Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...