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Chief Investment Officer

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Chief Investment Officer at an RIA who is exploring new opportunities due to a shift in strategic direction of his current firm. Details below: 

  • Responsible for asset allocation, investment strategy, due diligence, and portfolio management across 650 households, contributing to the doubling of AUM in 6 years
  • Created the investment team’s tech stack, including FactSet and Bloomberg
  • CFA and MBA, 20+ years of experience
  • Compensation expectations in the $400k+ range

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