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UHNW Investment Advisor

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing an Investment Advisor at a National Financial Services Firm who is exploring opportunities. Details below: 

  • Manages over $2 billion in AUM of discretionary multi-asset class portfolios including key UHNW accounts 
  • Average account size is $10 million AUM, with his largest account nearing $100M Extensive client facing experience, communicating regularly with HNW clients
  • 15+ years of experience 
  • CFA, Series 7/66 

For more information on this candidate please fill out the form below:

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