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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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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Merrill Lynch Advisers in Portland Break Away (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.

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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.

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