I work for a large Investment Bank/Brokerage firm and cover several branches in New York, NY. I have worked in Wealth Management since I graduated from college. I have worked for 5 years total, 3 as an analyst at a boutique firm, and 2 building my book at my current firm. I manage nearly $15 million of retail clients which I have built on my own, and my clients encompass mostly Traders, PM's, and Doctors.
I am relocating to the Boston, where I am originally from, and I am interested in speaking with RIA's, Family Offices, and teams looking for a motivated, analytical advisor who is passionate about wealth management and planning.