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First Bank/First National Corporation Logo
First Bank/First National Corporation

Winchester, Virginia

NEW! NEW!
Malvern Bank

Paoli, Pennsylvania

NEW! NEW!
BofA Securities, Inc.

New York, New York

BofA Securities, Inc.

New York, New York

BofA Securities, Inc.

New York, New York

Bank of America N.A.

Atlanta, Georgia

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

Bank of Wisconsin Dells Logo
Bank of Wisconsin Dells

Wisconsin Dells, Wisconsin

Maspeth Federal S&L Logo
Maspeth Federal S&L

Maspeth, New York

Maspeth Federal S&L Logo
Maspeth Federal S&L

Maspeth, New York

Chelsea Groton Bank Logo
Chelsea Groton Bank

multi cities throughtout CT, Connecticut

First & Farmers National Bank, Inc. Logo
First & Farmers National Bank, Inc.

Somerset, Kentucky

Chelsea Groton Bank Logo
Chelsea Groton Bank

Groton/Norwich, Connecticut

Chelsea Groton Bank Logo
Chelsea Groton Bank

Groton, Connecticut

THE FARMERS BANK

CARMEL, Indiana

Wakefield Co-operative Bank

Wakefield, Massachusetts

PeoplesBank

Longmeadow, Massachusetts

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Investment Portfolio Manager
Duties & Responsibilities: Daily, monthly, and quarterly monitoring of clients' portfolios. Ensure the Investment Statement has been completed and signed by client. Ensure the Investment Objective of each portfolio is functioning within established parameters. Manage monthly distributions/contributions for each portfolio. Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances. Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service. Evaluate current and prospective portfolios for clients needing a more in-depth review. Review the portfolio constru


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