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.