Position: Director of Investment Philosophy

Description of the Role


  • Manage all client invest portfolios
  • Focused purely on creating, maintain model portfolios for the firm and providing insight to the director of FP
  • Conduct ongoing research of market trends to increase portfolio alpha and decrease beta
  • Provide periodic market analysis reports
  • CFA preferred

We want to ensure that our company culture and the dynamics of the role are a good fint for you. Before a formal interview, we like to setup a time to learn a little more about you and you are invited to the opportunity to learn more about our company. Click the link below to schedule a meeting. (I’m a Financial Professional – Job Inquiry.