Thu, 06/03/2014 - 06:14
Cable Hill Partners is the most recent independent investment advisory firm to leverage Dynasty Financial Partners' 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.
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 USD700m 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 ‘Cable Hill’ is a Portland historical reference to a landmark cable car that serviced Portland; our goal is to transport our clients to a higher place with consistency and predictability,” says Christian.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,” says 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 investment and technology platform, which leverages Dynasty’s investment committee and internal investment operations team. Fidelity Investments will provide primary clearing and custody services.
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