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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

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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.

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Ryan O'Connell
Vice President, Product Specialist CRM

Ryan O'Connell is a certified Administrator and Developer on the Salesforce Platform and works closely with Stefan Ludlow, AVP, CRM Specialist, as the other half of the Dynasty CRM Team. Before joining Dynasty, she was a Salesforce Technical Consultant. Ryan is a graduate of Bard College, where she played for the Bard Women’s Soccer and Lacrosse teams while earning a BS in Physics. In her free time, Ryan is a tea enthusiast and avid reader of free Kindle books.