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Chief Investment Officer
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- Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.
- We are expanding our team of specialists to include a Chief Investment Officer.
- As the Chief Investment Officer, you will provide comprehensive support for all aspects of the investment process, including the analysis, calculations and judgment necessary to develop comprehensive investment strategies for current and prospective clients.
- Leveraging our history with individual stocks and bonds, as well as alternative investments, you will guide the firm’s overall investment strategy, lead our Investment Committee, and determine the best strategies as our firm continues to move forward and grow.
- You must have the experience to support excellence in asset management, risk mitigation, and continuously evaluate changing market conditions and develop strategies identified as beneficial to client portfolios.
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