Overview

I am seeking to join with a more established practice in the Greenwich area rather than establishing a practice from the ground up. I have lived in Greenwich for over 30 years and am well connected in many well-heeled organizations. I am currently a CFA candidate and plan to take the Level 3 exam in June. Please reach out if you are a single practitioner looking to expand your business or someone looking to transition your business in the next couple of years. I also am very interested in working with a firm that is interested in expanding its technology platform to better and more efficiently serve its client base. You must be committed to grow your business and willing to take on a motivated partner to help you do so.

Market
Advisor/RIA
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this month

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