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GoalVest Advisory

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  • 1 day ago

    Chief Investment Officer

    GoalVest Advisory - New York, NY, United States
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    We are seeking an exceptional Chief Investment Officer to define and own GoalVest's investment process end-to-end as the firm scales toward and beyond $1B in AUM. This is a newly created seat reporting directly to firm leadership. The CIO will own GoalVest's investment philosophy and portfolio construction, lead manager and security selection across public and private markets, and serve as a senior investment voice to both the partner RIAs for whom we act as outsourced CIO and the high-net-worth ...

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