Overview

I am looking to grow my book of business, either through an acquisition or a partnership/succession. I focus on risk management through Global Asset Allocation. I utilize technology to create a very scalable business. I typically use low cost tax efficient ETF's for major asset classes, I utilize Mutual Fund's for more specialized asset classes. I am very client focused with 25+ years in the investment industry, have my CFA and CFP(R) designations. I am innovative and strive to be where I think the industry is going, rather than just rely on the traditional business model/approach.

Market
RIA
Member Level
Premier
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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