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.