Overview

I run a 3 person team (myself, a CSA and senior wealth associate) and am currently at a wirehouse. Ideally I’d like to join or form an independent firm that will be able to serve the needs of the high net worth client in a holistic planning sense while embracing technology and be able to grow organically. I am a senior portfolio manager and run discretionary models comprised of ETF’s, mutual funds and individual equities. I also utilize VA’s for income and structured notes for tactical investments. I have experience with hedge funds and private equity as well. I hold the CIMA and CPWA designations and am working on completing my CFP. I would be open to discussions regarding helping an independent advisor form a succession plan with me where I would join that firm to do so. I have media and tv experience and would look to establish a local presence with news outlets as well as commercials to form a local brand. Over time I would look to grow the firm by recruiting other advisors. Ownership and equity would be a must.

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within 6 months

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