Portfolio Manager/Relationship Manager

Preferred Location:
Open to Relocation:

A Portfolio Manager/Lead Relationship Manager at a Boutique Investment Management firm in the Los Angeles area is seeking new opportunities.  Below please find several high-level details:

  • Lead Relationship Manager and Portfolio Manager on a $1B book of business, seeking to transition over to an RIA/Multi-Family Office environment
  • Developing his own business externally and growing his COIs in LA; estimates that 30-70 Million AUM from 10-15 households is portable
  • CFA, CPWA, MBA, clean U4
  • 250k base compensation with upside

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