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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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