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Conifer Bay Capital LLC

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  • 1 day ago

    Investment Advisor / Portfolio Manager

    Conifer Bay Capital LLC - Multiple locations
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    The Firm:Conifer Bay Capital LLC (ConiferBay.com ) is an independent, fee only, boutique wealth management firm organized as a Registered Investment Adviser in the State of Illinois. The firm provides advice to wealthy individuals and families about financial planning, investments, and family governance. The Job:This is a client facing role that includes relationship management and portfolio management. Key investment responsibilities include maintaining the firm s asset allocation models ...

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