TritonPoint Partners, LLC

Meredith Mc Call is a Series 65-licensed financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM and United Capital Financial Advisers. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment process combines modern portfolio theory with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools.

Megan Hayden is a CFP® and holds a Series 66 license, currently serving at TritonPoint Partners, LLC with seven years of industry experience. She has worked at several firms, including Goldman Sachs PFM and Morgan Stanley, and is based in San Diego, CA. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation approach informed by modern portfolio theory and combines quantitative and fundamental analysis across a range of asset classes, including private-market alternatives.

Richard Sichel is a financial advisor at TritonPoint Partners, LLC with credentials including Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at The Philadelphia Trust Company for 27 years before joining TritonPoint Partners in 2026. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach integrates long-term asset allocation using quantitative and fundamental analysis across public equities, fixed income, and private-market alternatives, supported by technology-enabled tools including generative artificial intelligence.

Matthew Sanchez is a CFP® with 12 years of industry experience. He currently works at TritonPoint Partners, LLC, where he has been since 2026. Prior to this, he held roles at Vivaldi Capital Management LP, Biechele Royce Advisors, TD Ameritrade, and Charles Schwab. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy informed by modern portfolio theory and uses a combination of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence.

Gregory Powers is a financial advisor at TritonPoint Partners, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Powers is a managing director and financial planner with TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy blending quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology including generative AI.

Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sandhill Investment Management for 12 years. Outside of his advisory role, he is a principal at Alkemy Machine, where he is involved in strategic decision-making and financial oversight. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach combines long-term asset allocation, quantitative and fundamental analysis, and a mix of public equities, fixed income, and private-market alternatives, supported by in-house management and independent managers.

Robert Sichel is a financial advisor with TritonPoint Partners, LLC and holds a Series 65 designation. He joined TritonPoint in 2026 after a decade at K&L Gates, LLP. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach combines long-term asset allocation with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence for research and client service.

Carlos Sanchez is a CFP® with 32 years of industry experience. He is currently with TritonPoint Partners, LLC and has previous experience at firms including Vivaldi Capital Management LP, U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach emphasizes long-term asset allocation using modern portfolio theory, combining quantitative and fundamental analysis, and incorporates public equities, fixed income, and private-market alternatives.