Overview

I am looking for an opportunity to join a firm ready for growth. Advisor Research Partners is a research oriented registered investment advisor and advisory M&A consultant. We are also exploring Fintech applications to target younger investors that will collectively inherit some $30 Trillion from their Baby Boomer parents. I have over 17 years of experience as a securities analyst, portfolio manager, business developer and senior managing partner. With my previous firm

I was directly involved in growing AUM from $85 million to $1.6 billion over 15 years, improving processes and managing back office staff, business development, and technology implementation. During that time, I earned an MBA in finance and accounting from Regis University. I specialize in deep research (Forensic Investment Due Diligence) on public and private companies and hedging strategies for large investments.

I am considering opportunities to help grow AUM and potentially become a successor or buyer.


Last Activity
6 months or more

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