cerity partnersNorfolk, VA
Chief Investment & Equity Officer — Lead $4B Portfolio
Chief Investment & Equity Officer — Lead $4B Portfolio
Chief Investment & Equity Officer — Lead $4B Portfolio
cerity partnersNorfolk, VA
yesterday
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role →Cerity Partners’ Norfolk wealth management practice seeks a Chief Investment Officer & Equity Manager to lead the equity function for ~4B AUM. You will own a quantitative model with a fundamental overlay, mentor a skilled team, and coordinate with the Investment Committee and advisors.
You’ll drive strategy, communicate with clients, and implement tax-sensitive portfolio decisions across thousands of accounts, reporting to senior leadership.
Also on the board Same function, level within a rung
Level
Director
Location
Norfolk, VA
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
yesterday