Overview

I am building/starting an RIA. I have been in the industry as a research analyst/portfolio manager for over 20 years. I am looking to potentially join up with someone who is considering reducing their time spent/thinking about retirement in the next five years. I could help generate new business in addition to servicing existing clients and potentially work on transitioning/buying the firm.

I am also able to leverage my research ability for any firm that needs help in researching stocks, asset classes, etc. I have a track record of outperforming the markets (my benchmarks) over my investment career.

I hope to use this site to connect with firms where I can help them by adding value. I can add value as well on a consulting basis, for example performing research for the firm, either to recommend stocks or allocations; can provide much more in depth knowledge in specific sectors/names. Could also act as a product specialist for a firm.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...