NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that YorkBridge Wealth Partners has joined its Network of Advisory firms. Managing Partners Carrie Gallaway and Andrew Stern formed YorkBridge after leaving Lebenthal Wealth Advisors. YorkBridge Wealth Partners is based in New York City and Bridgehampton, NY.
Joining Ms. Gallaway and Mr. Stern at YorkBridge Wealth Partners are Jeffrey B. Lane – Partner, William Joseph – Senior Managing Director, Barbara Doran – Director and Senior Portfolio Manager, Leigh Moglia – Senior Vice President, and Virginia Urdaneta – Executive Assistant – all joining from Lebenthal Wealth Advisors.
Led by Managing Partners Ms. Gallaway and Mr. Stern, YorkBridge Wealth Partners is comprised of a team of talented professionals with deep experience in the wealth management business. They first joined forces in 2004 to direct the successful transfer of the wealth management business from Citi Asset Management to Smith Barney and to lead their team and clients through the financial crisis and ensuing joint venture/acquisition by Morgan Stanley.
“With YorkBridge Wealth Partners, we have created a distinctive business model that capitalizes on advances in technology within financial services to assure access to some of the industry’s leading products and resources,” said Andy Stern.
Carrie Gallaway added, “We believe that launching and operating our own firm is the best path forward to ensure a superior client service model and customized solutions to meet our clients’ needs. Our goal is also to develop a unique and bespoke culture for our employees. Now, with YorkBridge, we are able to invest directly in resources for our clients and our employees.”
YorkBridge has formed strategic partnerships with leading providers including Schwab Advisor Services, Fidelity Institutional Services and Dynasty Financial Partners for the robust analytics and operational support that will allow it to continue delivering objective and personalized service at the highest level.
“Carrie and Andy and their team have substantial experience working together as an investment and advisory team and we are confident that they will have great success as an independent advisory firm,” said Shirl Penney, Dynasty’s CEO. “We proudly congratulate them on the launch of YorkBridge Wealth Partners.”
Biographies
Carrie S. Gallaway, CFP®, Managing Partner, Advisor
Carrie Gallaway brings nearly twenty years of experience helping clients plan for more secure and satisfying futures and peace of mind. As a CERTIFIED FINANCIAL PLANNERTM, she works diligently to understand her clients’ life goals and circumstances and is skilled at taking a holistic approach to their finances. Most recently, Ms. Gallaway served as a Managing Director at Lebenthal Wealth Advisors. Prior to Lebenthal, she spent 15 years with Morgan Stanley and predecessor firms, rising to Senior Vice President as an advisor specializing in developing, implementing and monitoring retirement, education, investment and estate plans for individuals and families. She began her career as a Registered Client Service Associate with DLJdirect following her graduation from Lehigh University.
Andrew L. Stern, Managing Partner
Andy Stern offers clients the benefit of his significant experience in wealth and investment management. Before launching YorkBridge Wealth Partners, he served as a Managing Director at Lebenthal Wealth Advisor where he guided clients across the complexities of wealth management including portfolio construction and planning strategies. Prior to joining Lebenthal in 2014, Mr. Stern spent 17 years at Morgan Stanley and predecessor firms. He first worked as an analyst at Smith Barney Asset Management and then rose through the ranks to become, among other roles, Co-Portfolio Manager of a U.S.-based large-cap growth equity portfolio with nearly $1B in assets. He received an MBA degree from the Leonard N. Stern School of Business at New York University and his undergraduate degree from Emory University. Mr. Stern is involved in several local non-profit organizations.
Jeffrey B. Lane, Partner
Prior to joining YorkBridge Wealth Partners as a Partner, Jeffrey Lane served as Chairman of the Board for Lebenthal Holdings, LLC. Previously, Mr. Lane was Chairman of CASA Columbia. Prior to that, he was Chairman and Chief Executive Officer of Modern Bank. Before joining Modern Bank, he was Chief Executive Officer of Bear Stearns Asset Management. Previously, he was a Vice Chairman of Lehman Brothers, a member of the Office of the Chairman, Chairman and CEO of Neuberger Berman Inc. (NBI), as well as a member of NBI’s Executive Management Committee.
Mr. Lane was previously with Travelers Group as Vice Chairman working closely with the Chairman and Chief Executive Officer in the management of the company’s various administrative functions and operating units. Prior to that, he had been Shearson Lehman Brothers’ President and Chief Operating Officer. He began his career as a securities analyst at a predecessor firm to Shearson.
A graduate of New York University, Mr. Lane holds an MBA from the Columbia University Graduate School of Business. He is a Director of the North Shore/Long Island Jewish Health System and a Director of Lenox Hill Hospital.
William Joseph, Senior Managing Director
William Joseph has nearly 50 years of experience in the wealth management industry. Before joining YorkBridge Wealth Partners, he served as Managing Director for Lebenthal Wealth Advisors. Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968.
He has written and lectured extensively about investing. He is active with many philanthropies including serving as a long-time board member of the Crohn’s Foundation. He is a graduate of the University of Pennsylvania.
Barbara Doran, Director and Senior Portfolio Manager
Barbara Doran brings to YorkBridge Wealth Partners a rare combination of investment management expertise, fund development and marketing insight. She has served as a Senior Portfolio Manager/Wealth Advisor at Lebenthal Asset Management, where she oversaw large cap growth portfolios in addition to providing wealth advisory services for private clients. Prior to Lebenthal, she was a Senior Portfolio Manager/Wealth Advisor at Morgan Stanley and Research Investment Officer at Neuberger Berman.
She is currently a member of the Board of Trustees at Penn State, from which she graduated with a B.A. in English. In addition, she graduated from Harvard Business School with an MBA.
Leigh Moglia, CFP®, Senior Vice President
Mr. Moglia is a Senior Vice President at YorkBridge Wealth Partners. He has worked in the financial services industry for eight years and is a CERTIFIED FINANCIAL PLANNER™.
Prior to YorkBridge, he worked with Ms. Gallaway and Mr. Stern at Lebenthal Wealth Advisors where he was a Vice President responsible for fixed income trading and directed the team’s financial planning effort. Earlier, he served as an Assistant Vice President with Morgan Stanley.
About YorkBridge Wealth Partners
YorkBridge Wealth Partners provides comprehensive financial planning and investment management services within the framework of an objective and open-architecture environment. From offices in both New York City and Bridgehampton, we ensure for our high-net-worth clients a thoroughly client-focused and authentic customer experience. While we recognize the importance of delivering solid long-term investment performance, we believe it is equally essential to provide thoughtful, customized financial planning advice and solutions that address the unique priorities and preferences of each and every client. For more information, please visit www.yorkbridgewealth.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they 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.
