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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.

Photo of Phil Coleman

Phil Coleman
Vice President, Technology

Phil and the Technology team support Dynasty Network firms with their platform technology and cybersecurity needs.  Prior to joining Dynasty Phil spent over 9 years at Stelac LLC, a global RIA based in New York, where he was a Vice President focused primarily on advisor technology and relationship management.  Phil received his BS from Babson College and his MBA from Columbia University. In his free time, he enjoys travel, skiing, backgammon, and hacking around the golf course. He is also passionate about film, having recently worked as an Associate Producer on the film “A Private War”; a Golden Globe nominated biographical drama on famed war correspondent Marie Colvin.