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Jason W. Pinkham, Director, Eastern Division and Transitions
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
  • 60 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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Matthew Marsh
Director of Investment Solutions

Mr. Marsh is responsible for delivering investment solutions to Dynasty’s Advisory Firms. He consults with network teams on the design and implementation of available investment solutions across the Dynasty TAMP, including portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets. Frequently in the field engaging with network advisors, Matt also delivers the thoughts and rationale of the Dynasty Investment Committee and the Dynasty Select Model Portfolios.

Before joining Dynasty, Matt spent 11 years at Morgan Stanley and its predecessor firms. Most recently he was the Southwest Regional Manager for the Consulting Group, responsible for all advisory sales across 1900 financial advisors in that five state region.

Mr. Marsh holds the Certified Investment Management Analyst (CIMA®) designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is FINRA Series 7, 24, 63, and 65 licensed.

Matt received a Master of Business Administration (MBA) from Emory University (Goizueta School of Business) and a BBA in Finance from Loyola Marymount University.