Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
830 days old
General
Location
Philadelphia, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
5
Avg Client Age
60
Overview

I run a small family office which includes a private investment fund (small cap equities) as well as some private real estate holdings. Harvard College, Columbia Business School, CFA. Have helped to run several equities hedge funds, and I am now looking to acquire a small wealth management business or possibly join a more established firm in a successor-type role.

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