PWM Portfolio Manager

Manage discretionary PWM client investment portfolios for taxable, tax-advantaged, trust, and fiduciary accounts. Build and oversee diversified allocations across equities, fixed income, and alternatives while monitoring performance, risk, and guideline adherence. Partner with Private Wealth Advisors and Trust Officers to drive client acquisition, retention, and expansion through clear strategy communication and market insights. Ensure compliance with investment policies and fiduciary requirements, maintain documentation, and serve as a senior resource who mentors other portfolio managers.