Vice President And Partner
CurrentProvide portfolio design and analysis inclusive of asset allocation for wealth accumulation and cash flow solutions integrated to client needs or objectives.Accountable for creation, operation and maintenance of risk-managed and tax efficient portfolio allocations.Accountable for creation, operation and maintenance of a comprehensive integrated portfolio reporting and delivery system.Accountable for the advise to and supervision of 4 soliciting and 2 non-soliciting Registered Representatives of which 5 are Registered Investment Advisors.