Overview

• Founded in 2003 and headquartered at 201 E 71st St, New York City, with 4 employees specializing in financial sector executive search
• Originated in the Alternatives Industry (Hedge Funds/Private Equity) before expanding into Private Wealth Management, Compliance, and Asset Management sectors
• Developed Latin American market expertise through strategic partnerships with Miami-based private wealth management firms
• Anticipated regulatory-driven demand for compliance and risk management talent, building specialized networks in this area
• Launched a new initiative focusing on early-stage technology investments for financial services recruitment needs

Specializations

• Hedge Fund & Private Equity executive search with roots in the Alternatives Industry since 2003
• Private Wealth Management recruitment featuring Latin American market expertise via Miami-based operations
• Compliance & Risk Management talent solutions for financial services, driven by regulatory changes
• Senior-level placements in Asset Management for global institutions and family offices

Services & Approach

• Retained executive search services for financial institutions ranging from global firms to mid-size private wealth managers
• End-to-end recruitment partnership covering needs assessment, candidate sourcing, and placement processes
• Diversity-focused candidate curation with guaranteed diverse rosters in all executive searches
• Regulatory-responsive talent acquisition strategies for compliance and risk management roles
• Latin American market executive recruitment through established Miami private wealth management networks