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Senior Portfolio Manager
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- Judson Group has partnered with a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm.
- The ideal candidate has extensive experience working with high-net-worth individuals and families in a client support and planning capacity.
- Responsible for all aspects of client support including establishing and modifying portfolio strategy, client investment risk/asset allocation, and tax evaluation.
- Responsible for delivery of integrated wealth management services with emphasis on investment management and financial planning.
- Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
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