Overview

I have 40+ years on Wall Street, I've owned a full-service Brokerage firm and several RIAs.
My partner, a 29 years old is a math & computer professional, and I have spent the last 5 1/2 years building a financial technology firm. Equity Risk Sciences, llc The firm produces equity risk research.

We also own a RI registered RIA, Capital Preservation Trust, llc (CPT)
We are not soliciting clients for the RIA until we find a portfolio manager, buy an RIA with a portfolio manager or merge with an existing RIA. We need a portfolio manager before we begin marketing the services of the RIA.

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

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