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 Bea Picciano

Bea Picciano
Assistant Vice President, Platform Operations

Bea is responsible for managing and expanding billing services on the Dynasty Turnkey Asset Management Program (TAMP) platform. She is the link between our custodial partners and Network Advisors responsible for the quality control function in calculating, verifying and processing client fees. She serves to facilitate billing setups and a smooth end-client experience assisting with various ad hoc financial analyses and reporting as requested by Network.

Prior to joining Dynasty, Bea built her career in the FX Brokerage industry serving as Director of Operations cultivating a team of Operations specialists and developing platform solutions. A quadrilinqual global citizen who specialized in top-tier banking and international payment processors, their target markets and regulations.