Listing in Weston, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Weston, CT, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

I'm an experienced investment executive with with generalist knowledge across global markets and strategies,
I have researched and picked individual securities, worked as an asset allocator/portoflio manager, risk manager
and manager due diligence specialist for high net worth and ultra high net worth families and institutions.
I am looking to join a practice that is looking for a succession plan or to buy an established practice.
I have been operating in enterpreneurial environments, including solely launching a new investment firm.
I hold CFA, CAIA and PRM certifications as well as undergraduate and graduate degrees from
an Ivy League institution; I also published finance papers successfully and serve as Adjunct Professor of Finance.

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