News & Insights

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

    Carrie Gallaway and Andrew Stern to lead group opening YorkBridge Wealth Partners
    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 […]

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

    Group overseeing $750 million starts wealth manager YorkBridge
    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 […]

  • Newly-­formed YorkBridge plans to serve the growing Hamptons wealth market - Private Asset Management

    July 7, 2016 @ 8:12 Pm

    Carrie Gallaway and Andrew Stern, former managing partners at Lebenthal, a New York­based wealth management firm, have launched YorkBridge Wealth Partners, an advisory firm based in New York and Bridgehampton, NY.   This launch is testament to the growing high­net­worth (HNW) and ultra­high­net­worth (UHNW)population in the Hamptons, Stern told PAM.   The Hamptons are traditionally […]