$1,000MM AUM | $7.8MM GDC in Tarrytown, NY
Member is Interested In:
We are an investment management and wealth advisory firm looking for like-minded professionals to build a fiduciary-driven, technology bent, growth enterprise. We are not a roll-up/aggregator, but a team of highly motivated and experienced financial and business professionals committed to institutionalizing the firm's deep investment research capabilities and wealth management experience.
If you would like to learn more about us, visit our website (___). We have research and advisory centers in New York City, Tarrytown, NY, Washington, DC, and advisory offices in McLean, VA and Boston, MA.