P/T Chief Investment Officer

Portfolio management
* Research new strat. and mkt oppor. to help identify potential investments to get attractive return and diverse.benefits for the portfolio
* Do extensive due diligence on promising invest. opport.
Equities and Fixed Income
* Oversee a portfolio including equities, hedge funds, private equity and fixed income
* Work with Financial Advisors and consultants to evaluate options
* Monthly / Quarterly Reporting, Analysis and Monitoring
Real Estate:
* Identify potential RE investment trends and opportunities
* Analysis of acquiring commercial RE
* Sourcing debt capital to support the activities of the RE portfolio
* Overseeing the operations of the RE portfolio
Tax planning / Working with CPA
* Work with CPA for completion of Fed and State Tax returns
* Tax efficient investment & Busi.Strategies
* Ensure Compliance - Fed, State & Local Laws
Risk Management :
* Divers. of Invest. and balancing risk for "Long Term Family Str. Invest. Plan"
* Busi.Insu.