TritonPoint Wealth, LLC

Andrew Schiff is a financial advisor at TritonPoint Wealth, LLC with 27 years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of advisory work, he is an owner of several residential real estate holding companies based in Baltimore, MD. TritonPoint Wealth, LLC provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension plans. The firm manages approximately $1.54 billion and employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives using both quantitative and fundamental analysis.

William Sterling is a financial advisor at TritonPoint Capital, LLC with 19 years of industry experience. He previously worked at Goldman Sachs & Co. LLC and Charles Schwab & Co., Inc. Sterling holds Series 63 and Series 66 designations. TritonPoint Capital provides discretionary and sub-advisory investment management to individual and institutional clients, including high net worth individuals, family offices, endowments, and pension plans. The firm uses a variety of analytical methods and manages portfolios across traditional and alternative asset classes, emphasizing customized asset allocation and governance support.

Howard Rothman is a financial advisor at TritonPoint Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services. TritonPoint Wealth, LLC offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension plans. The firm manages approximately $1.54 billion on a discretionary basis and employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternatives, using both quantitative and fundamental analysis for security selection.

Gregory Blake is a financial advisor at TritonPoint Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Personal Financial Management and WMS Partners, LLC. TritonPoint Wealth, LLC provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion on a discretionary basis and uses a long-term asset allocation approach that combines public equities, fixed income, and private-market alternative investments.

Ryan Ferrell is a financial advisor at TritonPoint Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisers LLC and Wells Fargo Clearing Services, LLC. Prior to his financial services career, he operated Ferrell Lawn Care, LLC for ten years. TritonPoint Wealth, LLC provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension plans. The firm manages approximately $1.54 billion on a discretionary basis and employs a long-term asset allocation strategy combining public equities, fixed income, and private-market alternative investments, using both quantitative and fundamental analysis.

Pierre De La Croix Vaubois is a financial advisor at TritonPoint Wealth, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience in various roles including positions at the University of Massachusetts Amherst and Nomadic Real Estate. TritonPoint Wealth provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion on a discretionary basis and employs a long-term asset allocation approach that combines public equities, fixed income, and private-market alternative investments.

Jake Schoenfeld is a financial advisor at TritonPoint Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs, GTT Communications, Monumental Sports & Entertainment, and Hospitality Investors Trust. TritonPoint Wealth, LLC provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion on a discretionary basis, using a long-term asset allocation approach that combines public equities, fixed income, and private-market alternative investments with both quantitative and fundamental analysis.

Alisha Patel is a financial advisor at TritonPoint Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining TritonPoint Wealth, she worked at Sage Group and held various roles at the University of Maryland and Pimco. TritonPoint Wealth, LLC provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion in assets and employs a long-term asset allocation strategy combining public equities, fixed income, and private-market alternative investments, utilizing both quantitative and fundamental analysis.

Peter Halbrook is a financial advisor at TritonPoint Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs Personal Financial Management and PNC Investments. TritonPoint Wealth, LLC provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion on a discretionary basis and employs a long-term asset allocation strategy that integrates public equities, fixed income, and private-market alternative investments using both quantitative and fundamental analysis.

Jonathan Rosner is a financial advisor at TritonPoint Wealth, LLC with 11 years of industry experience. He holds the Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management, Wealthspire Advisors dba Bronfman E.L. Rothschild, LP, and Convergent Wealth Advisors, LLC. TritonPoint Wealth, LLC provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1.54 billion on a discretionary basis and employs a long-term asset allocation approach combining public equities, fixed income, and private-market alternative investments.