Overview

Looking to acquire the right fee based practice. I bring 30 years of experience across Capital Markets and Wealth Management working with the most sophisticated Institutional Investors, non-profits, and private clients. My clients receive institutional level thinking, asset management and risk management focus for clientele consisting of retiring baby boomers and later generations looking for growth and income and the appropriate mix of both giving their risk profile. Money manager who runs Financial Plans and Retirement Plans as part of investment management fee. I have managed large investment branch offices for top 10 north american banks, overseen institutional fixed income, equity, and derivative traders, strong credit market intelligence, experience Capital Markets and Corporate Investment Banking background. Use primarily ETFs and individual names, with the occasional mutual fund.

Market
RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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