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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
Angela Gingras
Director of OperationsGordon Ross
Director, Dynasty Enterprise GroupJeremy Zoladz
Director, Relationship Management Western and Central DivisionJennifer Dorgan
Director, Head of Strategic AnalysisCaitlin Douglas
Senior Vice President, Transition ServicesSamantha Sullivan
Senior Vice President, Platform OperationsAlex Hansen
Senior Vice President, Chief Compliance OfficerTara Coakley
Senior Vice President, Transition Services and Relationship ManagementMichael D'Agostino
Vice President, Platform OperationsJustin Barish
Vice President, Digital MarketingCheryl Quinn
Vice President, FinanceNicholas Stile
Vice President, MarketingKatie Seeman
Vice President, Transition ServicesDmitry Vorontsov
Vice President, ControllerJill Russo
Vice President, CompliancePhil Coleman
Vice President, TechnologyAmara Duderstadt
Vice President, ComplianceCasey McKeon
Vice President, Dynasty Enterprise GroupMarisa Mallon
Assistant Vice President, Digital MarketingNick Faccenda
Assistant Vice President, Platform OperationsWill McEvoy
Assistant Vice President, FinanceErica Sperber
Assistant Vice President, Platform OperationsCole Turner
Assistant Vice President, Relationship ManagementBrett Dewing
Assistant Vice President, M&ARyan O'Connell
Assistant Vice President, Product Specialist CRMCarolyn Boyce
Assistant Vice President, TechnologyAaron Zander
Assistant Vice President, Platform OperationsRyan Tabris
Associate, CRM Product SpecialistCassie Davies
Associate, Platform OperationsDiana Masch
Associate, Corporate MarketingGabby Hurtado
Associate, Dynasty Enterprise GroupTony Wood
Associate, CRMKatie Cook
Executive AssistantMary 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 OCFOJason 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: