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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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Marcus S. Wilson
Senior Vice President, Investment Platforms Management

Mr. Wilson oversees strategic relationships that help form Dynasty’s Investment Platforms, searching for new partnerships, services and technology, and ensuring the proper delivery of the platforms to the Dynasty Network. Most recently, as the Head of Investment Operations he was responsible for overseeing the Investment operations platform and has been with the firm since inception. Prior to joining Dynasty, he was with U.S. Trust, Bank of America/Merrill Lynch’s Private Wealth Management division, where he served as an Assistant Vice President on a team specializing in client relations, investment management and trust and estate planning for UHNW clients. In 2009, he was part of the team ranked #28 in the “Top 100 Financial Advisors” list by Barron’s. In 2007, he was a Sales Assistant at Bank of America Investment Services’ Premier Banking unit. He began his career at Merrill Lynch, as a member of the POA training program.

Marcus is a graduate of the University of Notre Dame, where he played on the football team. He serves on the board of directors of the Center for Anti-Violence Education, where he also is silent auction chair. He lives in Staten Island, New York.