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CIO

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a CIO at a 2B+ AUM RIA in the NYC area. Details below:

  • CFA, CFP & CAIA, leading investment direction across public and private markets
  • Serve as the Lead for several client relationships representing over $300MM of assets under management
  • Contributed to a 50% revenue growth over the past 4 years
  • Responsible for due diligence and approval of alternative investment offerings
  • Combines deep technical expertise with a passion for developing next-generation leaders

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