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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
  • 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 Edward C. Swenson

Edward C. Swenson
Chief Operating Officer

Ed Swenson is an accomplished entrepreneur having co-founded Dynasty Financial Partners, a leading integrated platform service company for independent RIAs. As Chief Operating Officer, he is responsible internally for all technology, operational and client
servicing relationships and externally for all outside vendor and technology relationships established for the firm.

Additionally, Ed is the President of the Envestnet Advisor Services
Exchange by Dynasty (ASx). ASx is focused on using data to empower advisors by accelerating enterprise value. ASx provides services that help RIAs get better through insights and recommendations. There are eight services in the exchange,
offerings include: Capital, Data and Analytics, Performance Marketing, Compliance Support, The CFO Program, M&A Strategy, Intelligent Investments and Transition Teams.

Prior to Dynasty, Ed was a Director at Legg Mason working within the Asset Management Division where he oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division. 

Ed is a frequent speaker at industry events and is often quoted in various financial publications. Ed is a graduate of both the London School of Economics and New York University’s Stern School of Business.