Overview

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.

Market
RIA
Last Activity
this month

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