Chief Investment Officer; CIO

Chief Investment Officer (CIO)

Location: In-Person, [Chesterfield, MO]
Reports To: CEO/President
Firm Assets Under Management: ~$1.5 Billion
Client Base: ~425 Wealth Management Clients plus 5 Multi-Family Office Relationships

Position Overview:

Brand Asset Management Group is seeking an experienced, strategic, and entrepreneurial Chief Investment Officer (CIO) to lead the firm’s investment platform and help shape the next phase of growth across both our wealth management and multi-family office businesses.

The CIO will serve as the firm’s senior investment leader, responsible for investment strategy, portfolio construction, manager selection, due diligence, capital markets research, portfolio implementation, and investment communication. Initially, the CIO will operate as a highly hands-on individual contributor, assuming responsibility for the day-to-day management of the investment function.

As the firm continues to grow, the CIO will be responsible for designing, building, and leading a scalable investment organization that includes portfolio design and asset allocation research, public- and private-market research, manager due diligence, trading, and investment operations support.

In addition to overseeing investment strategy for approximately $1.5 billion in client assets, the CIO will play a key role in supporting and expanding the firm’s multi-family office offering. The firm is currently serving highly affluent families through a comprehensive family office platform and is actively pursuing growth in this area. As a result, the CIO will have increasing responsibility for sourcing, evaluating, implementing, and monitoring private market investments and customized investment solutions designed for sophisticated investors and multi-generational family wealth.

This role is ideal for an investment professional who combines institutional-quality investment expertise with a builder’s mentality and a passion for creating a best-in-class investment platform.

About Our Investment Approach

We employ a long-term, evidence-based investment philosophy centered on diversified portfolios and disciplined implementation.

Core portfolio exposures are primarily constructed using:

• Passive public equity mutual funds and ETFs
• Actively managed fixed income funds and strategies
• Tax-efficient portfolio construction methodologies
• Alternative and private market investments

Our alternative investment platform is becoming an increasingly important component of client portfolios, particularly within our multi-family office relationships, and currently includes investments in:

• Private Equity
• Venture Capital
• Private Real Estate
• Private Credit

The CIO will help define the firm’s long-term vision for integrating public and private markets into both traditional wealth management portfolios and customized family office solutions

Key Responsibilities

Investment Leadership & Strategy

• Serve as the steward of the firm’s investment philosophy and portfolio management process.
• Lead strategic asset allocation, portfolio construction, and risk management initiatives.
• Develop and maintain investment policies, approved investment lists, and portfolio guidelines.
• Evaluate market developments, economic trends, and emerging investment opportunities.
• Partner with executive leadership on the firm’s long-term investment strategy.
• Chair and lead the firm’s Investment Committee.

Public Markets Research & Portfolio Construction

• Conduct ongoing research and due diligence on:
  • Equity ETFs and mutual funds
  • Active fixed income managers
  • Asset allocation strategies
  • Capital market assumptions
  • Portfolio risk frameworks
• Design and maintain model portfolios.
• Monitor investment performance and portfolio outcomes across client segments.
• Make recommendations regarding manager selection, removal, and replacement.
• Evaluate opportunities to enhance portfolio efficiency and client outcomes.

Private Markets & Family Office Investments

• Lead sourcing, underwriting, due diligence, and monitoring of private market investments.
• Establish robust manager evaluation frameworks for:
  • Private Equity
  • Venture Capital
  • Private Real Estate
  • Private Credit
  • Opportunistic alternative investments
• Build and maintain…