Overview

I am an experienced portfolio manager with extensive exposure to alternatives and traditional investments. I am looking to either acquire or join a firm where I will become the majority shareholder through time. I am looking to potentially work under and with the selling party for a period of time to entail a smooth transition that benefits clients in the long term.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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