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Investment Manager
Newport Beach, CA
We are an independent, registered investment advisor based in Newport Beach, CA, whose focus is on managing the liquid assets of successful individuals and families. We partner with clients to build strong relationships, and in turn, create better long-term investors. This is accomplished by focusing on long-term investment principles and by meeting our investors' long-term investment objectives. Job Description: We are looking for an Investment Management professional to build new client relationships, manage existing relationships, and maintain portfolio management responsibilities. Requirements: * Bring an existing book of business to the firm; minimum of $30 M (exposed to fees) * Have centers of influence in Orange County/Southern California * Be an entrepreneur: disciplined, highly...
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