Managing Director, Business Development
CurrentEdge works with successful RIAs and large independent teams seeking opportunities for meaningful expansion in today’s changing environment. Whether it’s merger and acquisition, scaling your business, expanding geographically, increasing intellectual capital or long-term continuity planning, we know how to achieve bold results through inorganic growth strategies. Our insight and expertise — combined with our unique ability to execute the growth plans we recommend — provide the edge you need to grow in ways that add the most value to your business as well as to your clients.
May 2015 - Present
