Posts Tagged 'Dynasty Financial Partners'

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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