Biz Money: Cribstone Capital Management Partners with Dynasty
Brunswick-based Cribstone Management has partnered with Dynasty Financial Partners, a developer of high-end, open architecture wealth management solutions and technology. Dynasty will help Cribstone transition into an independent registered investment adviser firm. Seventy-five percent of Cribstone’s clients are high net worth Mainers, who generally give to philanthropies with environmental ties.
Wealth--Management, Portfolio management
Valigra, Lori, "Biz Money: Cribstone Capital Management Partners with Dynasty" (2015). Maine News Index – MaineBiz. 6352.