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 ranked ...

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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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