5.0
May 15, 2026
A genuinely purpose-driven firm in asset management
Current employee, more than 5 years
Charlotte, NC
Recommend
CEO approval
Business Outlook
Pros
Unique Firm culture, history, sense of purpose. Beautiful office, great location, delicious food. A lot of talented yet down to Earth people. Stable and focused on doing the right thing for the long-term rather than making short-sighted or reactionary actions.
Cons
The flip side: the cautious, conservative leadership style can be frustrating when change is needed.