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COO/President

Preferred Location:
North-East,South-East
Open to Relocation:
Yes

We are currently representing a COO/President of a ~1B AUM RIA area who is exploring outside opportunities due to a change in values and vision of his co-founder. Details below:

  • Scaled a start-up advisory firm from zero to ~1B in assets, expanding from one to three offices and growing headcount from 4 to 21 employees
  • Designed and implemented firmwide operational infrastructure and standardized workflows that supported rapid, controlled growth
  • Directed M&A integration efforts, including seamless alignment of systems, people, and processes while preserving staff and client relationships
  • Embedded compliance rigor directly into daily operations ensuring regulatory excellence

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