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Wealth Management Partner - equity research, portfolio mgt, client relationships, bus dev

Employer
Hall Capital
Location
Pasadena, California (US)
Salary
Salary will be a function experience and fees added. Equity "earn in" to fill gap to market rate.
Closing date
May 10, 2024

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Job Function
Investment Advisor/Consultant
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time
Education
Masters

Job Details

$140 mil AUM firm with an excellent investment record and client base currently managed by owner and COO,  Owner is looking to mentor new partner to make the most of a valuable platform.  Partner to participate in all facets of the firm, from equity research and portfolio management to managing client relationships business development. A 70% to 80% share of new business will accrue to candidate.  If the candidate has a book of business to bring over, the candidate will only see additional upside as 70% to 80% of fees from that book (assuming it is similar in character to the existing book at the firm) will immediately flow through to the new partner.  Furthermore, the new partner will have an opportunity for equity "earn in" over time. 

Company

Hall Capital, LLC is a small Registered Investment Advisor with $100 million of assets under management with 20 loyal high net worth individual clients.  We focus on conservative, tax efficient, long term investments which include individual stocks, bond funds and illiquid alternatives.   We have a process in place that has worked well since our inception in 2010.  We only charge an asset management fee and no commissions.  We do well when our clients do well.  All quarterly letters and the follow ups are shown on our website at www.hallcapitalmanagement.com.  

Company info
Website
Telephone
6265785700
Location
199 S. Los Robles Ave
535
Pasadena
CA
91101
US

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