TritonPoint Partners announced that Richard and Robert Sichel have joined the firm and will be based in the Philadelphia area. Richard Sichel previously managed approximately $350 million in client assets, serving multi-generational families, professionals, business owners, retirees, and institutions.
The move expands TritonPoint Partners’ presence in the Philadelphia market as the independent advisory firm continues to grow its network of financial professionals. The father-son team cited the firm’s investment platform, tax-optimization capabilities, and trust-company resources as key factors in joining the organization.
Prior to joining TritonPoint Partners, Richard Sichel served as Executive Vice President and Senior Investment Strategist at The Philadelphia Trust Company. Robert Sichel previously served as a Partner and head of the Fiduciary Practice at K&L Gates LLP.
TritonPoint Partners operates with support from Dynasty Financial Partners, which provides operational infrastructure and institutional-level support services to wealth management firms.
The firm said its platform is designed to provide advisors with flexibility, technology, and investment resources through a multi-custodial and open-architecture model. TritonPoint Partners also offers access to alternative investments and advisory resources spanning estate planning, succession planning, operations, and investment strategy.
KEY QUOTES:
“We are thrilled to welcome Richard and Robert to our deep team of financial professionals.”
Greg Blake, Managing Partner, TritonPoint Partners
“I wanted a platform that enables me to focus on what matters most – serving my long-term clients.”
Richard Sichel
“By joining TritonPoint Partners, I am able to work alongside my father to serve clients at a firm that is run by an experienced leadership team with deep expertise in wealth management. After many years focused on the tax and legal side of wealth management, I’m excited to step into a role where I can work more directly with families.”
Robert Sichel
