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