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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.

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Scott Steele
CIMA, Senior Vice President, Network Development, West Region

Mr. Steele leads Dynasty Financial Partner's Network Development efforts in the West Division. He has worked with elite financial advisors across the US for the past 30 years and helps to educate advisors on the merits and benefits of the independent wealth management space.  

Prior to joining Dynasty in 2020, Mr. Steele spent 14 years at Calamos Investments.  Most recently he was Divisional Director in the West managing a team of elite salespeople and speaking publicly about the benefits of alternative investments and convertible bonds.  Prior to his time at Calamos, Mr. Steele ran the sales effort on the East Coast of North America for TCW Investment Management covering all states on the East Coast as well as covering Eastern Canada and the Caribbean.  Mr. Steele started his investment career in the Baltimore, MD business community working for Alex. Brown & Sons as well as T. Rowe Price.  Mr. Steele is a graduate of the University of Maryland, and has Series 7, 24, and 63 licenses with FINRA and has earned the CIMA Designation from the Wharton Business School at the University of Pennsylvania.

Scott, and his wife of 30 years, Jennifer, have four grown children and live and work in San Diego CA.  They enjoy traveling to visit their children, surfing and spending time working out and staying active outdoors.  In addition, they have been major supporters of music education in the San Diego jazz community.