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 Joe Rizzo

Joe Rizzo
Director of RIA Growth Strategies

Joe’s responsibilities will be to work with Dynasty’s current Network Advisory teams to assist them with mergers and acquisitions, inorganic growth and overall business development. He will work in tandem with Dynasty's Relationship Management and Service groups to provide practice management and business structure consulting that will prepare the Dynasty’s RIAs network firms for future growth.

He joins Dynasty from Steward Partners Consulting Solutions where he was President since 2014. Mr. Rizzo worked with entrepreneurs on launching independent wealth management firms guiding them through the decision making process on all aspects of starting and growing an independent wealth management business.

Joe spent 20 years at Morgan Stanley and its predecessor firms as a Financial Advisor, Branch Manager, National Training Officer, and most recently the Head of Advanced Financial Advisor Development. In the most recent role he spearheaded professional and business development efforts for the firm’s most elite advisory teams.

Joe is married to his wife Brooke and has four children; Alexandra, Luke, Benjamin, and Charlotte. He enjoys spending time with his family and friends, traveling, snowboarding in the winter and golfing in the summer.