Advisors at this firm
Meredith M
Series 65
San Diego, CA
TritonPoint Partners, LLC
Meredith Mc Call is a financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM from 2019 to 2023 and United Capital Financial Advisers from 2010 to 2019. Meredith holds a Series 65 designation. TritonPoint Partners, LLC provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy grounded in modern portfolio theory, combining public equities, fixed income, and private market alternatives, and uses a mix of in-house and third-party management along with regular portfolio reviews.
Megan H
CFP®, Series 66
San Diego, CA
TritonPoint Partners, LLC
Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her prior roles include positions at Goldman Sachs PFM and Morgan Stanley. She holds the Series 66 designation and is based in San Diego, CA. TritonPoint Partners, LLC is a small advisory team providing investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, with portfolios managed through a combination of in-house and third-party resources.
Gregory P
CFP®, ChFC®, Series 66
Scottsdale, AZ
TritonPoint Partners, LLC
Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.
Jonathan A
Series 63, Series 65
Clarence, NY
TritonPoint Partners, LLC
Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with four years of industry experience. He previously worked at Sandhill Investment Management for 12 years. Outside of his advisory role, Amoia serves as a principal at Alkemy Machine, where he is involved in strategic decision making and financial oversight. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, focusing on long-term asset allocation and modern portfolio theory. The firm combines public equities, fixed income, and private market alternatives, utilizing both in-house and third-party managers along with specialized tools for comprehensive portfolio management.
Harold H
Series 63, Series 65
Chevy Chase, MD
TritonPoint Partners, LLC
Harold Hughes is a financial advisor at TritonPoint Partners, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PNC Capital Advisors, PNC Bank, North Capital Private Securities, and Arete Wealth Management. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, using a combination of in-house management and third-party managers.