Banking, Wealth & Asset Management

Today, the investment and wealth management space faces greater challenges than ever before. Fee compression, technology for the self-directed investor and increasing regulatory oversight have created a competitive environment where only the best will succeed.  We have 30 years of experience helping our clients face a wide array of competitive challenges. We have successfully completed searches for C-level executives and functional specialists.

Executive Management

  • CEO, Global Private Bank
  • CEO, US Private Bank
  • CEO, European Private Bank
  • CEO, Asset Management, Division of European Bank
  • CEO, Asset Management, Global Diversified Financial Services Firm
  • CFO, Independent RIA
  • COO, Indie Wealth Management Platform
  • Head of National Sales, Top 3 Private Client Firm
  • CIO, Top 10 Wealth Manager
  • MD, Head of Insurance Sales, Global Asset Manager
  • MD, Head of Global Product Structuring, Global Asset Manager
  • MD, Head of LatAm Wealth Structuring, Global Private Bank
  • MD, Head Investment Trust Strategy, Global Private Bank
  • MD, Head of US Investment Advisory, US Private Bank
  • CFO, Private Bank
  • Head of Marketing, Private Bank
  • Head of Regulatory & Compliance, Diversified Financial Services Firm
  • General Counsel, Wealth Manager
  • Chief Investment Officer, $2T Wealth Management Firm
  • PM & Analyst Roles
  • Fixed Income
  • Equity, all strategies
  • Head of National Sales, Top 10 Private Client Firm
  • HNW Relationship Manager
  • Institutional Sales-Insurance
  • Institutional Sales-Endowments and Foundations
  • Institutional Sales-Pension Funds
  • Institutional Sales-US
  • Institutional Sales-Consultants
  • Two-person Private Client/Banking team:
    $5.5MM revenue
  • Two-person Private Client/Banking team:
    $6MM revenue
  • Three-person Banking/Investment team:
    $32MM revenue
  • Three-person Family Office team:
    $10-12MM revenue
  • Six-person Private Client team:
    $8MM revenue