Overview

I am a 20 year veteran of the Asset Management world that started in Wealth last year. I partnered up with a previous client, and am co-owner in an RIA that was established in early 2023. I am looking to join an established local RIA or Independent office for transition plan in the Central Ohio area. My background consists of 19 years of Asset and Wealth Management, MBA, CIMA, and securities licenses (6, 7, 63 inactive but transferable till Oct of 27 per MQP, and 65 active with current firm). Focused on joining a firm that is process oriented, and supportive team, and defined transition plan.

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