Point Bridge Capital, a new advisory firm serving ultra-high-net-worth clients, has opened for business in Dallas and Fort Worth, Texas.
The independent investment management and capital advisory firm has $1 billion in AUM. Founder Hal Lambert, a former Credit Suisse director, is CEO and managing director of the new firm. Prior to Credit Suisse, Lambert headed discretionary investment management for the southwest region at JP Morgan.
Jeff Wildin, also a former director at Credit Suisse, heads the Dallas office as managing director. Prior to Credit Suisse, Wildin served with JP Morgan, helping to establish the first office for the JP Morgan Private Bank in Texas. He then helped establish additional offices in Denver and Scottsdale, Ariz.
Point Bridge Capital has selected Dynasty Financial Partners for their open-architecture wealth management platform.
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