Overview

Investment management professional with 20+ years experience managing large cap & mid cap core and value equity portfolios and researching companies. I am looking to acquire a book of business where clients need help in investment management and/or financial planning. My practice consists of financial planning, asset allocation and investment management.

Market
Advisor/RIA
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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