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Trading Associate
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- We are an SEC Registered Investment Advisor working with high net worth individuals and their families to offer comprehensive wealth advisory.
- We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity.
- Execute trades across client portfolios, model trading, block trading, tax loss harvesting and Alternative Investments trading
- Assist in the trade settlement/reconciliation process
- Collaborate with internal team and outside firms as we act as Outsourced Chief Investment Officer for other financial advisors
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