About Us We are a dynamic, rapidly growing independent wealth management firm based in the Bay Area, offeringcomprehensive wealth management services to individuals and families. Specializing in guiding successfulindividuals and families through their peak career and parenting years, we address the myriad of decisions facingthis demographic. Position OverviewWe are seeking an exceptional Director of Investments to join our team and support our firm, advisors, andclients. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail, anddeep expertise in investment mana