Position Overview

The Portfolio Manager will oversee the firm’s dividend growth strategy portfolios and lead research efforts across approximately $500MM of the firm’s $2.5 billion in assets under management. Working closely with the Investment Committee and financial advisors, this individual will ensure portfolios are aligned with client objectives, the firm’s investment philosophy, and fiduciary best practices.

This is a highly visible leadership role within a collaborative, boutique environment. The position is designed as a succession-track opportunity, with a clear path to Chief Investment Officer (CIO) over time.

Key Responsibilities:

Portfolio Construction & Oversight

• Lead strategic and tactical dividend growth portfolios across client accounts.
• Design and maintain portfolios allowing for customization based on client-specific needs.
• Monitor d...