Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Pittsburgh, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$1.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
1
Overview

I am a wealth management professional with extensive experience assisting families with multi-generational wealth on matters relating to investment management, estate planning, philanthropy, and family governance. I'm looking to acquire a small firm or be part of a succession plan for a larger firm in the Pittsburgh area.

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