Pershing, Dynasty, and Envestnet Gang-tackle Credit Suisse

Breaking away from Credit Suisse has been on the minds of Hal Lambert and Jeff Wildin for several years but they had never been able to identify the landing spot that seemed suitable.

But after a year of careful study and preparation the two advisors — after having departed JPMorgan several years before — the two left the prestigious investment company on Oct. 18 to form PointBridge Capital in Dallas and Fort Worth, which advises $1 billion of assets for entrepreneurs, family offices, foundations and pensions.

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