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Carver Financial Services LLC.

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  • 9 days ago

    Chief Investment Officer (CIO)

    Carver Financial Services LLC. - Mentor, OH, United States

    The Chief Investment Officer (CIO) is responsible for leading the firm s investment philosophy, portfolio construction, drift management, rebalancing authority, and technology integration. This individual will serve as the primary investment voice of the firm, partnering closely with advisors, leadership, compliance, and operations to ensure disciplined, tax-aware, scalable, and client-centric investment management across all portfolios. Core Responsibilities 1. Portfolio Oversight Drift ...

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