Generalist Equities Portfolio Manager

Succession Hire | Complete Investment Autonomy | Long‑Term Growth Opportunity

Our client, a highly respected independent investment advisory firm with over $1bn AUM
, is seeking a Generalist Equities Portfolio Manager to join their long‑tenured, family‑style organization. With 50+ years of successful investing
, this firm is known for its concentrated, high‑conviction, long‑term equity portfolios
, and a culture built on integrity, collaboration, and multi‑decade career tenures.

This is a rare opportunity to step into a succession-track role
, shaping the firm's future for the next decade and beyond.

The incoming Portfolio Manager will oversee a high-conviction, growth & income-focused U.S. equities portfolio
, managing both idea generation and investment execution with full autonomy over their book.

You will join a stable, deeply experienced investment team that values thoughtful, research-driven investing, low turnover, and long‑term compounding. With minimal red tape and a flat structure, the firm empowers PMs to invest with conviction and independence.

You will also take on a client-facing role, working directly with the firm's UHNW families and institutional clients
, providing insight into your portfolio strategy and long‑term thinking.

• Manage a concentrated generalist equity portfolio ($100mm+), focused primarily on U.S.
  
  -listed equities
• Generate, research, and execute high-conviction investment ideas
• Maintain a long-term, fundamentals-driven approach consistent with the firm's philosophy
• Communicate portfolio insights to UHNW and institutional clients
• Contribute to the firm's succession and long-term growth trajectory
• Uphold the firm's values of stewardship, integrity, and multigenerational perspective

• Proven track record managing a high-concentration, generalist equities portfolio of $100mm+
• Experience with growth and income-oriented investment strategies
• Long-term investor with a disciplined research approach and conviction-driven mindset
• Comfortable with a high degree of autonomy and accountable decision-making
• Strong communicator with UHNW and institutional client experience
• Desire to join a tight-knit, collaborative, low-ego culture for the long term
• Ambition to grow with the firm, with potential partnership opportunities over time

• 50+ years of proven success with a stable, loyal client base
• Independent
  , privately held structure - no bureaucracy
• High autonomy
  , low turnover, and deep trust in investment professionals
• Succession hire with long-term runway and career-defining opportunity
• Potential for partnership for the right candidate
• Highly competitive compensation and long-term incentive structure