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Collaborative, Independent Culture

We are a well-established, high growth, fee-only RIA with a national media presence managing close to $6 billion for individual investors, corporations, and not-for-profit organizations. The culture is highly collaborative and committed to professional excellence, shared success, and a client-first philosophy. Leadership, creativity, and innovation are encouraged and rewarded. This is an ideal position for someone seeking to join an organization that believes in collaborative team cultures and that people are its most important asset.

Responsibilities We’ll Trust You With

As a key member of the Investment Team, you will help to expand and support an investment platform consisting of both public and private market instruments. You will be responsible for reviewing the investment portfolios we construct for individual and tailoring our investment discipline to suit each individual’s needs across risk, return, tax efficiency and personal preferences. You will support the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services. Most importantly, you will become a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams.


A Bachelors’ degree with a strong academic background. Prior experience as an analyst or specialist within investment management, trading, or operations required. Possess a passion for the capital markets, investing, and helping solve complex problems. A balance of strong analytical and interpersonal skills. Ability to work independently, performing and completing multiple tasks efficiently.

The Perks

Competitive base compensation and benefits program complemented by a firm-wide incentive plan.

Health, dental and vision insurance. 401k, with discretionary employer contribution. Educational reimbursements (continued education, conference attendance, training budget, etc.) and paid professional dues. Mentorship and professional development opportunities in a collaborative/supportive team environment.

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