Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
1,137 days old
General
Location
Deerfield, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
200
Avg Client Age
60
Overview

I organize investments for owners, executives and their families.

My unique background and name recognition in the Chicagoland area will add tremendous value in facilitating an exit strategy and/or when retaining clients of a successful wealth (investment) management practice. Also, my experience in the profession of advice has been shaped by owners who sell their businesses. I will work to ensure a succession plan comes to fruition for all parties/families involved.

My intent is to review deal economics of the largest selling owners in CHI or KC and find a partner.

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