Overview

• Founded in 2007 and headquartered at 19363 E Floyd Ave, Aurora, Colorado, United States, 80013-3734
• Specializes in executive search for wealth management companies, generating $26,715,000 in annual revenue
• Employs 10 professionals focused on recruiting executive management and sales roles in financial sectors
• Operates exclusively in wealth management, investment management, and insurance industries since 2007
• Provides full-service executive search, including talent sourcing, candidate screening, and in-depth assessments

Specializations

• Wealth Management executive recruitment for C-suite and sales leadership roles
• Investment Management talent acquisition for portfolio management and advisory positions
• Insurance industry-specific executive search for underwriting and risk management professionals

Services & Approach

• Proactive identification and sourcing of hard-to-find executives in financial services
• Targeted marketing of client positions to passive candidates in wealth management sectors
• Comprehensive screening processes using industry-specific competency frameworks
• Structured interviewing techniques tailored for assessing financial leadership candidates