CRESTWOOD ADVISORS LLC
Senior Portfolio Manager & Wealth Advisor - Boston
CRESTWOOD ADVISORS LLC, Crestwood, Missouri, United States
A growing wealth management firm is seeking a Portfolio Manager/Investment Advisor with over 5 years of experience in managing investment portfolios for high-net-worth clients. This role involves developing tailored investment strategies, collaborating with clients to define objectives, and leading client review meetings. The ideal candidate will have strong analytical, communication, and relationship-building skills, and experience with portfolio management tools. A competitive salary and dynamic, collaborative environment are offered.
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