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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.

Photo of Kelly Berenbaum

Kelly Berenbaum
Vice President Relationship Management

Kelly and the Relationship Management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Kelly joins with 25 years of industry experience, primarily at Raymond James where she held a number of leadership roles. Most recently, she was responsible for Client Insights to support strategic planning initiatives.

Kelly holds an MBA from the University of South Florida, a BA from Eckerd College. She is also holds the CFP® certification.

Kelly enjoys traveling, exploring the new restaurants in St. Pete and spending time with family.