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

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

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

Representative Searches

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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.