Worked in Wealth Management for over a decade. All securities licenses and MBA. Currently putsing the CFA, think I got a shot at breaking into portfolio management? I’d like to work with the higher Networth clientele.

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Entering the field of portfolio management usually requires solid expertise, experience and professional certifications, and your qualifications and background should set you apart in this regard in a competitive market. However, it is also important to understand that this field is often very challenging, so tenacity and perseverance are equally important. Above all, it is important to keep learning and remain sensitive to the market in order to provide the best possible investment solutions to your HNW clients.

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CFA would most certainly help to get into asset management PM or institutional wealth PM

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Nice.

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