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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, 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.

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Matthew Marsh
Director, Relationship Management

Mr. Marsh and the relationship management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Before joining Dynasty, Matt spent 11 years at Morgan Stanley and its predecessor firms. Most recently he was the Southwest Regional Manager for the Consulting Group, responsible for all advisory sales across 1900 financial advisors in that five state region.

Mr. Marsh holds the Certified Investment Management Analyst (CIMA®) designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is FINRA Series 7, 24, 63, and 65 licensed.

Matt received a Master of Business Administration (MBA) from Emory University (Goizueta School of Business) and a BBA in Finance from Loyola Marymount University.