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Senior Advisor

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

We are currently representing a Senior Advisor seeking a more entrepreneurial environment with meaningful upside tied to business development success. Details below:

  • Currently oversees 5B+ in AUM across 25+ ultra-high-net-worth households
  • Leads full client relationships end-to-end, including investment strategy, planning execution, and ongoing relationship management
  • Deep experience advising multi-generational families, foundations, and other complex wealth relationships
  • Has developed a network of ultra-high-net-worth individuals and centers of influence from personal, professional, and COI relationships

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