 Strategic partners like Dynasty and MarketCounsel can look at your book of business and see if it’s right for you. They enabled us, on the day we left, to begin operating immediately. You don’t want to leave one firm and spend five months waiting to get working again.”Hal Lambert, Point Bridge Capital. |
My Move: Credit Suisse to Independence
Chris Latham | Financial Advisor IQ, April 2014
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Summary: Financial advisor Hal Lambert left Credit Suisse in October to launch Point Bridge Capital, an RIA with offices in Dallas and Fort Worth, Texas. He and his business partner, Jeff Wildin, had been with Credit Suisse since 2005; before that, they spent more than six years at J.P. Morgan. Point Bridge Capital manages over $200 million. The firm uses Pershing as its main custodian and the Dynasty Financial Partners investment platform.
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