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, San Francisco, and St. Petersburg Florida

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.

Photo of Amanda B. Kerley

Amanda B. Kerley
Head of HR Strategy and Culture

Ms. Kerley joined Dynasty from U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where she served as Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2009, she was part of the team ranked #28 in the “Top 100 Financial Advisors” list by Barron’s. She joined Bank of America Investment Services and the New York Private Bank in 2006. She received her BA from Columbia University and is a member of the Columbia College Women Mentor Program.