Overview

I am interested in acquiring or partnering with an RIA/advisory business located somewhere between Newport Beach/Irvine down to LaJolla. I have spent most of my career in the institutional side of the business working with some of the largest pensions and endowments in the US and have strong expertise in asset allocation and alternatives.
I am flexible on timing and structure and prefer to focus on fee-based client bases who are open to considering alternatives.


Last Activity
within 2 months

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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