Lead Advisor Jeff Gates Joins the Cable Hill Partners Team

Jeff Gates, Certified Financial Planner, Portland Oregon

Cable Hill Partners is proud to welcome Jeff Gates, CFP®, MBA as our newest Lead Advisor. Jeff brings over 12 years of experience providing advice and planning solutions to families and business owners, particularly Portland-area dental professionals.

Jeff takes an educational approach to helping clients identify their priorities and passions to achieve their most important lifelong ...

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David Christian named to Barron’s 2014 Top Advisor Rankings

David Christian of newly formed Cable Hill Partners was named to the Barron’s 2014 Top Advisor Rankings*.  In Oregon he was ranked 12th.

Financial advisors David Christian, Jeffrey Krum and Brian Hefele, Registered Senior Client Associates Kendra Biller and Amanda Peters and Client Service Associate Melissa Rennie all joined Cable Hill Partners from the Portland, Oregon office of Merrill Lynch.  The three advisors collectively advise on more than $700 million in client assets.

Barron’s 2014 Top Advisor Ranking

PDF of Rankings

*Barron’s ...

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Former Merrill advisers launch firm on Dynasty Financial platform- Reuters

(Reuters) – Dynasty Financial Partners said three veteran financial advisers formerly with Bank of America Corp’s Merrill Lynch unit have chosen its platform to launch their independent investment advisory firm.

Financial advisers David Christian, Jeffrey Krum and Brian Hefele from Merrill Lynch’s Portland, Oregon office are using Dynasty’s platform to bolster their independent investment advisory firm, Cable Hill Partners.

The three advisers collectively advised on over $700 million in clients assets at Merrill Lynch, Dynasty said on Tuesday.

Cable Hill will access ...

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Merrill Breakaways Team Up to Partner With Dynasty- Financial Planning

Breakaway advisors may be playing a team game more often.

Two Merrill Lynch teams in Portland, Ore., have joined forces and landed on the Dynasty Financial Partners platform, and Dynasty president and chief executive Shirl Penney expects more to come.

“We’re seeing more inquiries like this,” Penney says. “As the opportunity presents itself, we think more teams will see the advantage of joining to achieve scale, size and get more bang for their buck. There’s already more in the pipeline.”

In Portland, ...

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Merrill Lynch Advisers in Portland Break Away — Street Moves-WSJ

Three financial advisers in the Portland, Ore., office of Bank of America Corp.’s (BAC) Merrill Lynch have left the firm to launch an independent investment advisory firm.

The newly formed Cable Hill Partners is now partnered with platform provider Dynasty Financial Partners.

David Christian, Jeffrey Krum and Brian Hefele spent roughly 15 years, 30 years and 19 years, respectively, at Merrill before leaving the firm last week, according to Financial Industry Regulatory Authority records. While at Merrill, they collectively advised clients on ...

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Oregon advisers blaze their own trail Team from Merrill Lynch that advises on $700M in assets forms RIA partnership

Investment News

A group of Portland, Ore.-based Bank of America Merrill Lynch veterans that advises on more than $700 million in client assets has broken away to form its own registered investment advisory firm, according to a statement issued Tuesday by the firm’s platform provider.

Three advisers — David Christian, Jeffrey Krum and Brian Hefele — are starting Cable Hill Partners, according to the new firm’s investment and technology platform provider, Dynasty Financial Partners. The advisers will be joined by three ...

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Leading Portland, OR-­‐Based Wealth Management Advisors Join Forces to Launch Cable Hill Partners as an Independent Advisory Firm

NEW YORK, NY, March 4, 2014 – Dynasty Financial Partners today announced its partnership with Cable Hill Partners, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-­‐leading platform of integrated wealth management services and technology. Financial advisors David Christian, Jeffrey Krum and Brian Hefele, Registered Senior Client Associates Kendra Biller and Amanda Peters and Client Service Associate Melissa Rennie all join Cable Hill Partners from the Portland, Oregon office of Merrill Lynch.

David Christian was recently ...

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Merrill Advisors with $700M Link with Indie Platform- FundFire’s Roundup

Dynasty Financial Partners has linked up to support three Merrill Lynch advisors who have formed a new Portland, Ore.-based independent advisor firm with $700 million in assets, according to a company release.

 

David Christian

 

Cable Hill Partners, which the Merrill alums started on Feb. 28, has access to Dynasty’s investment and technology platform while usingFidelity Investments for primary clearing and custody services, the release says.

The new firm is comprised of three advisors:David ChristianJeffrey Krum and Brian Hefele, along with two registered senior client associates and ...

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