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Cerity Partners

Chief Investment & Equity Officer — Lead $4B Portfolio

norfolk, VA

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Job description

Cerity Partners’ Norfolk wealth management practice seeks a Chief Investment Officer & Equity Manager to lead the equity function for ~4B AUM. You will own a quantitative model with a fundamental overlay, mentor a skilled team, and coordinate with the Investment Committee and advisors.

You’ll drive strategy, communicate with clients, and implement tax-sensitive portfolio decisions across thousands of accounts, reporting to senior leadership.

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Worksite address

norfolk, VA, 23500, US

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