I am currently looking to acquire a book of business. I have over 15 years of experience in wealth management and, after living in New York City for the past 13 years, I have decided to relocate my family back to Buffalo(February '19). Currently, I am an investment advisor with a large bank and have been there for over two years.
For the greater part of my career, I have been wholesaling various wealth management products to investment advisors at banks, wirehouses, and independent broker dealers. Those products include(in no particular order): exchange traded funds, closed end funds, mutual funds, co-mingled mutual funds, separately managed accounts and unit investment trusts. Throughout my career in financial services, I have built long-lasting relationships by representing myself with the highest integrity.
I look forward to hearing from you to discuss any partnerships, buyout or succession deal that is fair and appropriate.