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Team Experience
- Over 50 years in the financial services, insurance and legal professions
- Responsibilities include investment decisions, security analysis, alternative investment research, investment operations, business operations, marketing, sales, and securities law
Interactive relationships with domestic and international insurance companies
- Identify and recommend investment strategies and managers
Solution provider for leading world class advisors including wealth managers, trust and estate attorneys, and accountants
Education
- Academic backgrounds include degrees from top-tier schools including Columbia Business School and Leonard N. Stern School of Business (New York University) and CFA charter designations
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