$15MM AUM | $120,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
8
Avg Client Age
43
Overview

Wanderlust Wealth Management is a newly formed independent registered investment advisory firm acting in a fiduciary capacity to deliver goal-based financial counsel and comprehensive wealth management solutions to high-net-worth individuals, their families, endowments, and foundations.

My previous career experience includes Goldman Sachs, where I worked closely with sophisticated private wealth clients to develop wealth and investment strategies in excess of $10B in assets, and ADCP Group, a Family Office that specialized in direct private equity investments.

I graduated summa cum laude from Baruch College with a Masters in Science, earned a Bachelors of Science from Indiana University, serve on boards of several organizations, and enjoy giving back to the community.

I'm looking to expand my current practice through a collaborative effort with other like-minded professionals. I have tremendous experience managing ultra-high-net-worth individual's personal finances. I purposely want to keep my operations lean, leverage new and existing technology as much as possible.

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