Chief Investment Officer – Lead Asset Strategy & Trading
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Portfolio & Asset Management
HBKS Wealth Advisors seeks a Chief Investment Officer to lead the Asset Management Group, set investment strategy, and oversee portfolio construction across a multi-office firm. You will chair the Investment Committee, drive due diligence, and manage trading infrastructure while ensuring fiduciary standards across client portfolios.
The role requires extensive experience in public markets and alternatives, strong leadership, and the ability to communicate with high-net-worth clients, advisors,
This posting is for the Chief Investment Officer – Lead Asset Strategy & Trading role at HBKS Wealth Advisors, based in Conshohocken, Montgomery County, United States.
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We are looking to fill the Chief Investment Officer – Lead Asset Strategy & Trading position at HBKS Wealth Advisors in Conshohocken, Montgomery County, United States.
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