Job Description
We are committed to securing every individual’s immediate and long-term financial goals, including our own. We are searching for a qualified finance manager to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to understanding, care, and guiding internal financial decisions involving portfolio management, investment planning, tax minimization, risk management, budgeting, charitable giving, asset purchases, and sales. As a member of our finance team, you will join like-minded professionals continually focused on sharpening skills and knowledge to remain at the top of our industry.