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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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Jemma Goerdt
Senior Associate, Platform Operations

Jemma Goerdt is a  Senior Service Associate, Platform Operations, who works with our Network Partners providing support during onboarding and ongoing maintenance within service and billing. Prior to joining Dynasty, she worked as a Business Support Analyst at Carillon Tower Advisers, Inc (a subsidiary of Raymond James Financial), generating quarterly performance reports, sales proposals, marketing proposals, and custom RFPs. She played a significant role in implementing data automation workflow processes for Carillon’s investment strategies’ performance data and AUM/AUA data, streamlining the firm’s performance reporting process. Jemma graduated from Minnesota State University, Moorhead, with a BS in Business Administration – Management. In her free time, she enjoys traveling, going to the beach, and spending time with family.