TritonPoint Partners is proud to announce that Richard and Robert Sichel have joined the firm and will be located in the Philadelphia area. Previously, Richard managed approximately $350m in assets, serving multi-generational families, professionals, business owners, retirees, and institutions.
Greg Blake, Managing Partner, TritonPoint Partners, said: “We are thrilled to welcome Richard and Robert to our deep team of financial professionals.”
TritonPoint Partners’ suite of investment solutions, tax optimization tools, and trust company resources is what drew the father-son team to the firm. “I wanted a platform that enables me to focus on what matters most – serving my long-term clients,” said Richard. Robert underscored his father’s point: “By joining TritonPoint Partners, I am able to work alongside my father to serve clients at a firm that is run by an experienced leadership team with deep expertise in wealth management. After many years focused on the tax and legal side of wealth management, I’m excited to step into a role where I can work more directly with families.”
Previously, Richard served as Executive Vice President and Senior Investment Strategist at The Philadelphia Trust Company, and Robert was a Partner and head of the Fiduciary Practice at K&L Gates LLP.
TritonPoint Partners is powered by Dynasty Financial Partners, which provides operational infrastructure and institutional-level support to wealth management firms.
About TritonPoint Partners
TritonPoint Partners is an independent advisory firm designed to empower firms with flexibility, technology, and investment resources to grow and scale. TritonPoint Partners offers a multi-custodial, open-architecture model and alternatives platform that allows advisors to customize their investment approach. The firm is run by an experienced leadership team with deep expertise in wealth management, estate planning, succession planning, asset management, operations, and investment strategy.
For more information, please visit www.tritonpointpartners.com.
About Dynasty
Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third-party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.
For more information, visit www.dynastyfinancialpartners.com.
Also visit us on social media:
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Twitter: @DynastyFP
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