Senior Director – Portfolio Management

San Francisco Location – 100 years Stable!

Rated as one of ‘2015’s “Most Ethical” Companies by Ethisphere Institute.

—We specialize in the distinctive needs of those who work in the academic, research, medical and cultural fields. —

* The Senior Director, Portfolio Management is responsible for managing a team of approximately 20 Portfolio Managers and support staff serving Individual Advisory Services (IAS) clients.

  • With input from the Portfolio Management Managing Director on strategic management issues, this leader will develop the direction of his/her team and will be completely responsible for the team’s tactical direction and results.
  • He/she will contribute to the success of overall client management by leading the partnership with IAS and IB Leadership that will ensure a seamless client experience.

Contact:  Eric Miller /

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