Portfolio Manager

Portfolio Managers are responsible for managing client portfolios according to their respective investment objectives.

Investment Analyst

Investment Analysts are responsible for providing research and analysis in support of investment decisions made by the Portfolio Managers.

Data Specialist

Data Specialists actively participate in the maintenance and update of the information that relates to transactions and assets under management of our clientele.

Administrative Assistant

Administrative Assistants support our Portfolio Managers through a variety of client relationship related responsibilities.