Managing Director, CFA

Function:

Leadership

We recently placed a Market Leader, CFA, at a national wealth management firm. Details below:

Lead advisor for 8 years with the last 5+ years exclusively with 10M+ level clientele
Advised on 1.5b AUM and 40 families; 750M AUM and 2M in revenue was portable
Sourced 350M of net new AUM last year
Manages a team of planners, associates and specialists

For more information about this candidate, including details of their compensation package and/or expectations, please click here to schedule a time to speak with us

(866) 922-3770

connect@leahyosef.com

4 Penny Court
East Brunswick NJ 08816

Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide.

With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.

Part of a Global Network

Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.

Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.

Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.

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Managing Director, CFA

Function:

Leadership

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Part of a Global Network