A team of advisors who previously managed $600 million in client assets at Merrill Lynch’s Private Banking and Investment Group in Dallas left the wirehouse for RIA Syntal Capital Partners, according to an announcement.
The four-person team is led by financial advisor Ben Gordon, who had been at Merrill Lynch since 1994 and specialized in investment strategy design, asset allocation and portfolio construction.
Joining Gordon at Syntal are Laura Blair, senior vice president of client operations; Collin Hart, vice president of investment strategy and research; as well as Risa Kiser, chief of staff for the Dallas market.
“Our decision to combine with Syntal Capital Partners was based around doing right by our clients,” Gordon said in a statement. We have watched [co-founders Dane Crunk and Chad Clary] build out Syntal since their launch in 2012 and have been very impressed with their success as a leading Texas-based independent advisory firm in the energy space. We look forward to working together and leveraging the capabilities available in the independent space.”
With this new addition, Syntal Capital Partners has expanded its team to a total staff of 12.
The firm also expands its geographic footprint in Texas to the Dallas market and broadens its network in the energy space as well as adding numerous additional sectors to its practice.
According to Dane Crunk, managing director and co-founder of Syntal Capital Partners, “energy will remain a critical part of our business; however, with Ben and his team joining Syntal, we have broadened our business and will now serve clients in numerous sectors beyond energy including real estate, consumer goods, technology and finance sectors.”
Janney Nabs Advisor From Morgan Stanley
Janney Montgomery Scott LLC announced that Christopher C. Walkley has joined Janney’s Garden City, New York, branch office.
Walkley, who will be senior vice president of wealth management, comes from Morgan Stanley with $106 million in client assets.
Joining Walkley at Janney is Lauren A. Matus, a private client assistant. Matus was also previously affiliated with Morgan Stanley.