Financial Services Insider I help build and increase intrinsic/book value for Financial Advisors and RIAs using unique asset management initiatives. My entire career has been devoted to consultative selling with the advancement of the client experience at center stage. I started at a big asset ...more

Financial Services Insider I help build and increase intrinsic/book value for Financial Advisors and RIAs using unique asset management initiatives. My entire career has been devoted to consultative selling with the advancement of the client experience at center stage. I started at a big asset management firm where I was trained in the art of product wholesaling to Financial Advisors.These skills have helped me develop a large base of Financial Advisors nationally with a heavy emphasis in North Carolina, South Carolina,Georgia, Virginia and Washington DC area. The latest chapter in my career is now partnering with RIA firms to create custom products that Financial Advisors have requested on behalf of the needs of their clients.The line up is diverse as it is broad in that it spans across Separately Managed Accounts, Hedge Funds, Private Placements, as well as mutual funds. The emphasis is on capital preservation and risk mitigation with minimum drawdown. A consultative approach is and will always continue to be the way I conduct my business. Areas of Focus: Financial Advisors, RIAs, Alternative Investments, Hedge Funds, Private Real Estate, Private Equity, Separately Managed Accounts Registered Representative of and securities offered through IGM BD a registered broker dealer and member of FINRA and SIPC.less