Overview

I've worked in investment banking for 18 years. I've worked with 30 different equity mutual funds in my career as an equity research consultant. I've dealt with the various styles of funds (SMID cap, Large Cap, Core Fund, Growth, Value, Deep Vale, GARP and the largest Global Allocation fund in the U.S). After 18 years, I want to bring my asset allocation and equity expertise to retail clients. If an RIA is interested in transitioning out of his/her business I'd like the opportunity to meet.

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