$15MM AUM | $190,000 Rev in
New York, NY
I am based in the NYC area, although post COVID, location is almost irrelevant. I am looking to merge with or join a firm/individual who shares my approach to creating and maintaining customer relationships.
If you are a family office, I am part of the Zale Jewelry family. I have first-hand experience on everything related to inter-generational wealth.
Feel free to visit my website, ___, to get a better sense of what this means.