Overview

Investment professional with more than 20 years of experience managing a wide variety of investment styles & vehicles, across multiple market cycles. I have managed books of $500M HNW with 200+ accounts / 90 relationships and have also served as lead manager or team manager for multiple $1B plus retail, institutional and Separately Managed Accounts investment strategies. Great client relationship and investment skill set.

I am considering building an independent RIA practice through a combination of my own investor base and buying / succession or one or more existing practices. Have significant capital available for the right opportunity. Willing to consider extended earn out / transition if desired by seller.

My dream scenario would be to find a RIA with 25-100 million AUM who would like to sell / transition the business to an honest, competent, fiduciary minded investor over the next 2-5 years to ensure client stability and peace of mind. This would provide a foundation business that would allow me build and grow the practice over time while managing and transitioning your business with your help and introductions.

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

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