Overview

• Founded in 2001 and headquartered at 900 Walt Whitman Rd, Melville, New York, United States, 11747
• Specializes exclusively in executive search for the global wealth management industry
• Maintains operations across United States, Canada, Latin America, Europe, and Middle East markets
• Employs 4 staff members with deep expertise in financial marketplace recruitment
• Serves clients including RIA’s, Private Banks, Asset Managers, and Multi-Family Offices

Specializations

• Family Offices recruitment with global market knowledge
• Private Banking executive search across international markets
• Asset Management talent acquisition for global financial institutions
• Wealth Management executive placement with specialized industry expertise

Services & Approach

• Executive search for Brokerage Firms and Wholesalers in wealth management
• Recruitment services for Trust & Insurance sector positions
• Tailored search assignments for RIA’s (Registered Investment Advisers)
• Global talent acquisition for Private Banks and Asset Managers