About this role
Managing Director, 1919 Family Office Solutions at 1919 Investment Counsel. Location: New York, New York, United States. Role: overseeing portfolios, coordinating advisors, establishing governance Requirements: Bachelor's degree or equivalent; 10+ years family office/private wealth or investment management experience; expertise in public/private investments and estate/tax/trust structures; advisor management; portfolio reporting proficiency and advanced Excel. CFA/CPA/CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel Certifications: cfa, cpa, cfp Commitment: Full Time Workplace: Onsite Languages: English