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