Overview

After over 15 years in the private equity, private credit and real estate investment arena, I'd like to find a fee-only wealth management firm that is looking for a current partner and future successor. Over the course of my career, my strengths have been both my investment analysis skills as well as my "sales and marketing" abilities. I have led or managed investments totaling >$2B of equity capital in a variety of securities and deals and have been directly responsible for raising >$500M of institutional capital. I'd like to join or purchase a wealth management practice for individuals, ideally those with >$1M of investable assets.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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