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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
Shirl Penney
President and CEOEdward C. Swenson
Chief Operating OfficerJustin Weinkle
Chief Financial OfficerJonathan Morris
Chief Legal and Governance OfficerAngela Gingras
Managing Director of OperationsGordon Abel
Chief Marketing OfficerSally Cates
Director of Public Relations and CommunicationsBrian Layton
Chief Product OfficerAmanda B. Kerley
Head of HR Strategy and CultureJoseph Dursi
Chief Investment OfficerAustin J. Philbin
Chief Administrative OfficerMason Salit
Chief Talent OfficerJohn F. Sullivan
Head of Network DevelopmentBen Bines
Director of Network Development, Eastern DivisionHarris Baltch
Head of M&A and Capital StrategiesJoe D'Agostino
Head of Strategic DevelopmentBrendan Bell
Chief of StaffKatie Cook
Vice President, Chief of Staff to Chief Operating OfficerScott Steele
CIMA, Senior Vice President, Network Development, West Region
Gordon Ross
Director, Dynasty Enterprise GroupJeremy Zoladz
Director, Relationship Management Western and Central DivisionJennifer Dorgan
Director, Head of Strategic AnalysisCaitlin Douglas
Director, Transition ServicesSamantha Sullivan
Senior Vice President, Platform OperationsAlex Hansen
Senior Vice President, Chief Compliance OfficerTara Coakley
Senior Vice President, Transition Services and Relationship ManagementCheryl Quinn
Senior Vice President, FinanceMichael D'Agostino
Senior Vice President, Platform OperationsJustin Barish
Senior Vice President, Digital MarketingDmitry Vorontsov
Senior Vice President, ControllerTony Biancarosa
Senior Vice President, Relationship ManagementKyle Janovsky
Vice President, Relationship ManagerNicholas Stile
Vice President, MarketingKatie Seeman
Vice President, Transition ServicesJill Russo
Vice President, CompliancePhil Coleman
Vice President, TechnologyAmara Duderstadt
Vice President, ComplianceCasey McKeon
Vice President, Dynasty Enterprise GroupFei Xue
Vice President, Relationship ManagementRyan O'Connell
Vice President, Product Specialist CRMCarolyn Boyce
Vice President, TechnologyErica Sperber
Vice President, Platform OperationsChris Marsh
Vice President, Capital Strategies & M&AAlyssa Kamangar
Assistant Vice President, FinanceMarisa Mallon
Assistant Vice President, Digital MarketingNick Faccenda
Assistant Vice President, Platform OperationsJeff Thomas
Assistant Vice President, Platform OperationsCole Turner
Assistant Vice President, Relationship ManagementBrett Dewing
Assistant Vice President, M&AAaron Zander
Assistant Vice President, Platform OperationsGabby Hurtado
Assistant Vice President, Dynasty Enterprise GroupDiana Masch
Senior Associate, Corporate MarketingWilliam Ross
Senior Associate, M&A and Capital StrategiesRyan Tabris
Associate, CRM Product SpecialistCassie Davies
Associate, Platform OperationsTony Wood
Associate, CRMMary DiPietro
Associate, Business DevelopmentTrang Tran
Associate, FinanceVictoria Cangero
Associate, Platform OperationsLauren Del Vecchio
Associate, FinanceJemma Goerdt
Senior Associate, Platform OperationsClay Simon
Associate, Platform OperationsChristian Rodrigo
Associate, Platform OperationsChris Herman
Associate, Service DeskChase Corley
Associate OCFOLuke Leskanic
Billing Associate, Asset Management OperationsCori Wells
Associate, Service DeskJason W. Pinkham
Senior Consultant

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: