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.

Photo of Paul Metzger

Paul Metzger
Technology Consultant

Mr. Metzger is a consultant for Dynasty’s technology platform, including the Dynasty Desktop, and has more than 20 years of experience with buy-side financial services technology. Prior, he was with Neuberger Berman, where he was a Managing Director and COO responsible for Global Technology, Operations, and Mutual Fund Operations. Before that, he was COO at Lehman Brothers, where he was responsible for Investment Management Technology and Investment Banking technology. Mr. Metzger received his BA from Earlham College.