$2MM AUM | $10,000 GDC in Norwalk, CT

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
132 days old
General
Listing Type
Successor
Location
Norwalk, CT, US
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
10
Avg Client Age
50
Overview

I am a 20-year buy-side equity research analyst and portfolio manager looking for opportunities to join an existing advisory firm in Fairfield County, CT (or elsewhere) that is in need of public equities or mutual fund expertise on behalf of their clients. I am quite well versed in individual portfolio construction and risk management techniques.

I am also exploring and assessing the possibility of starting my own advisory firm, initially with my own personal capital and expanding from there. My expertise lies on the investments side, and I would certainly consider partnering with other potential advisory start-ups who may bring different areas of expertise to the table and where there many be potential synergies.

I will also consider succession/buyout opportunities to partner with a firm for a period of time in order to conduct an orderly transition of a client book to my own.

I am always happy to meet in person with anyone interested in exploring such partnering opportunities further.

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