Overview

I'm currently the COO and CCO for several entities in San Francisco. I have 16+ years experience in the RIA and BD space. I have successfully transitioned many firms to operate independently and build their books of business. I would love to deepen my understanding of the wealth management/CFP side of the business. Ideally I could work along side an owner/partner of a firm that wishes to transition their book within the next 2-5 years. I live in the east bay and would be open to working with someone in the Lafayette area or surrounding cities as well as in San Francisco. I don't currently manage any of my own accounts but manage the firms and people that manage over $1B.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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