Description

Lead the tactical equity strategy for the firm.  This includes management of an ETF managed within ethical constraints.  The role also involves engagement with corporations, supporting the wealth management investment team, trading and marketing.  Travel is required and the person in this position is a member of the firm’s Investment Committee.

Requirements

      Strong analytical and communication skills overlayed with wisdom.

      Experience managing tactical portfolios and trading.

      CMT

      Proficient in Factset, Excel and PowerPoint.

      Organized with a high attention to detail.

      Works well both independently and collegially.

      Exemplifies the highest professional standards and integrity.

      Exhibits a fiduciary mentality, always acting in the client’s interest and maintaining confidentiality.

      A joyful person.