Jason W. Pinkham, Senior Consultant
Member of the Dynasty Client Service Team

Learn more view bio

Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 80+ employees located in midtown New York City, Chicago, 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
Gordon Ross
Director, Dynasty Enterprise Group
Jeremy Zoladz
Director, Relationship Management Western and Central Division
Jennifer Dorgan
Director, Head of Strategic Analysis
Caitlin Douglas
Director, Transition Services
Samantha Sullivan
Senior Vice President, Platform Operations
Tara Coakley
Senior Vice President, Transition Services and Relationship Management
Cheryl Quinn
Senior Vice President, Finance
Michael D'Agostino
Senior Vice President, Platform Operations
Justin Barish
Senior Vice President, Digital Marketing
Dmitry Vorontsov
Senior Vice President, Controller
Tony Biancarosa
Senior Vice President, Relationship Management
Kyle Janovsky
Vice President, Relationship Manager
Jared Pestcoe
Vice President, Network Development
Dwight Ruppert
Vice President, OCFO
Allison Marshal
Vice President, Billing Supervisor
Nicholas Stile
Vice President, Marketing
Jill Russo
Vice President, Compliance
Casey McKeon
Vice President, Dynasty Enterprise Group
Fei Xue
Vice President, Relationship Management
Ryan O'Connell
Vice President, Product Specialist CRM
Carolyn Boyce
Vice President, Technology
Erica Sperber
Vice President, Platform Operations
Chris Marsh
Vice President, Capital Strategies & M&A
Joshua Schuette
Assistant Vice President, Service Desk
Alyssa Kamangar
Assistant Vice President, Finance
Marisa Mallon
Assistant Vice President, Digital Marketing
Nick Faccenda
Assistant Vice President, Platform Operations
Jeff Thomas
Assistant Vice President, Platform Operations
Cole Turner
Assistant Vice President, Relationship Management
Brett Dewing
Assistant Vice President, M&A
Aaron Zander
Assistant Vice President, Platform Operations
Gabby Hurtado
Assistant Vice President, Dynasty Enterprise Group
Kate Pierson
Senior Associate, Marketing & PR
Diana Masch
Senior Associate, Corporate Marketing
William Ross
Senior Associate, M&A and Capital Strategies
Cassie Davies
Associate, Platform Operations
Tony Wood
Associate, CRM
Mary DiPietro
Associate, Business Development
Trang Tran
Associate, Finance
Victoria Cangero
Associate, Platform Operations
Lauren Del Vecchio
Associate, Finance
Jemma Goerdt
Senior Associate, Platform Operations
Clay Simon
Associate, Platform Operations
Christian Rodrigo
Associate, Platform Operations
Chris Herman
Associate, Service Desk
Chase Corley
Associate OCFO
Luke Leskanic
Billing Associate, Asset Management Operations
Cori Wells
Associate, Service Desk

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: