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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.

Corporate LeadershipClient ServiceInvestment TeamBoard Of DirectorsInvestment Committee
Jason W. Pinkham
Director of Relationship Management & Transition Services
Marcus S. Wilson
Senior Vice President, Platform Operations
Ed M. Friedman
Director, Eastern Division
Austin J. Philbin
Director, Western Division
Leigh Emery
Chief Compliance Officer for the Dynasty Network
Meghan Lamar
Vice President, Outsourced Chief Financial Officer
Gordon Ross
Vice President, Relationship Management
Tom Glamuzina CIMA®
Vice President, Relationship Management
Jeremy Zoladz
Vice President, Relationship Management
Michael D'Agostino
Vice President, Platform Operations
Sharon Gupta
Vice President, Marketing and Experience
Justin Barish
Assistant Vice President, Digital Marketing & Network Development
Stefan Ludlow
Assistant Vice President, CRM Specialist
Daniel Charbonnet
Assistant Vice President, Technology
Ravi Velagaleti
Assistant Vice President, Finance and Assistant Controller
Alexa Shorsteyn, CPA
Assistant Vice President, Finance
Samantha Sullivan
Assistant Vice President, Platform Operations
Erica Sperber
Assistant Vice President, Platform Operations
Arden Dion
Assistant Vice President, Legal and Compliance
Rebecca Kavanagh
Assistant Vice President, Transition Services & Relationship Management
Tara Coakley
Vice President, Transition Services and Relationship Management
Julia Pilzer
Associate, Technology and Finance
Adam Cline
Associate, Business Development & Relationship Management
Ryan O'Connell
Associate, CRM Specialist
Mary S. Tan
Associate, Legal and Compliance
Sarah Baker
Executive Assistant
Erin Tubridy
Office Manager

Giving Back

Dynasty Financial Partners and the Dynasty Network are committed to the communities in which we live, work, and serve our valued clients. Our employees donate their time, talents, and resources to numerous community organizations that focus on health, education, the environment and other issues. Our hope is that they too can benefit from the power of connectivity in fulfilling their missions. Some of these organizations include:

Stefan Ludlow, Assistant Vice President, CRM Specialist

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All information is kept strictly confidential.