Midwest Advisors
The Vice President, Portfolio Manager manages discretionary investment portfolios and serves as a trusted advisor to high-net-worth individuals, families, trusts, and institutional clients. This role combines investment management expertise with relationship management, fiduciary oversight, and business development to deliver customized investment solutions. The position reports to senior investment leadership and collaborates with various internal teams to support strategic growth objectives.
Financial Solutions Centered Around You
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Midwest Advisors.
Midwest Advisors didn’t post a salary, so this is our estimate from similar listings.