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
within 6 months

Business Data

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