Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Wynnewood, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor
AUM
$10,000,000.00
Gross Revenue
$80,000.00
# of Accounts
15
Avg Client Age
62
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.

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