The firm, which is based in New York City and Bridgehampton, New York, was set up by managing partners Carrie Gallaway and Andrew Stern, who both previously worked at Lebenthal Wealth Advisors. 

As part of the network, YorkBridge will have access to Dynasty's open-architecture wealth management solutions and technology platform for investment advisors. The firm has also partnered with providers including Schwab Advisor Services and Fidelity Institutional Services for analytics and operational support.

“Carrie and Andy and their team have substantial experience working together as an investment and advisory team and we are confident that they will have great success as an independent advisory firm,” said Shirl Penney, Dynasty’s chief executive. “We proudly congratulate them on the launch of YorkBridge Wealth Partners.”

Separately, YorkBridge has appointed Jeffrey Lane as partner, William Joseph as senior managing director, Barbara Doran as director and senior portfolio manager, Leigh Moglia as senior vice president, and Virginia Urdaneta as executive assistant – all from Lebenthal.