Overview

I currently work as a senior equity research analyst and junior portfolio manager at Mutual of America Capital Management. Over the last 16 years I have worked at Gabelli, Lord Abbett, and now Capital Management implementing a value investment style and focusing on a long time horizon. Additionally, I have an MBA from Columbia Business School and am a CFA Charterholder. I am interested in developing a succession plan with you for your business. I would love the opportunity to treat your business, and your clients, the way you wish and with the respect they deserve. Most importantly, your clients would be ensured to continue to receive the investment discipline and service to which they have become accustomed. As long as we agree in philosophy about investing, I’m excited to learn from you and help to carry out your legacy. I am confident that together we could implement a seamless succession plan for your firm that would benefit your clients and you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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