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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 Tricia Brady

Tricia Brady
Senior Vice President, Relationship Management Eastern Division

As SVP, Relationship Management for the Eastern Division, Tricia develops, refines, and implements comprehensive and efficient business approaches to ensure that Dynasty delivers an outstanding client experience at all times. Prior to joining Dynasty, Tricia spent over 25 years building a career devoted to marketing strategy, compliance, operations management and service excellence. Most recently, she served as Chief Operating Officer and Chief Compliance Officer at Beirne Wealth Consulting Services, LLC. Prior to that she was Vice President of Relationship Management with Ascensus and before that, she was Director of Operations at Barnum Financial Group/MetLife. In her earlier career, she held positions of increasing marketing responsibility for Dreyfus Service Corporation, American Skandia/Prudential Financial and Neuberger & Berman. Tricia graduated with a BA in Management from Manhattanville College and an MBA in Marketing from Fordham Gabelli School of Business. Tricia is very involved with National Charity League (a Mother/Daughter Philanthropic Organization) both locally and nationally. She enjoys supporting the community, cheering on her children at sporting events, and spending time with her family and friends. She resides in Fairfield, Connecticut with her husband James and their four children.