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The Senior Portfolio Manager works closely with our Financial Advisors to help clients implement personalized investment strategies.  The Senior Portfolio Manager supports all aspects of our investment process, including guiding our firm’s overall investment strategies and policies, managing our daily trading activities, and developing comprehensive investment strategies for current and prospective clients.

Primary responsibilities include:

  • Maintaining the utmost discretion and confidentiality
  • Providing exceptional service to all, including clients and colleagues
  • Maintaining and continually vetting the positions on our firm’s approved positions list and within our investment models, which include equities, bonds, mutual funds, and ETFs
  • Managing our investment models, making changes within the models when necessary
  • Developing, and implementing as appropriate, recommendations for when to purchase and sell investments, firmwide and/or within individual client portfolios
  • Establishing and implementing processes to ensure our investment policies are followed
  • Vetting and implementing various technologies to support our trading and investment management processes
  • Developing strategic investment plans for clients that appropriately account for the clients’ individualized goals and constraints
  • Managing our daily trading activities, including placing trades, using our custodial platforms
  • Cultivating and maintaining strong relationships with our clients, including speaking with clients individually and in groups to explain our investment philosophy


  • Chartered Financial Analyst (CFA) certification is required
  • Bachelor’s degree is required, preferably in finance, accounting, economics or related field
  • Active Series 65, or equivalent, and clean U-4
  • 5+ years of direct investment experience required, 10+ years preferred
  • Superior communication skills, both written and verbal
  • Ability to maintain discretion and confidentiality
  • Outstanding customer service skills, both with colleagues and clients
  • Proficient with Microsoft Office Suite

To apply, please send your resume and cover letter to [email protected].