Overview

I have a background in portfolio construction, investment management, and valuation. I have added 10 years of experience working directly with clients offering a range of financial advice.

At this point, interested to buy or merge practices into our existing business. The other advisor founded this practice in the 1980s. We are discussing and structuring our own internal succession while simultaneously looking to grow through external opportunities with a strong culture fit.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...