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Portfolio Manager
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- Chief Trust & Investment Officer
- The Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to the Trust Buy List and performing quarterly portfolio reviews.
- Monitor performance and risk of “model”/ETF portfolios.
- Create/provide information for high-touch Wealth Management clients.
- This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds.
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