Overview

Two partners with combined investing experience of forty years. I have a CFA, CPA and MBA from a top 10 school and spent the last 15 years on Wall Street as an analyst and portfolio manager. My partner co-founded a firm which now manages $1.4 billion in RIA money. Together we are looking for an RIA to acquire with an existing client base invested in separate accounts of individual equities. The firm will rely on decades of stock picking experience to build client portfolios for superior risk-adjusted returns. We look to grow the business substantially over the next decade.

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