Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
591 days old
General
Location
Boston, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
60
Avg Client Age
50
Overview

I am a deeply experienced private equity investor and former investment banker, at Donaldson Lufkin & Jenrette, Lane Berry (Founder and CEO), and at Raymond James. I started managing client assets four years ago with the objective of building a significant investment management business. I manage directly three proprietary equity portfolios using rules driven strategies. Our performance has been excellent, net of fees, typically 1%. We do financial planning gratis as a way to strengthen client relationships. You can Google me as I am a frequent guest on CNBC, Bloomberg, and Fox Business News.

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