Overview

I am currently and Internal Advisor Consultant with a local Mutual Fund Company. I am looking to make the move into the Advisor side of the business. I am hoping to join a team looking to grow their practice or for an advisor looking for a long-term succession plan.

I am currently a Level 2 CFA Candidate with an MBA from Duquesne University. Within my current role I have had the fortune of meeting with some of the top Advisors and teams across the country, having over 5,000 meetings on a yearly basis. I believe that I can bring ideas, tools, and experiences to make an immediate impact within a team.

Please feel free to reach out if you believe there is an opportunity. I am open to discussions and am looking forward to begin this process with the right team.

Market
RIA
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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