Jason W. Pinkham, Senior Consultant
Member of the Dynasty Client Service Team

Learn more view bio

Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 80+ employees located in midtown New York City, Chicago, 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 Clay Simon

Clay Simon
Associate, Platform Operations

Clay joined Dynasty on the Operations team where he supports in managing the investment platform, and tracking of operational key performance indicators. Prior to joining Dynasty, he began his career at T. Rowe Price managing all aspects of client accounts and training new team members. Then, transitioning to Raymond James where he was responsible for trading within Managed Accounts. Clay graduated from the University of South Florida with a degree in Finance and minoring in Entrepreneurship. In his free time, Clay enjoys training martial arts and scuba diving.