Generalist Equities Portfolio Manager
Listed on 2026-03-01
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Management
Portfolio Manager, Wealth Management
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
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