I was the CTO for a RIA and my consulting business is growing. I'm looking for other 1099 consultants with expertise in the technical side of wealth management. Anything related to vendor tools or proprietary software for client onboarding, portfolio construction, portfolio management, trading, ABOR, Charles River, pre/post trade compliance. If nothing else, let's meet to discuss. This is a growing area of business for me. Thank you.
Jul 30, 2021