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Why quiet co-breakaways of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

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RIABIZ – 5-12-15

Penney, who arrived in New York in a $13 suit and built Dynasty, is reconnecting with his home state by signing on a Brunswick breakaway

Brooke’s Note: I was born in Portland, Maine. I spent many summers in the 1970s and into the 1980s baiting irons on Freeport lobster boats, digging bushels of Harraseeket clams and shooting — and missing — in the direction of Pownal deer. I went to Maine schools with very bad-smelling hot lunches and ...

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Cribstone Capital Partners With Dynasty In Move To Independence

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FA- Financial Advisor Magazine

Cribstone Capital Management, an investment advisor in Brunswick, Maine, is going independent with the help of Dynasty Financial Partners, the firms announced Monday.

Cribstone is the latest firm to go independent and partner with New York City-based Dynasty Financial Partners, which provides wealth management services and technology applications to financial advisors that are transitioning to independent operations. In February, Mosaic Family Wealth in St. Louis announced a similar partnership with Dynasty.

Cribstone, with $425 million in assets under ...

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Dynasty Leverages Platform Prowess; Launches Cribstone Capital Management

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AdvisorHub 

Dynasty Financial Partners today announced its partnership with Cribstone Capital Management, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology.

Financial advisor Scott Upham co-founded Cribstone Capital Management over two years ago. Now, together with Partner and Investment Strategist, Odette Galli, Mr. Upham has left Ameriprise to launch Cribstone as an independent RIA. In addition, financial advisor John Duffy is joining Cribstone as a Partner from LPL. Cribstone ...

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ON THE MOVE-Dynasty adds Maine brokers that managed $425 mln

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May 11 (Reuters) – Dynasty Financial Partners, a high-end service provider started by former Smith Barney brokers that supports around 30 independent financial adviser firms, said Monday it added a firm in Maine that managed about $425 million in assets.

Led by financial advisers Scott Upham, Odette Galli and John Duffy, the advisory group Cribstone Capital Management joined Dynasty’s platform in Brunswick, Maine, from Ameriprise Financial and LPL Financial.

Upham, who co-founded Cribstone when he worked at Ameriprise in 2012, named ...

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Leading Maine-Based Wealth Management Team Launches Cribstone Capital Management as an Independent Advisory Firm

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Firm Positioned to Become Advisory Leader in New England with Three Offices and Expanded Team

BusinessWire – May 11, 2015, 10am. Full Article

NEW YORK, NY, May 11, 2015 – Dynasty Financial Partners today announced its partnership with Cribstone Capital Management, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated wealth management services and technology.

Financial advisor Scott Upham co-founded Cribstone Capital Management over two years ago. Now, together with Partner and Investment Strategist, Odette ...

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