Overview

Individual RIA with asset management background and growing asset management business looking to join a larger firm (>$300MM AUM) in order to cast wider net for the asset management business. Has worked previously as collaborative CIO. Looking to grow both asset management business as well as comprehensive wealth management. The target firm has comprehensive back office servicing in place and in house planning expertise, tax expertise would be welcome. A culture of growth, intelligence, and diligence is desirable.

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