NEW YORK--(EON: Enhanced Online News)--Dynasty Financial Partners today announced its partnership with Point Bridge Capital, the most recent independent investment advisory firm to leverage Dynasty Financial Partners' industry-leading platform of integrated wealth management services and technology.
“The Point Bridge team consists of extraordinary investment advisors who have built a remarkably successful business. With their newly launched firm, we expect they will have even greater success”
With offices in both Dallas and Fort Worth, Texas, Point Bridge Capital is an investment management and capital advisory firm founded by former Credit Suisse Director Hal Lambert. Prior to Credit Suisse, Hal headed discretionary investments for the Southwest United States at JP Morgan. Jeff Wildin, also a former Director at Credit Suisse, heads the Dallas office for Point Bridge Capital as a Managing Director.
"Point Bridge Capital was built around our desire to provide all the capabilities of legacy Wall Street firms with a boutique, multi-family office approach. Each client relationship is a collaborative partnership, which means accessibility and clarity in everything we do. As an independent firm, we provide unparalleled, institutional-quality capital advisory services to ultra high net worth individuals, family offices, and institutional clients," said Hal Lambert, CEO of Point Bridge. "This is possible through Dynasty’s open-architecture platform of best-in-class resources. All of our clients benefit from the scale of the Dynasty Network.”
Tim Bello, Partner and Director of Strategic Implementation at Dynasty, said, "After a long and thoughtful process, Hal and his team founded an independent firm that enables them to focus on the needs of their client base. Point Bridge has access to the widest platform of solutions and services, and the best investments and expertise available. Hal and his team have ambitious plans to expand and now have the platform in place to expand their business across the United States."
The company will access Dynasty's groundbreaking investment platform, which integrates industry-leading proprietary research from Wilshire Associates and Callan Associates and Envestnet's state-of-the-art portfolio tools and reporting technology. Pershing Advisor Solutions LLC will provide clearing and custody services.
"The Point Bridge team consists of extraordinary investment advisors who have built a remarkably successful business. With their newly launched firm, we expect they will have even greater success," said Shirl Penney, President and CEO of Dynasty Financial Partners. "Dynasty is excited to partner with Hal and his team, and we are proud to add them to our Network of truly independent advisors.”
Hal Lambert – CEO and Managing Director, Point Bridge Capital
Prior to founding Point Bridge Capital, Mr. Lambert advised and managed assets for ultra high net worth and institutional clients at Credit Suisse. He manages a U.S. equity income strategy that he began at Credit Suisse. Prior to Credit Suisse, Hal headed discretionary investment management for the Southwest Region of JP Morgan managing all discretionary assets for the region. He also served several years on the U.S. PBIT (Private Bank Investment Team) for JP Morgan, which set the asset allocation policy for all Private Banking clients in the United States. Prior to JP Morgan, he was a credit analyst for the Bass family in convertible arbitrage. He also has an extensive background in Trust and Estate planning having graduated from Northwestern Graduate Trust School. He has a BBA in Finance from The University of Texas at Austin, an MBA from Georgetown University, and is a Chartered Financial Analyst (CFA).
Jeff Wildin - Managing Director, Point Bridge Capital
Mr. Wildin has an extensive career providing investment and private banking advice to high net worth clients since 1995. Jeff began his career at a closely held Trust Bank after law school. He joined JP Morgan in 1999 helping establish the first office for the JP Morgan Private Bank in Texas. From there, he was asked to help establish a JP Morgan Private Banking office in Denver, and subsequently Scottsdale, AZ. In 2005, Mr. Wildin returned to Dallas and joined Credit Suisse where he has been advising high net worth and institutional clients for the past eight years. He continues to cover clients throughout the United States, with an emphasis on clients in the Southwest. He has been active on several boards including the Van Cliburn Foundation, which sponsors the Van Cliburn International Piano Competition as well as the Board of Trustees for the Dallas Opera. He graduated from Principia College and earned his JD from the University of Kansas.
About Point Bridge Capital
With offices in Dallas and Fort Worth, TX, Point Bridge Capital provides unparalleled, institutional-quality capital advisory services to the ultra high net worth, family office, and institutional clients. Point Bridge specializes in investment management, manager search/advisory, lending, and M&A advisory. The firm offers its clients true open architecture, where everything from asset custody to execution is tailored to the client’s specific needs, requests and risk tolerance, with competitive pricing unavailable through normal channels.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates the finest wealth management capabilities for the industry’s leading independent investment advisor teams. Dynasty offers a customized open-architecture platform of wealth management solutions and technology to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com.