Strategy

Former Credit Suisse Team Launches New Advisory Firm

Stephen Little Reporter November 5, 2013

Former Credit Suisse Team Launches New Advisory Firm

Two former Credit Suisse employees
have left the company to form their own independent advisory firm called Point Bridge Capital.

With offices in
both Dallas and Fort Worth, TX, Point Bridge Capital is headed by chief
executive Hal Lambert, while Jeff Wildin is managing director of the Dallas office.

Point Bridge Capital said in a statement that it had
partnered with Dynasty Financial Partners to use its investment platform and
that it would also be using Pershing Advisor
Solutions for its clearing and custody services.

Prior to founding
Point Bridge Capital, Lambert advised and managed assets for ultra high net
worth and institutional clients at Credit Suisse. Before this, he headed
discretionary investment management for the Southwest region of JP Morgan and also
served several years on the US
private bank investment team.

Wildin began his career at Trust Bank and joined
JP Morgan in 1999, helping to establish offices in Texas,
Denver, and Scottsdale, AZ.
In 2005, Wildin returned to Dallas
and joined Credit Suisse, where he has been advising high net worth and
institutional clients for the past eight years.

 

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