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Walpole Co-operative Bank

Walpole, Massachusetts

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Bristol County Savings Bank

Taunton, Massachusetts

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Alerus

Minneapolis, Minnesota

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BankGloucester

Gloucester, Massachusetts

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First State Bank of St. Charles

Chesterfield, Missouri

City National Bank

Lexington, Kentucky

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BankGloucester

Gloucester, Massachusetts

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Watertown, Massachusetts

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Burlington, Massachusetts

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Rockville, Maryland

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WEBSTER FIVE CENTS SAVINGS BANK

Auburn, Massachusetts

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Riverside, California

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Portland, Oregon

Seamen's Bank

Provincetown, Massachusetts

Network for Oregon Affordable Housing

Portland, Oregon

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Alerus Financial

Excelsior, Minnesota

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New Tripoli Bank

Orefield, Pennsylvania

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Country Bank

Ware, Massachusetts

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Department of Consumer and Business Services

Salem, Oregon

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Koa Wealth Management

San Diego, California

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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Francis Financial, Inc.

New York, New York

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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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