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Investment Strategist

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing an Investment Strategist, CFP a Top Tier Private Bank looking transition to an RIA. Details below:

  • She manages UHNW client assets; $3.4B across roughly 90 clients (not portable)
  • Client-facing with excellent interpersonal skills and client first focus implementing the vision of the CIO
  • 9 years at the same firm, 15+ years of experience
  • Exploring opportunities with compensation packages in the 300k+ range

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