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Kevin Kline, Brian Tafaro, and Mickey Vetter have spent the majority of their respective careers in the wholesale distribution space within the financial services industry. We have raised and placed north of $100 billion over our careers for firms such as SEI, Pershing, Lockwood, John Hancock, ING, and Coventry. Our clients include Single and Multi Family Offices (domestic and overseas), select RIA's, Wealth Managers, and private institutional investors.
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