Overview

I am a fully-licensed investment professional with over 20 years experience in asset and wealth management looking to join a firm in need of portfolio management and operating/client service expertise. The perfect situation is an aggressive advisor whose business has grown to a point where they need help running the day-to-day. A succession opportunity/acquisition would be appealing as well. I am looking for opportunities in the mid-Atlantic region.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
522 days old

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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