Overview

Hello, I have 15 years experience as a Portfolio Manager, Trust Services, and Capital Markets. I’m a CFA Charterholder and I’m looking to join/build/take over a practice. I have experience in investment selection and estate planning with a large BD. I have managed individual client relationships. I’m willing to build a book over time, but need a starting place, as I can’t bring assets over.

Market
Advisor/RIA
Last Activity
this week

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