Overview

I am an award winning mutual fund manager currently managing $4 billion with 20 years experience in multiple equity and balanced fund strategies. I am interested in acquiring multiple advisor books and transitioning into an advisor role. I am highly familiar with all asset classes including alternatives and multiple fund families and have a long history or marketing and client relationship management. I would be interested in considering Bay Area business acquisition opportunities

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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Insurance Business

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