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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.

Photo of Brian Layton

Brian Layton
Chief Product Officer

Mr. Layton is responsible for the design, delivery and positioning of Dynasty’s client-facing solutions, focusing on optimizing the client experience across a broad spectrum of service deliverables that drive enterprise-class RIA growth and profitability.  Mr. Layton also heads up product innovation, strategic technology partnerships and firm-wide collaboration initiatives.

Prior to Dynasty, Mr. Layton was a top-performing wealth management executive.  He most recently led Neuberger Berman’s New England ultra-high net worth private client practice where he hosted regional investment forums and served on Neuberger’s national wealth management marketing advisory council.  He earlier served as a senior private client financial advisor at Bernstein Global Wealth Management, advising entrepreneurs, public company executives and family businesses. 

Prior to his roles in wealth management, Mr. Layton was a ventureā€backed founder at Passkey (Awarded Top 25 Most Influential Professional in the Hospitality industry), THINQ Learning Solutions and Broadleaf.  Mr. Layton is a graduate of the University of Richmond, and is active in youth sports as a coach and board member.