Overview

Young advisor looking to join an RIA as a potential successor or buy a practice. Currently working in commodities trading in Austin, TX. I have 4 years experience managing UNHW relationships between 500k-1B. Between two private banking teams I have been involved with $6B in AUM. My roles have included managing 400MM+ in alts, 1B+ in lending, handling discretionary trading for institutional clients, manager research and selection, managing a portion of the book, prospecting for new business, pitching investments and managing associates. I would love to network with RIA’s in Austin TX who would be interested in adding a young advisor with my background.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
826 days old

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