Wealth Management & Private Equity

Wealth Management Subsidiary (CPA Firm)

  • President

Global Wealth Management Financial Services Institution

  • ​Wealth Management Director

New England Regional Bank ($1B - $10B)

  • ​Director Financial Planning
  • Wealth Management Business Developer
  • Financial Advisor


Community Banks ($600M - $1B)

  • Director of Private Banking
  • Trust Department Group Head
  • Chief Investment Officer/Portfolio Manager
  • Investment Portfolio Managers
  • Retail Financial Consultant
  • Trust and Wealth Management Relationship Manager

Wealth Manager Family Office Group​​

  • Investment Consultant
  • Business Development Officer

​​​Registered Investment Advisor

  • Compliance Officer/VP of Finance
  • Senior Wealth Advisor
  • Financial Advisor
  • Wealth Management Strategist
  • Wealth Management & Financial Planning Relationship Manager
  • Wealth Strategist Advisor
  • Financial Planning Associate

Private Equity Searches

  • Managing Director Business Development
  • Vice President Private Equity Lender