Representative Searches

LEADERSHIP

 

Managing Director of Wealth Management
6 Billion RIA/Trust Company

 

Head of Multi-Family Office Division
Well Established Wealth Management Firm

 

CEO/President
Independent RIA

 

Chief Operating Officer
Independent Registered Investment Advisor

 

President, Chief Operating Officer
Independent RIA

 

Chief Compliance Officer
Independent RIA

 

Director of Operations
Independent Fee-Only RIA

 

Chief Investment Officer
Multi-Family Office

WEALTH ADVISORY

 

Wealth Planner/Relationship Manager
Dynamic and Growing Independent Wealth Management Firm

 

Senior Wealth Advisor
5B+ Established Independent RIA

 

Senior Wealth Advisor/Relationship Manager
400B+ Private Client Investment Manager

 

High Net Worth Tax Advisor
Multi-Family Office

 

Senior Trust Officer
24B Private Trust Company

INVESTMENT MANAGEMENT

 

Senior Portfolio Manager
Independent Registered Investment Advisor

 

Senior Investment Advisor
200B+ Private Client Investment Manager

 

Director of Investments
Independent Fee-Only Wealth Advisory Firm

 

Private Client Portfolio Manager
Nationally Recognized Holistic Wealth Advisor

 

Associate Portfolio Manager
30B+ Investment Management Firm

 

Research Analyst
Independent Registered Investment Advisor

 

Investment Analyst
Independent Registered Investment Advisor

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.