Overview

After 16 years as an institutional investor and mutual fund manager, I transitioned to the advisor side of the business about 6 years ago. I have a CFA designation and I'm Looking to expand my advisory business through acquisitions or mergers.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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