Jason W. Pinkham, Senior Consultant
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
  • 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 Harris Baltch

Harris Baltch
Head of M&A and Capital Strategies

Mr. Baltch is responsible for leading Dynasty’s M&A and Capital Strategies division. Prior to joining Dynasty, Harris spent nearly a decade at UBS Investment Bank where he was an Executive Director in the firm’s Financial Institutions Group. While at UBS, Harris originated, led and executed over $10 billion of strategic M&A and capital market transactions for companies in the asset and wealth management industry.

Earlier in his career, Mr. Baltch worked at PricewaterhouseCoopers LLP in the Banking and Capital Markets Group. He has over 15 years of financial services experience and earned his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also received a B.S. in Accounting at Binghamton University and is a certified public accountant, registered in the State of New York.