I work with the investment and trading team on all aspects of the process, from executing trades to assisting on various investment and portfolio management responsibilities.
What I do here: I am responsible for generating and executing trades and providing support to the investment team. Why I love my job: I love to navigate the world of investing with a highly motivated and qualified team. I am most fulfilled when my actions improve the lives of others in a meaningful way. … Read More
My role is to oversee the investment process while working closely with both our internal investment team and external investment committee.
I imagine how we can become more useful to the financial advisors and clients we work for and encourage my teammates to do the same. Then I guide the process of turning those ideas into reality.