Assistant Portfolio Manager
- Employer
- BRAE HEAD INC
- Location
- Essex, Connecticut
- Salary
- $100,000 a year, for qualified succession candidate. Equity awarded after 2 complete years.
- Closing date
- Jun 13, 2021
View more
- Job Function
- Investment Advisor/Consultant
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
Brae Head, Inc. is a state RIA with 65 clients nationwide, 95 portfolios, average age 62. $63mm AUM. Owner seeks to hire a successor who will learn and execute owner's investment management system. Candidate must have flawless compliance history, excellent people skills, and an enthusiastic work ethic for investment management.
Company
Brae Head, Inc. is a state RIA serving clients nationwide. $63mm AUM. Sole owner seeks to hire a successor. 65 clients, 95 portfolios. Average age 62. $300,000 annual revenue.
Company info
- Website
- http://braehead.com/
- Telephone
- 4137463700
- Location
-
1500 MAIN ST STE 2012
PO Box 15208
SPRINGFIELD
MA
01115
US
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