Jason W. Pinkham, Director, Eastern Division and Transitions
Member of the Dynasty Client Service Team

Our Team

Dynasty Team
Giving Back

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.

Corporate Leadership Client Service Investment Team Board Of Directors Investment Committee

Shirl Penney
President and CEO Edward C. Swenson
Chief Operating Officer Justin Weinkle
Chief Financial Officer Jonathan Morris
Chief Legal and Governance Officer Eric Castillo
Chief Technology Officer Gordon Abel
Chief Marketing Officer Sally Cates
Director of Public Relations and Communications Brian Layton
Chief Product Officer Amanda B. Kerley
Chief Experience Officer Joseph Dursi
Chief Investment Officer Austin J. Philbin
Chief Administrative Officer Mason Salit
Chief Talent Officer David Wiener
Head of Network Development John F. Sullivan
Director of Network Development, Central Division Joe Rizzo
Director of RIA Growth Strategies Ben Bines
Senior Vice President of Network Development, Eastern Division Brendan Bell
Chief of Staff

Jason W. Pinkham
Director, Eastern Division and Transitions Angela Gingras
Director of Operations Gordon Ross
Director, Dynasty Enterprise Group Jenna Bloomgarden
Vice President, Relationship Management Eastern Division Jeremy Zoladz
Director, Relationship Management Western and Central Division Matthew Marsh
Director, Relationship Management Jennifer Dorgan
Senior Vice President, Head of Strategic Analysis Caitlin Douglas
Vice President, Transition Services Tom Glamuzina CIMA®
Senior Vice President, Relationship Management Tara Coakley
Senior Vice President, Transition Services and Relationship Management Michael D'Agostino
Vice President, Platform Operations Justin Barish
Vice President, Digital Marketing Samantha Sullivan
Vice President, Platform Operations Kelly Berenbaum
Vice President Relationship Management Dmitry Vorontsov
Vice President, Controller Nicholas Stile
Assistant Vice President, Marketing Marisa Mallon
Assistant Vice President, Digital Marketing Bea Picciano
Assistant Vice President, Platform Operations Nick Faccenda
Assistant Vice President, Platform Operations Erica Sperber
Assistant Vice President, Platform Operations Katie Seeman
Assistant Vice President, Transition Services Ryan O'Connell
Assistant Vice President, Product Specialist CRM Carolyn Boyce
Assistant Vice President, Technology Cole Turner
Associate, Relationship Management Vincent Tu
Associate, Platform Operations Brett Dewing
Associate, M&A Will McEvoy
Associate, Finance Diana Masch
Associate, Network Development Katie Cook
Executive Assistant Erin Tubridy
Office Manager

Joseph Dursi
Chief Investment Officer Marcus S. Wilson
Senior Vice President, Investment Platforms Management Nick Gerace
Senior Vice President, Investments Anthony Natelli
Assistant Vice President, Investments

Todd Thomson
Chairman

Jim Brown
Director

William H. Donaldson
Director

Jerrold Eberhardt
Director

Harvey Golub
Director

Sam Levinson
Director

Shirl Penney
President and CEO

Edward C. Swenson
Chief Operating Officer

Todd Thomson
Chairman Jim Brown
Director William H. Donaldson
Director Jerrold Eberhardt
Director Harvey Golub
Director Sam Levinson
Director Shirl Penney
President and CEO Edward C. Swenson
Chief Operating Officer

Todd Thomson
Chairman Edward C. Swenson
Chief Operating Officer Joseph Dursi
Chief Investment Officer Scott Welch
CIO – Model Portfolios, Wisdom Tree Judah Kraushaar
Director Nathan Sonnenberg
CEO, Wealth Management Consulting, LLC Jonathan Morris
Chief Legal and Governance Officer

Giving Back

Dynasty Financial Partners and the Dynasty Network are committed to the communities in which we live, work, and serve our valued clients. Our employees donate their time, talents, and resources to numerous community organizations that focus on health, education, the environment and other issues. Our hope is that they too can benefit from the power of connectivity in fulfilling their missions. Some of these organizations include:

Jenna Bloomgarden, Vice President Relationship Management

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Let us help you connect with an advisor team of integrity in the Dynasty Network.

Our Team

Dynasty is

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.

Giving Back

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