Overview

Looking to join or partner with independent RIAs, mostly on the investment side of the business. Focus on investment sourcing, due diligence, ongoing monitoring, asset allocation and asset location. Significant experience with alternative investments with more of an institutional background and over 15 years experience in investment management. The next 10 years will not look like the last 10 years, let me help you get your clients prepared!

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within 3 months

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