Overview

I am a investment advisor with HNW experience. I specialize in family business and family wealth transition. I have created a comprehensive system to walk family enterprises through a next generation wealth transition. I will entertain serious conversations regarding future opportunities. My interest is in the family office space and working with Families of multiple generational wealth. I specialize in behavioral finance and teach in this area for CMT and universities.

Market
RIA
Member Level
Basic
Last Activity
this week

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