Lead Portfolio Manager - Tax-Aware Wealth Strategies

hightower advisorsMcLean, VA

yesterday

Occupations

Investment Fund Managers Personal Financial Advisors Financial and Investment Analysts

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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About the role

VWG Wealth Management, affiliated with HighTower Advisors, is seeking a Portfolio Manager to provide comprehensive oversight of client portfolios, develop investment strategies, and collaborate with Wealth Advisors on client goals. The role emphasizes tax-aware, disciplined investing for high-net-worth clients and leadership within the PM team. You will lead asset allocation decisions, coordinate with trading desks, and mentor junior staff while delivering bi-weekly market updates and client

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JOB OVERVIEW

Experience level

Senior

Location

McLean, VA

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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