Overview

Hi I'm an emerging manager. I'm looking to buy an existing practice and/or succeed someone who wants to retire or dial things back in the coming years. I was fortunate to learn about investing from my dad at a young age. When the pandemic hit, I spent the extra time saved from not commuting by going deep into statistics and got my Series 65 for fun. My background is in technology and I've worked in multiple organizations as well as started a few startups from scratch. While I could get a RIA off the ground myself I prefer to start from an established base. Having grown up in technology and spent my career in Silicon Valley, it is incredible to see how much value can be created. My objective is to be a "modern adviser" that helps investors compound their assets in order to achieve their goals.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
75 days old

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