$250,000,000 AUM in Fairfax, VA
$1,500,000 REV / YR 100% FEE 0% COMM
Want to step back from a primary role, yet still have control of your firm while you transition? We should have coffee.
I'm an investment professional with 20+ years experience; from startup to director of research for $2B AUM. Experience includes several independent RIA firms, research for Fixed Income Department of global mutual fund, Portfolio Manager, compliance, best practices consulting etc. I have the tools and skills to manage your firm and your clients.
Looking to join and/or acquire an investment advisory firm at the senior level.