Chief Information Officer

Stuart T. Smith

Senior Vice President & Principal

We are happy to announce that this search has been completed and we are no longer accepting candidates.
View other current executive searches here.

Position Summary

The Chief Information Officer (CIO) will be integral in establishing the firm’s long-term investment vision, philosophy, and strategies. The CIO plans and directs the firm’s investment programs; oversees research, evaluation, and selection of asset classes and investment vehicles; makes decisions which align investment selections with firm goals.

The successful candidate will have strong working knowledge of investment/wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts and alternative investments.