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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.

Corporate LeadershipClient ServiceInvestment TeamBoard Of DirectorsInvestment Committee
Jason W. Pinkham
Director, Eastern Division and TransitionsAngela Gingras
Director of OperationsGordon Ross
Director, Dynasty Enterprise GroupJenna Bloomgarden
Vice President, Relationship Management Eastern DivisionJeremy Zoladz
Director, Relationship Management Western and Central DivisionJennifer Dorgan
Senior Vice President, Head of Strategic AnalysisCaitlin Douglas
Vice President, Transition ServicesTom Glamuzina CIMA®
Senior Vice President, Relationship ManagementTara Coakley
Senior Vice President, Transition Services and Relationship ManagementMichael D'Agostino
Vice President, Platform OperationsJustin Barish
Vice President, Digital MarketingSamantha Sullivan
Vice President, Platform OperationsKelly Berenbaum
Vice President Relationship ManagementDmitry Vorontsov
Vice President, ControllerNicholas Stile
Assistant Vice President, MarketingMarisa Mallon
Assistant Vice President, Digital MarketingNick Faccenda
Assistant Vice President, Platform OperationsErica Sperber
Assistant Vice President, Platform OperationsKatie Seeman
Assistant Vice President, Transition ServicesRyan O'Connell
Assistant Vice President, Product Specialist CRMCarolyn Boyce
Assistant Vice President, TechnologyCole Turner
Associate, Relationship ManagementVincent Tu
Associate, Platform OperationsBrett Dewing
Associate, M&AWill McEvoy
Associate, FinanceDiana Masch
Associate, Network DevelopmentKatie Cook
Executive AssistantErin Tubridy
Office Manager

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.

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All information is kept strictly confidential.