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As a firm we are dedicated to client service and passionate about investments. We are employee owned and a spirit of entrepreneurship permeates all our work. We value new and diverse ideas and encourage every member of our team to make our firm better every day. If that is the kind of team you want to join, we would like to talk to you.

Open Positions

If you are interested in putting your expertise, experience, and drive to work for our clients, learn about what we have to offer in these open positions.

Client Service Specialist

Responsibilities include a wide range of operational and client service duties.

Portfolio Manager

Our Portfolio Managers prosper in a culture of independence and collaboration.

Employee Benefits

Hybrid office/home work environment

Competitive vacation time in addition to NYSE holidays

Early close before select holiday weekends

401k match and HSA contributions

Health, dental, disability & life insurance

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