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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

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 60 employees located in midtown New York City, Chicago, Miami and San Francisco

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.

Photo of David Wiener

David Wiener
Head of Network Development

David Wiener’s career in wealth management involves senior roles at two major firms. At UBS, he served as Regional Director for the Southwest and then the Northwest Region, where his team included over 1,000 employees advising on $70 billion in client assets. His aggregate responsibilities at UBS saw him partnering with advisors across 13 western states.

Mr. Wiener began his career at Merrill Lynch, where he served as a Chairman’s Club Financial Advisor and Branch Manager in Dallas. He graduated from Texas A&M University.

Dave and his wife Lizzie live in San Francisco with three wee Wieners, Stella, Caitlin and Luke.