News & Events

  • Markets rally on jobs miss: What happens next? - CNBC.com

    September 2, 2016 12:00 P.M. ET

    The “Fast Money Halftime Report” traders, John Spallanzani, GFI Group chief macro strategist, and Barbara Doran, Yorkbridge director and senior portfolio manager discuss today’s jobs report release, and what’s in store for the market moving forward. Watch the video

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  • Wealth Management Advisers Leave Lebenthal to Open New Firm - Wall Street Journal

    Carrie Gallaway and Andrew Stern to lead group opening YorkBridge Wealth Partners
    By
    VERONICA DAGHER
    July 07, 2016 2:23 P.M. ET

    A group of investment advisers managing more than $750 million in assets left Lebenthal Wealth Advisors to start their own firm, the latest bid for independence within the wealth-management business. Carrie Gallaway and Andrew Stern launched their registered investment advisory firm, YorkBridge Wealth Partners, on Thursday with support from advisory-services firm Dynasty Financial Partners. Five […]

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  • Large team leaves Lebenthal Wealth Advisors to start new RIA firm - InvestmentNews

    Group overseeing $750 million starts wealth manager YorkBridge
    By
    CHRISTINE IDZELIS
    Jul 12, 2016 @ 12:43 Pm

    A large team of advisers has left Lebenthal Wealth Advisors to start registered investment advisory firm YorkBridge Wealth Partners. Carrie Gallaway and Andrew Stern formed YorkBridge with offices in New York City and Bridgehampton, N.Y., taking a group of five former Lebenthal employees with them, according to a statement from Dynasty Financial Partners, which provides […]

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