What does a portfolio manager do?

Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, Jenn is responsible for the financial health of her clients’ retirement funds and overall wealth investment strategy. With clients’ assets ranging from $100 million to $2 billion, Jenn tackles more than the basics of mortgage payments and college-planning, including major decisions such as philanthropic donations and trusts. Watch this video to learn more about Portfolio Manager roles, and more, in Candid Career!

By Alissa Strong
Alissa Strong Sr. Asst. Director, Technology Innovation & Marketing Alissa Strong