Two Ameriprise Financial advisors and another from LPL Financial are forming a three-person independent advisor team with $425 million in assets under advisement, by linking up with Dynasty Financial Partners.
Cribstone Capital Management is composed of co-founder, managing partner and director of wealth management Scott Upham, as well as partner and director of investment strategies Odette Galli. Partner and director of retirement plan services John Duffy has also joined the firm from LPL.
Cribstone is headquartered in Brunswick, Me. with additional offices in Augusta and Cumberland Foreside. The firm provides services for both wealth management and endowment management.
Prior to joining Ameriprise in 2012, Upham spent seven years with Russell Financial Services, according to Financial Industry Regulatory Authority records. He also worked with Ameriprise between 2002 and 2005.Share