Overview

Currently a Portfolio Manager for an RIA (+$100MM) running multiple ETF/mutual fund models in addition to an all stock strategy. Seeking an opportunity to merge or partner with like minded investment professionals whose strengths are in the areas of financial and estate planning. Desire a collaborative team approach where we share a common goal, which is to create a unique client experience that places their needs above all others.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...