Overview

Formerly of Goldman Sachs wealth management both domestically and overseas.

Currently a partner at an RIA in Westport CT and NYC. We are actively evaluating opportunities in the greater CT / NYC area (we've successfully completed one acquisition and are experienced with the complex nature of the sensitive process).

We are focused on planning and use a combination of outside managers and internal ETF/ equity/ fixed income portfolio models. We also use a conservative option strategy.

If you are looking for a successor or if it is an appropriate time to considering monetizing what you've spent your career building, exploratory discussions are welcomed.

We have geographical flexibility outside of the CT/ NYC areas.

Kind regards,
Jason
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Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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