Listing in Bedminster, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Bedminster, NJ, US
Fee 0% Commission 100%
Overview

28 year very visible former Wall Street Chief Investment Strategist at Merrill and Morgan. Outstanding reputation from CNN and CNBC exposure (do Google search) and IMCA CFA Institute Speakerships with a solid Rolodex starting second career as an FA for UHNW family offices, small foundations , executive restricted stock, 401k for businesses and Fin Planning approach to leverage my Asset Allocation embedded Portfolio Construction expertise. Building a book is not a pragmatic solution for this client-friendly and genuinely client-centric person.

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