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Director of Investments

Preferred Location:
North-East
Open to Relocation:
No

A Director of Investments at a Multi-Billion Dollar AUM RIA located in NYC  is currently exploring outside opportunities.

  • CFA/CAIA
  • He has been with his current firm over a decade
  • Deep expertise in asset management, portfolio construction, manager research, and due diligence for an Ultra High Net Worth focused wealth management practice
  • In 2022, over 90% of client portfolios outperformed blended benchmarks
  • Strong knowledge of alternative asset classes including real estate, private equity, venture capital, private credit, and hedge funds
  • Ability to manage and mentor a team

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