Brian M. Hefele
Founding Partner, CFP®, CIMA®
A holder of both the Certified Financial Planner™ and Certified Investment Management AnalystSM designations, Brian brings over 19 years of experience to the firm from advising and managing client relationships and investment portfolios at Merrill Lynch.
Brian has a BA in Economics from Boston College and has a leadership role in both the Investment Committee and the financial planning deliverables for Cable Hill Partners. He and his wife, Nici live in Northwest Portland with their children, Quinn and Reese. They are active members of Friendly House and Big Brothers Big Sisters. Brian is passionate about spending time with his children and family while pursuing a healthy lifestyle and attempting to squeeze in a round of golf.