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Jason W. Pinkham, Director of Relationship Management & Transition Services
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 50+ employees located in midtown New York City, Chicago, Miami and San Francisco

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

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Stefan Ludlow
Assistant Vice President, CRM Specialist

Mr. Ludlow supports both the internal and external IT teams at Dynasty Financial Partners, working directly with the Chief Technology Officer and specializing in Salesforce implementations. Before joining Dynasty, he worked with the Project Management Office at International Medical Group, managing projects from conception to deployment. He is an alumni of Butler University where he graduated with honors, earning a BA in history.