Overview

I am interested in purchasing a financial advisory practice and/or providing a succession plan. I have spent 20+ years in institutional investment management and strategy for a distribution company to RIAs. Hold a CFA charter with background in institutional portfolio management across multiple asset classes (equity, fixed income, alternatives) and experience with annuities.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...