Overview

We are a multi-disciplinary consulting & financial services firm with six brands. I would like to make performance based money management a bigger part of our practice. We have an independent RIA as part of the mix. I will be volunteering for a year in 2020, so would like to grow the firm now and have things in place before my sabbatical. I do plan to work 2 weeks out of 12, and the rest of each quarter volunteer with various non-profit activities. My life goal is to facilitate $1B towards philanthropic causes. We are closing in on $200M at this point.

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