Overview

• Boutique executive search firm founded in 2024 and located in Oceanside, New York
• Specialized exclusively in recruiting for the Wealth Management industry with a 5-person team
• Focuses on introducing candidates who are strong fits for long-term professional partnerships
• Serves clients ranging from boutique firms to global financial corporations
• Headquartered at 3433 Lawrence Ave, Oceanside, NY 11572-5426

Specializations

• Targeted recruitment for wealth management professionals
• Executive search in financial planning and investment advisory sectors
• Candidate placement for high net worth financial service teams
• Recruiting specialists with expertise in trust and estate management

Services & Approach

• Personalized executive recruitment with specialized industry expertise
• Candidate screening for wealth management and financial planning roles
• Transparent communication throughout the recruitment process
• Tailored talent acquisition for financial service organizations