AUM | GDC in Bedminster, NJ
Member is Interested In:
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.