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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.

Corporate LeadershipClient ServiceInvestment TeamBoard Of DirectorsInvestment Committee
Jason W. Pinkham
Director, Eastern Division and Transitions
Angela Gingras
Director of Operations
Gordon Ross
Director, Dynasty Enterprise Group
Jeremy Zoladz
Director, Relationship Management Western and Central Division
Jennifer Dorgan
Director, Head of Strategic Analysis
Caitlin Douglas
Senior Vice President, Transition Services
Samantha Sullivan
Senior Vice President, Platform Operations
Alex Hansen
Senior Vice President, Chief Compliance Officer
Tara Coakley
Senior Vice President, Transition Services and Relationship Management
Michael D'Agostino
Vice President, Platform Operations
Justin Barish
Vice President, Digital Marketing
Cheryl Quinn
Vice President, Finance
Kris Galloway
Vice President, Legal
Nicholas Stile
Vice President, Marketing
Katie Seeman
Vice President, Transition Services
Kelly Berenbaum
Vice President Relationship Management
Dmitry Vorontsov
Vice President, Controller
Jill Russo
Vice President, Compliance
Andrew Sclater-Booth
Vice President, M&A
Marisa Mallon
Assistant Vice President, Digital Marketing
Nick Faccenda
Assistant Vice President, Platform Operations
Will McEvoy
Assistant Vice President, Finance
Erica Sperber
Assistant Vice President, Platform Operations
Cole Turner
Assistant Vice President, Relationship Management
Brett Dewing
Assistant Vice President, M&A
Ryan O'Connell
Assistant Vice President, Product Specialist CRM
Carolyn Boyce
Assistant Vice President, Technology
Vincent Tu
Associate, Platform Operations
Tony Wood
Associate, CRM
Cassie Davies
Associate, Platform Operations
Diana Masch
Associate, Business Development
Gabby Hurtado
Associate, Dynasty Enterprise Group
Katie Cook
Executive Assistant
Erin Tubridy
Office Manager

Giving Back

Dynasty Financial Partners and the Dynasty Network are committed to the communities in which we live, work, and serve our valued clients. Our employees donate their time, talents, and resources to numerous community organizations that focus on health, education, the environment and other issues. Our hope is that they too can benefit from the power of connectivity in fulfilling their missions. Some of these organizations include: