Newsletter: Advice At A Higher Level, Q3 2018

2018Q3 Retirement Newsletter Cable Hill PartnersPortland, Ore. (Sept. 25, 2018) — This issue of “Advice at a Higher Level” is all about retirement plan health and addressing common issues that arise related to former employee accounts and distributions. We provide best practices for helping prevent uncashed retirement distribution checks and outline the potential “Pros” and “Cons” to forcing out former participants.


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Mandy Peterson is Cable Hill's Newest Relationship Manager

Relationship Manager, Mandy PetersonPortland, Ore. (Sept. 13, 2018) — Exciting news! Cable Hill Partners is happy to introduce Mandy Peterson as our newest Relationship Manager, partnering closely with the entire Cable Hill Partners team to provide comprehensive financial guidance to our clients. Mandy is a valuable member of our team and prior to being a Relationship Manager, began her career with Cable Hill Partners as a Client Service Associate and member of our Retirement Plan Service Team.

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Cable Hill Partners Named to 2017 Financial Times 300 Top RIAs

One of Just Five Registered Investment Advisers in Oregon to Receive This Designation

Portland, Ore. (June 22, 2017) – Cable Hill Partners is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S., including just four others from the state of Oregon.

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Portland Advisors Launch Independent Advisory Firm

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.

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Jeff Gates Joins Cable Hill Partners

Lead Advisor Jeff Gates Joins the Cable Hill Partners Team

Jeff Gates, CFP® Financial Advisor, PortlandCable 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.

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Successful Season for Coach Brian Hefele

20160718 baseball

Another Successful Season for Coach Brian Hefele and the Chapman Swifts

Founding Partner Brian Hefele just wrapped up his 4th season coaching the Chapman Swifts in the Lincoln Youth Baseball & Softball League. The success of the season was measured in smiles and dog piles after great play on the field. But most importantly this team grew as baseball players, friends and good kids.

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