Overview

Looking to grow independent RIA money management business. I am 43 years old, a CFA Charterholder and have a CPA (inactive) license. Have considerable experience with Portfolio Construction with an emphasis on value investing. Ideally I would like to merge my business with another smaller independent RIA that shares similar investing philosophy. Would contribute my current book and can add value to Operations/Compliance areas as well.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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Resources
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