Overview

Experienced equity portfolio manager/client service professional interested in becoming a successor or joining an investment advisor in the Philadelphia area. Looking to leverage my extensive investment experience in equity portfolio management and asset allocation/fund selection and my long-standing relationships with wealthy individuals. Outperformed benchmarks throughout career. Have marketed funds to a variety of institutional and retail clients. Currently serving on two investment committees and actively managing asset allocation and fund/manager selection. Maintain office in West Conshohocken with several investment firms and private investors.


Last Activity
6 months or more

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