Vice President And Consultant
CurrentInvesTrust Consulting is an independent investment firm that works with foundations, endowments, corporations, and high-net worth familes. InvesTrust Consulting offers independent, objective and strategic investment advice focused on the long term.Provide investment advice to clients. Responsible for day to day operations including supervising a consulting and analytical staff of five as well as budgeting. Oversee investment reporting for clients. Direct investment manager and mutual fund research. Perform additional investment and economic related research and special projects. Write proposals and make formal presentations to potential clients.