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FUNDRAISING NEWS | January 29, 2025
Tags: Personnel, Financial Advisor Move
Dynasty Financial announced that Washington, DC, area advisory TritonPoint Wealth has joined its network from Goldman Sachs, where the team reportedly managed approximately $1.6B in client assets.
TritonPoint Wealth is a 16-member team that caters to high-net-worth individuals, families, and businesses in the Washington, DC, metro area, with headquarters in Chevy Chase, MD, and offices in Scottsdale, AZ, and San Diego.
Joining Dynasty Financial are TritonPoint Wealth partners Andrew Schiff, Greg Blake, and Will Sterling, COO Deatra Vailes, Managing Director Gregory Powers, and vice presidents Jonathan Rosner and Peter Halbrook. On October 9, Dakota reported that Dynasty received a minority equity investment from Schwab, BlackRock, and JPMorgan as it seeks capital to back its expansion plans.
Written By: Dakota
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