Asset Allocator Role Pivot
Hello - anyone have experience transitioning from a multi family office advisor/portfolio manager role serving a few select UHNW families to an OCIO, Foundation, SFO, Pension, or Endowment asset allocator seat? My role now is managing all finances for the families: portfolio construction, trust and estate, taxes, general planning, etc. I'd like to get in a seat that's just investment focused with minimal client interaction.
I have my CFP, but am looking to do either CFA or CAIA assuming those would help. Leaning towards CAIA (already completed CFA L1) because it's more focused on alternative investments and the CFA is very broad.
Thanks in advance!