Overview

I am in the midst (7 years in) of acquiring a wealth management firm in Chicago and would be interested in acquiring others over time. Having spent 10 years working for a national investment management firm, I have a thorough understanding of the investment and portfolio management industry. I also have my CFA and CFP designations so planning is also a focus and strength.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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