Overview

After 15 years experience in trading, brokerage, and portfolio management my growth strategy is to acquire fee-based practices that follow a value style of investing. Alternatively, I'm interested to purchase or merge with a practice looking to add informed asset management services to their menu of client services.

For acquisitions I'm flexible as to continued employment by seller beyond a traditional buyout period.

Last Activity
6 months or more

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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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