Senior Investment Advisor

We are an independent, fee-only multi-family office that has been serving ultra-high-net-worth families for over four decades. Named a 2025 Barron's Top 100 RIA Firm and repeatedly recognized as a best place to work, we bring together investment management, tax planning, estate strategy, and family well-being into one cohesive approach. As a fiduciary with no outside ownership, we work solely in the interest of our clients and have built lasting relationships with families navigating everything from liquidity events to multigenerational wealth.

• Serve as the investment lead across a defined set of UHNW client relationships, working alongside Senior Portfolio Managers and Senior Client Advisors to deliver a fully integrated client experience
• Own investment conversations end to end and deliver portfolio reviews independently
• Construct and manage multi-asset portfolios across public and private markets
• Oversee junior team deliverables including trade plans, rebalancing, tax-loss harvesting, and documentation
• Support new client onboarding and participate in prospective client conversations as needed

• Confident, polished communicator who has deep experience owning the investment relationship directly with UHNW clients, leading conversations across all levels of financial sophistication, from first-generation wealth builders to multigenerational families
• Excellent interpersonal and presentation skills, with the ability to build trust and make complex investment topics accessible and clear
• 12+ years of experience in investment management, financial services, or investment research
• CFA preferred
• Bachelor's degree in economics, finance, mathematics, or a quantitative field
• Deep knowledge of portfolio management and broad understanding of multiple asset classes and securities markets
• Strong analytical and problem-solving skills, with the ability to work through complex situations at both a strategic and functional level

• Boutique firm with national credibility and a true seat at the table. Senior advisors contribute to investment team discussions, participate in due diligence, and help shape junior talent and firm strategy, not just execute within a silo.
• New clients are assigned based on fit and interest, giving you a steady flow of high-quality opportunities without internal competition or pressure to hunt for business.
• Step into an active advisory role quickly, inheriting existing client relationships rather than building from scratch.
• Real discretion to build and manage portfolios within a well-defined investment philosophy, with full access to private markets, alternatives, and complex structures.
• Clear career runway for advisors who want to grow.