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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, 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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Cassie Davies
Associate, Platform Operations

Cassie Davies is a Platform Operations Associate who works with our Network Partners by providing support during onboarding and ongoing maintenance within service and billing.

Prior to Dynasty, Cassie worked at T. Rowe Price in various roles within leadership and operations. Within these roles Cassie was responsible for serving as a subject matter expert in operations, developing training materials, identifying process improvements, leading business line projects and the development of associates.

Cassie is a graduate of St. Petersburg College where she earned a Bachelor of Science in Educational Studies and Community Leadership. In her free time, she loves spending time with her husband and two rescue dogs, Freckles and Kenna. She also loves traveling and scuba diving whenever she can.