Portfolio Assistants

Client Relationship Specialist

Our Client Relationship Specialists work closely with the Company’s Principals and Portfolio Managers to support the establishment of new accounts, to help ensure the smooth functioning of custodianship, to coordinate the administrative functions related to trading and recordkeeping and, in general, to promote communication with our clients. Each Client Relationship Specialist brings a different set of experiences to the firm. What they all have in common is a service orientation and a desire to satisfy our clients’ needs.