Based in Madison, Wisconsin, bluepoint Investment Counsel is largely focused on the needs and issues of higher education institutions, non-profits and the ultra high net worth marketplace. The firm will leverage the capabilities of Dynasty Financial Partners.
The Hulls provide assistance in the areas of investment policy, portfolio design, investment selection and performance monitoring. They have experience providing fiduciary guidance to public pensions, universities, fraternal organizations, healthcare organizations, retirement plans, non-profit entities and endowment funds.
The Hulls created bluepoint after leaving Morgan Stanley Smith Barney where they had been institutional consulting directors of Graystone Consulting. Joining them are Ariana Neuner and Kent Costello – both previously financial advisers with Graystone Consulting. Lauren Kelly, chief financial officer, and Natasha Augustine, senior investment analyst, are also joining bluepoint from Morgan Stanley Smith Barney.
bluepoint is the fourteenth independent advisory firm to join Dynasty’s wealth management platform and brings expertise in both institutional and private families to the Dynasty Network of advisers.More information is at http://www.dynastyfinancialpartners.com.
« Employers Admit to Waiting for the Health Care Decision