Wealth Advisory Recruitment – How Long Should It Take to Fill The Role?
Where (and Where Not) to Find Top Talent
How to Hire a Lead Advisor with a Book of Business
Legal Issues to Consider When Recruiting Part 1: Age Discrimination
Legal Series, Part 2: The Fair Pay Act
For Clients – Winning the War for Talent Video
What to Look for If You’re Hiring a Chief Operating Officer
For Clients – Client Interview Prep Video
The Pros and Cons of a Contingent Vs. a Retained Search
Are You Paying Your Top Performers Enough?
For Clients – Components of Relocation
What to Look for When Hiring a Chief Compliance Officer
The Qualities To Look For When Hiring An Investment Team Leader
How to Handle Proration of Employee Bonuses
For Clients – Successful Candidate Onboarding Video
What If Your Top Performer Quit?
RIA & Multi-Family Office Executive Search

OUR MISSION

To partner with client-centric fiduciaries to grow their businesses through an efficient on-boarding process which produces long-term retention of motivated and talented investment management recruiting professionals.

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"Yosef Colish did an excellent job for us on a complex US recruitment assignment. He researched and talked to many people and put forward a broad range of candidates with different levels of experience so we could gauge what we wanted. He helped lead us to a positive and successful conclusion. It could not have been done without his expertise and guidance."
Andrew Penney, Managing Director at Rothschild
"I worked with Yosef in a nationwide search for a senior investment analyst. Yosef demonstrated the ability to listen to ensure the role was properly defined, persistence, a wide network of contacts, and the patience needed to ensure we secured the right candidate."
Bruce Betters, CEO and Chief Investment Officer, Marshall Street Capital