Careers
We seek out and work hard to retain capable, educated, and knowledgeable professionals who demonstrate a strong commitment to both our goals and our clients’ goals.
We are looking for exceptional people who have a desire to grow with our firm, for the long term. We are proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment.
Current Openings
Portfolio Manager
We are seeking a motivated and analytically rigorous Portfolio Manager to support the management of private client investment portfolios. This role reports to the Managing Director of Private Client and works with the assigned Senior Portfolio Manager to construct, monitor, and optimize portfolios aligned with client objectives, risk tolerance, and market conditions.
CPM Client Service Officer
The CPM division is focused on clients with assets under management in the $1 - $3 million range. The CPM Client Service Officer position is a unique opportunity to launch a long and rewarding career at the firm. This full-time position will help support the critical client relationship activities of our CPM division.
