By Michelle Abrego 18 Apr, 2018 at 13:21
New York-based Dynasty Financial Partners has appointed Jason Pinkham, director of relationship management and transition services, to oversee its international business within its network of advisory firms.
Pinkham, one of the founding members of Dynasty, took on the responsibilities on April 1. He steps in after Javier Rivero, formerly a senior vice president for its international division, left to join growing independent broker-dealer Insigneo in December 2017.
A spokesperson from Dynasty said: ‘After working across all facets of the business, he is well-positioned to work directly with our international firms on strategy, day to day operations, and client cases.’
He will also work closely with Dynasty’s resource partners that service its international advisor network. The firm has an ongoing partnership to give its clients access to Insigneo‘s brokerage services which was first announced in 2016 when Dynasty expanded its non-resident client unit.
Dynasty’s network includes two Coral Gables-based RIAs, MAXIMAI Investment Partners and Premia Global Advisors, as well as a team with Canadian clients and another that focuses on Indian clients with connections to Silicon Valley’s tech scene.
Pinkham hopes to capture more international opportunities as the landscape for US offshore continues to evolve and more advisors see value in the independent model.
‘The independent model allows for the type of flexibility international clients need allowing for multi custodians, product providers, and technologies that cater to their specific needs,’ said Pinkman.
Adding: ‘We are still in the early stages of a very large and interesting opportunity in the international space as clients and advisors continue to be educated on benefits of the RIA space. We now have firms covering clients in countries in Latin America, Asia, North America, and Europe.’
Later in the year, the firm is looking to launch a seminar in Miami to educate independent advisors as well as those interested in the independent space.
Dynasty has also been working with large institutions to create committees and working groups to help them tailor how they direct their investments of funds and resources to better match international clients’ demands.