Senior Executive

Preferred Location:
Open to Relocation:

A Senior Executive in the RIA space, who spent approximately 20 years building and leading a multibillion-dollar wealth management focused RIA under the auspices of a larger firm, is currently exploring opportunities due to a change in direction of the larger firm. High level details below.

  • Grew overall assets of the firm to 4B AUM while maintaining consistent operating margins
  • Built and developed a de novo region into a 1.8B AUM satellite market over five years
  • Player/Coach sourcing and prospecting clientele ranging from  1-100M investable assets
  • Would consider Chicago, Phoenix, Colorado, and/or Florida
  • Flexible on compensation for the right opportunity

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