Teams at Kayne Anderson Rudnick

Conduct fundamental research on U.S. small- and mid-cap companies, evaluate business quality and competitive advantages, analyze financial statements and valuations, generate investment ideas, and prepare research reports and recommendations. Present findings to portfolio managers, monitor holdings, engage with company and industry contacts, attend conferences, and collaborate with analysts on portfolio decisions and investment strategy.

Partners with business development leaders to acquire and manage high-net-worth clients. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, portfolio reviews, asset allocation recommendations, and proactive client communication. Supports referral-based business development through prospect meetings and custodian-sponsored events while delivering personalized wealth management services.

Partners with the Business Development Officer to develop and manage high-net-worth client relationships. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, asset allocation recommendations, portfolio reviews, and proactive client communication. Supports new business development through prospect meetings and custodian-sponsored events while delivering a personalized client experience.