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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...