Group Details

Introductory Phrase:

Startup Investment Mgmt Firm Seeks Mentor

About You:

Holistic Independent Investment Professional needs guidence and assistance in establishing an Investment Management firm. Firm is in the early stage of developement. Currently a state registered RIA. As principal of the firm, I have 20+yrs experience in finance, who is an ethical, ego-less, fast learner willing to do the leg work.

Looking for:

Looking for ethical like-minded male or female mentor who is a retired or active CEO or Principal in the investment/portfolio management business. An individual who has experience with industry regulations, C Corporation portfolio management firms, investment/analytical software & systems and can help me develop a network of professional peers.

Group objective (goal):