Abacus Wealth Partners

Provide strategic support to the CEO by managing her calendar, travel, and communications to protect her time and mental load. Handle meeting preparation, presentation design, and relationship management for staff and external partners.

The Investment Analyst manages day-to-day investment projects, conducts due diligence on third-party managers, and assists in strategy development. They are responsible for updating capital market assumptions, tracking model portfolios, and preparing performance and impact updates for advisors.