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Wealth Advisor

Preferred Location:
East-Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing an ultra-high net worth focused Wealth Advisor currently exploring opportunities to join an RIA and move away from the private banking model.

  • Currently advising on 10B+ AUM with 70+ households seeking an RIA that is able to comprehensively service ultra-high net worth clientele
  • 600M – 700M portable AUM among 10 households, several of whom have moved with him 10 years ago
  • Consistently in the top ranks of sales production/bringing new clients to the firm

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