View All Candidates >

Director of Investments

Preferred Location:
North-East
Open to Relocation:
No

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

For more information on this candidate please fill out the form below:

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    I agree to receive follow-up communications via SMS, Email, or Phone from Leah Yosef International.
    This field is for validation purposes and should be left unchanged.