5.0
17 Oct 2023
Anonymous employee
Current employee, more than 8 years
Recommend
CEO approval
Business outlook
Pros
Experienced, professional teams across advisors, client service, and investment management. Offers flexibility and independence to execute role while operating within a team structure. The focus in on delivering results for the client but teams operate with a good sense of humor. Lean, flat organizational structure allows for impactful work. This environment is very differentiated from my experience.
Cons
If you have an inflated sense of self importance or you aren't a self starter, I recommend working elsewhere.