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 ranked in the Barron’s 2014 Top Advisor Rankings as one of the top advisors in the state of Oregon. The three advisors collectively advise on more than $700 million in client assets.
“Cable Hill Partners was created to provide advice at a higher level. ‘Cable Hill’ is a Portland historical reference to a landmark cable car that serviced Portland; our goal is to transport our clients to a higher place with consistency and predictability,” said Mr. Christian. “As an independent financial and investment planning firm, we want to provide our clients—high-‐net-‐worth individuals, families, small and private businesses, entrepreneurs, executives, foundations and endowments—with complete objectivity and transparency.”
“The Cable Hill team has really hit the ground running as an independent advisory team, ” said Tim Bello, Partner, Director of Network Development at Dynasty. “They will be a key player in the future in the Pacific Northwest with their entrepreneurial drive.”
The company will access Dynasty’s groundbreaking investment and technology platform, which leverages Dynasty’s investment committee and internal investment operations team. Fidelity Investments will provide primary clearing and custody services.
“The Cable Hill Partners team consists of two advisory teams combining to create a new independent RIA. This new firm immediately becomes one of the largest RIAs in the Northwest. David, Jeff and Brian are extraordinary investment advisors with a deep commitment to the Portland community,” said Shirl Penney, President and CEO of Dynasty Financial Partners. “Dynasty is excited to be their transition and growth partner, and we are proud to add them to our Dynasty Network of truly independent advisors.”
David Christian, Founding Partner, Managing Director, CFP®, CAP®
As a Certified Financial Planner™ and a Chartered Advisor in Philanthropy® certificate holder, David has built his expertise and reputation by servicing the complex needs of high-‐net-‐worth individuals and their families. David was named as one of “America’s Top 1,200 Advisors”* by Barron’s Magazine for 2014, which represents the top 1% of the Wealth Management industry. He ranked #12 within the State of Oregon in the same Barron’s list.
David began his career in the financial services industry with Merrill Lynch in 1998, after earning his BS in Finance from Oregon State University. He is a leader of the financial planning effort at Cable Hill Partners and sits on the Investment Committee.
Jeffrey Krum, Founding Partner, CIMA®
Jeff is a Certified Investment Management Analyst® with over 30 years of investment industry experience. Jeff leads the Investment Committee at Cable Hill Partners. Prior to forming Cable Hill Partners, he spent the entirety of his professional investment career at Merrill Lynch. Jeff’s responsibilities included serving as a guest educator at Merrill’s Financial Advisor Training School in Princeton and also chairing that firm’s Advisory Council to Management.
Jeff holds a BA in Economics and Business Administration from Lewis and Clark College.
Brian M. Hefele, Founding Partner, CFP®, CIMA®
A holder of both the Certified Financial Planner™ and Certified Investment Management Analyst™ 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 is an active member of Friendly House and Big Brothers Big Sisters.
Kendra Biller, Relationship Manager
Kendra has been in the investment advisory and management industry for over 15 years, and spent the last 13 of those at Merrill Lynch. She works with clients assisting them with goal discovery, financial planning and cash management solutions. She is a graduate of the University of Idaho, holding a BS in Secondary Education.
Amanda Peters, Relationship Manager
Amanda works closely with our clients and advisors on a day-‐to-‐day basis to provide excellent and extensive service. She brings over ten years of prior experience working with Wealth Management clients to Cable Hill Partners, and has a leadership role in the firm’s client service execution.
Originally from Miami and a graduate of the University of Florida with a BA, Amanda moved to Portland in 2004.
Melissa Rennie, Client Service Associate
Melissa is a native Oregonian with a BA in Psychology from Saint Marten’s University. She is responsible for serving client relationships, supporting the Cable Hill Partners advisors and overseeing/managing various administrative functions for the firm.
About Cable Hill Partners
Cable Hill Partners – Private Wealth Management was created to provide advice at a higher level. In electing to become a registered investment advisor, Cable Hill is required to follow the fiduciary standard. In this capacity, we will place the needs of our clients above all other interests—including our own. Our move to independence means we are no longer limited by the constraints or conflicts of interest that arise in a large corporate environment. Instead, we can provide truly objective advice, an elevated level of personalized attention and access to a comprehensive array of offerings from leading financial services providers of our choosing. We are here to help clients choose the right course to help them achieve their goals, to infuse every decision they make with the utmost in confidence, and to help them see their financial lives with absolute clarity.
About Dynasty Financial Partners
Dynasty Financial Partners is the leading independent platform service provider to the industry’s elite advisor teams. Dynasty develops, sources and integrates the finest wealth management capabilities, solutions and technology into its customized open-‐architecture platform to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com and follow us on Twitter @DynastyFP.