Overview

My wife and I run a very small money management business. She wants to retire at year end. She handles all the compliance and accounting matters. I'm looking to join a money manager or hedge fund manager who would be interested in our unique style of money management who would bring clients, accounting and compliance for money management skills of an accomplished CFA.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...