Trio From Ameriprise, LPL Launch Independent RIA In Maine

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Eliane Chavagnon, Editor – Family Wealth Report, May 12, 2015

A new RIA has been launched in Maine, leveraging Dynasty’s wealth management and technology platform.

Dynasty Financial Partners has added Maine-based Cribstone Capital Management to its network of independent investment advisory firms.

Team Photo 1192-2 copyFinancial advisor Scott Upham co-founded Cribstone around two years ago and now – with partner and investment strategist, Odette Galli – has left Ameriprise to launch Cribstone as an independent RIA. Meanwhile, financial advisor John Duffy is joining Cribstone as a partner from LPL.

“Cribstone Capital Management was founded as a regional firm in Maine and is very much built around our desire to keep our clients’ money management services in Maine,” said Upham, managing partner and director of wealth management at Cribstone. “We have a passion for serving clients both in the state and those who may be at a distance but identify proudly and profoundly with Maine.”

Cribstone, which works with families as well as non-profit clients, is headquartered in Brunswick, with additional offices in Augusta and Cumberland Foreside.

 

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