Current owner of boutique RIA firm. 17 years in the wirehouse world as advisor and regional managment. I run the firm consciously avoiding the pitfalls of the wirehouse culture.
Founding principle is derived from an Albert Einstein quote - "Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage - to move in the opposite direction."
Founding principle is derived from an Albert Einstein quote - "Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage - to move in the opposite direction."