Private Wealth &
Investment Management

Private Wealth & Investment Management

Recruiting & executive search

Recruiting &
executive search

I’m Looking for a New Hire

I’m Looking for a New Job

I’m Looking for a New Hire

I’m Looking for a New Opportunity

We Deliver Premier Talent

to RIA’s, Single Family & Multi-Family Offices Nationwide.

“I have worked with Yosef for many years and he has been an instrumental part of bringing amazing new members to our team…”

MICHAEL KROL, Head of Wealth Advisors,
Business Development and Planning at Waldron Private Wealth

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Our Specialties

Investment Management, Private Asset Management, Investment Advisory, RIA, Single Family Office, Multi-Family Office, High Net Worth Wealth Management, and Ultra-High Net Worth Wealth Management.

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.

Global Network

Leah Yosef International, Inc. is a proud member of the Sanford Rose Associates^® network of offices and is recognized as a Top 10 Retained Executive Search Firm in the US/Americas.

Industry Insights

7 Wealth Management Interview Questions You Need to Know
In the world of wealth management, the ability to navigate the complexities of financial planning and investment strategies is paramount. To excel in this field, it is essential for professionals to possess a comprehensive understanding […]

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What Wealth Recruiters Look for in Hiring a Wealth Advisor
In the competitive world of wealth management, the role of a wealth advisor is crucial in assisting clients in achieving their financial goals. As such, wealth recruiters seek individuals who possess a specific set of […]

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Chief Operating Officer Vs Chief Financial Officer – Which Career to Pick?
The decision to pursue a career as either a Chief Operating Officer (COO) or a Chief Financial Officer (CFO) requires careful consideration. Both roles are critical in the corporate landscape, but differ in their areas […]

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We Place Top Talent

We specialize in placing professionals from associate to senior management, who have not only superior qualifications, but the ability and spirit to deepen relationships and grow businesses.