Ronan O’Byrne, a registered investment adviser who managed $230 million at Fieldpoint Private Securities, has broken away and formed Crescent Pine Family Office Group in Rye, New York. The new firm will use the services of Sanctuary Wealth, an Indianapolis-based platform for wealth management firms.
O’Byrne said he will continue to use Fieldpoint Private banking solutions on the Sanctuary platform, Sanctuary noted in a release.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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