Overview

I am looking to acquire fee-only or predominantly fee-based financial services firms. Additionally, I would be interested in becoming a successor for someone that is looking to retire in the next 2-5 years.

I am also the CFO & EVP of one of the fastest growing companies in eastern Pennsylvania and am looking to apply my growth expertise to my investment management business.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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