Overview

I am currently registered with the MA Securities Division as an RIA, but am looking to acquire an existing book of clients from an adviser who currently does not have a succession plan. I have a background as an institutional equity portfolio manager for Boston-based mutual and hedge fund companies. I can bring a team with similar backgrounds to join me.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...