David Christian, Jeffrey Krum, Brian Hefele

Cable Hill Partners

Adviser/team AUM: $700,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Dynasty Financial Partners
Adviser(s) location

Portland, OR

Date announced March 04, 2014
Transition date March 04, 2014

Latest Moves to Dynasty Financial Partners

Adviser(s) Date announced
Scott Upham, Odette Galli, John Duffy May 14, 2015
L. Vincent Elliott, Carey Cooney, Shannon McCueJanuary 05, 2015
Timothy Rodgers, Keith OsborneOctober 06, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.