Overview

• Founded in 2020 with headquarters at 8425 Navajo St, Philadelphia, Pennsylvania, 19118-3861
• Employs 6 staff members as executive search consultants
• Specializes exclusively in the Private Wealth and Investment Management industry
• Serves multi-billion dollar RIAs, single/multi-family offices, and boutique firms nationwide
• Received testimonial from Tom Christman, Managing Director at Cresset Capital, for sourcing Client Service professionals

Specializations

• Executive recruitment for Private Wealth Management firms
• Talent sourcing for Asset Management organizations
• Staffing solutions for Private Banking institutions
• Placement of Portfolio Managers, Relationship Managers, and Financial Advisors

Services & Approach

• Executive search for Client Service Professionals and Operations roles
• Recruitment of Financial Advisors and Associate Advisors for wealth management firms
• Placement of Relationship Managers and Portfolio Managers
• Consultative talent acquisition with cultural alignment for private wealth clients