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.

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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...