Overview

I focus on portfolio management for HNW clients - a mix of individual equities, carefully selected funds or ETFs and private equity/real estate/private credit opportunities through my extensive network.

Open to conversations with practices with an established, long-standing client base looking to scale or find a good home for their clients.

Last Activity
2 weeks

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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