Director of Investments

Preferred Location:
Open to Relocation:

A Director of Investments at a Multi-Billion-Dollar AUM ultra-high net worth Wealth Advisory Firm headquartered in New York City is seeking an RIA with a collegial atmosphere and more opportunity for growth. Below please find several high-level details:

  • Been with his current firm for the past 10+ years
  • Deep experience in asset allocation, portfolio construction, research, and due diligence
  • Experience bringing a quant mindset to the overall portfolio management strategy
  • Excellent interpersonal skills interacting with UHNW clients
  • Average client 100M+ AUM
  • CFA, Top-Tier Undergrad, Top-Tier MBA

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