Client Service Associate   jbistrian@yorkbridgewealth.com Jack Bistrian is a Client Service Associate at YorkBridge Wealth Partners. He is responsible for maintaining, deepening, and enriching client relationships. He also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports. Jack has a Bachelor’s degree in Islamic Civilizations and Societies from Boston [...]

Chief Compliance Officer & Director of Operations   (212) 518-2126   sscher@YorkBridgeWealth.com Seth Scher is the Chief Compliance Officer and Director of Operations at YorkBridge Wealth Partners. He is responsible for a variety of finance, HR, operations, and compliance functions for the firm. Seth has 20 years of experience in operations, finance, and compliance. Prior to [...]

Financial Advisor   (631) 702-3373   tdickson@yorkbridgewealth.com Theodore F. Dickson is a Financial Advisor at YorkBridge Wealth Partners and is a CHARTERED FINANCIAL ANALYST® charter holder. Prior to joining YorkBridge, Ted was with Croft Investment Management for 16 years, starting as an assistant and working his way up to become a Portfolio Manager and member of [...]