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Senior Wealth Advisor

Preferred Location:
East Coast
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a Wealth Advisor managing 1.3B AUM who is exploring opportunities with entrepreneurial RIAs. Details below:
  • Personally sourced over 300M AUM, demonstrating a strong business development track record
  • Believes 15 self-sourced households representing $2.5M in revenue would be portable to the right Multi-Family Office
  • Seeking a growth-oriented environment where he can continue building client relationships and contribute strategically to the firm’s long-term development

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