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Age: 55
Gender: Female
Occupation: Family Office Principal
Education: Master's Degree in Finance
Age: 48
Gender: Male
Occupation: Chief Investment Officer (CIO) for a Family Office
Education: Professional Degree (CFA)
Age: 62
Gender: Female
Occupation: Independent Wealth Advisor
Education: Bachelor's Degree in Economics
Predominantly US-centric with a strong focus on California, particularly Orange County. Limited international reach, suggesting potential for expansion.
United States
Canada
United Kingdom
Australia
Germany
Primary age group concentration shows strong presence in:
31-35
Most active age range
High-income earners, likely sophisticated investors or successful entrepreneurs, often with established families or partners, are the core audience.
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