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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.

Corporate LeadershipClient ServiceInvestment TeamBoard Of DirectorsInvestment Committee
Jason W. Pinkham
Director, Eastern Division and Transitions
Ed M. Friedman
National Director, Practice Management
Leigh Emery
Chief Compliance Officer for the Dynasty Network
Angela Gingras
Director of Operations
Gordon Ross
Director, Enterprise Strategy Group
Jenna Bloomgarden
Vice President, Relationship Management Eastern Division
Jeremy Zoladz
Director, Relationship Management Western and Central Division
Matthew Marsh
Director, Relationship Management
Paul Metzger
Technology Consultant
Caitlin Douglas
Vice President, Transition Services
Tom Glamuzina CIMA®
Senior Vice President, Relationship Management
Michael D'Agostino
Vice President, Platform Operations
Justin Barish
Vice President, Digital Marketing
Tara Coakley
Senior Vice President, Transition Services and Relationship Management
Samantha Sullivan
Vice President, Platform Operations
Dmitry Vorontsov
Vice President, Controller
Nicholas Stile
Assistant Vice President, Marketing
Bea Zahorska
Assistant Vice President, Platform Operations
Nick Faccenda
Assistant Vice President, Platform Operations
Erica Sperber
Assistant Vice President, Platform Operations
Katie Seeman
Assistant Vice President, Transition Services
Evelina Striukyte
Assistant Vice President, Finance
Mary S. Tan
Assistant Vice President, Legal and Compliance
Ryan O'Connell
Assistant Vice President, Product Specialist CRM
Carolyn Boyce
Assistant Vice President, Technology
Cole Turner
Associate, Relationship Management
Vincent Tu
Associate, Platform Operations
Brett Dewing
Associate, M&A
Will McEvoy
Associate, Finance
Erin Tubridy
Office Manager

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:

Jenna Bloomgarden, Vice President Relationship Management

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All information is kept strictly confidential.