Overview

Looking to relocate to Boston. I have a small book but would prefer to join an existing firm in a succession capacity internally. I previously managed a 24mm book of business and was very successful until I was double crossed by my previous mentor and subsequently sued. Nothing happened from the arbitration other than I quit and was trapped in a non compete. Learned a lot from this experience and am looking to connect with a like minded advisor and move up to MA (anywhere in the state) and work with them for as long as they want to work. I am resourceful and have a huge working knowledge of our industry as I have been dealing with clients direct since I graduated college 9 years ago.

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Advisor/RIA
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this month

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