I am a Family Office Wealth Manager which also specializes in Portfolio Construction of Equities, ETF's, Mutual Funds and Alternative Investments. I manage approximately 45 relationships. Most of my clients have been with me for 15 or more years. I want to continue to capture High Net worth families with assets exceeding $500,000. I also have (7) 401k plans that requires me to advise up to 500 participants for investment advice. I have over 25 years experience in the Financial Services sector and have been employed by the 3 of the top Brokerage Wirehouses in the industry. I now have moved to an independent Broker Dealer and looking to Brand myself.
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Want to portray that I work with families from cradle to grave. (this is an example of my commitment to the families that I work with. )
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