Overview

I am currently advising a family investment group, and I am seeking connections for investment management practice growth or add-on acquisition opportunities.

I hold both CFA and CFP credentials, and investment experience gained in research, portfolio management, and corporate finance. One of my current areas of expertise in advising owners of commercial real estate properties on their overall investment portfolio and financial planning.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred 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

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...