Overview

I am a sweet spot succession candidate.

Not so junior that you have to start from scratch (I am a Chartered Financial Analyst with over 20 years experience) but not so engrained as to be set in my ways or pursuing an exit myself.

My RIA practice is nascent so I have the ability and energy to work with your clients at a level you expect. I'm looking for deal that is about a partnership and working together on a transition, not just a sale.

I'm willing to support, contribute to or even operate your practice as you increase your pursuit of other activities. I can also be a very positive influence on next gen and millennial family members and may be able to make immediate contributions to your operations.

Last Activity
within 4 months

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