Client Testimonials

  • “Yosef was wonderful in helping us find just the right person to join our firm. He went out of his way to accommodate a unique set of circumstances and we are thrilled with the outcome. I would highly recommend him.”

    Lorraine Ell

    CEO, Better Money Decisions

  • “I have worked with Yosef for many years and he has been an instrumental part of bringing amazing new members to our team. He has a crystal clear understanding of the RIA sector with the wealth management industry, which helps make my job easier. He also understands exactly the type of person who will be successful at our firm and articulates our message masterfully in the marketplace.”

    Michael Krol

    Head of Wealth Advisors, Business Development and Planning at Waldron Private Wealth

  • “A comprehensive search for a Director Level Investment position in an RIA firm, from definition of engagement, to identification of multiple candidates, to phone interviews, to personal interviews, to extension of offer, receipt of acceptance, all within 7 weeks. While the foregoing may sound absurdly ambitious, that was the reality of our most recent experience working with Yosef Colish.
    Oh, and did I mention that ancillary to this search, we filled a more junior role on the same timeline. Whether you’re part of my network or not, feel free to reach out to me for specifics on our absolutely stellar experience with Yosef.”

    Joe Sweeney

    Cornerstone Retire/Cornerstone Financial Partners

  • “Yosef Colish did an excellent job for us on a complex US recruitment assignment. He researched and talked to many people and put forward a broad range of candidates with different levels of experience so we could gauge what we wanted. He helped lead us to a positive and successful conclusion. It could not have been done without his expertise and guidance.”

    Andrew Penney

    Managing Director at Rothschild

  • “Our investment advisory firm has retained Yosef twice now to lead a search for investment professionals to add to our team. He has done an outstanding job in both searches. He captured the essence of our firm, the job responsibilities, the qualities we were looking for, and the opportunity it presented to qualified candidates. He understands the RIA business model and the critical success factors for investment professionals. He generated, for each search, a number of qualified candidates to consider. He vetted each of them very well so the time we spent in the initial interviews was very efficient and worthwhile. After we extensively interviewed and identified the candidate(s) we wanted to hire, he did a great job helping us negotiate salary and other employment conditions. He is our go-to recruiter for all C-level, CFP, and CFA searches.”

    Julia Butler

    Chief Operating & Compliance Officer, The Fiduciary Group

  • “I worked with Yosef in a nationwide search for a senior investment analyst. Yosef demonstrated the ability to listen to ensure the role was properly defined, persistence, a wide network of contacts, and the patience needed to ensure we secured the right candidate.”

    Bruce Betters

    CEO and Chief Investment Officer Marshall Street Capital

Candidate Testimonials

  • “Yosef was a pleasure to work Yosef convinced me to be open to an opportunity and then never left my side as we walked through the long process of making a major career shift. He continually kept me in the game when my confidence was wavering. Yosef’s broad perspective about the industry helped me frame my thinking and evaluation. I would recommend Yosef to any candidate thinking of moving down a path to a new firm. His work has changed my life.”

    Head of Family Office Services

    Independent Wealth Management Firm

  • “Yosef is excellent at what he does! Over a number of months, I worked with Yosef on two different opportunities he had in mind for my career. Yosef was constantly in contact, communicating how the processes were progressing and keeping me at ease. In the end, Yosef helped match me at a firm that provided a substantial opportunity for my family and myself and negotiated the best deal possible. If you get the chance to work with Yosef don’t pass it up!”

    Robert Benton

    Investment Analyst at Cornerstone Wealth Group, LLC

  • “It was such a pleasure working with you! You clearly understand your clients/firms and took the time to pinpoint exactly what I wanted for myself in the new firm. I am excited to start this new chapter, and it has been some time since I felt this way. Thank you Yosef!”

    Sunny Erdman

    Vice President/Senior Portfolio Officer, Portfolio Management at BNY Mellon Wealth Management

  • “Yosef was terrific to work with as I was looking for a new position. He listened to what was important to me and focused on finding the right fit. I highly recommend him.”

    Brian Walsh

    Managing Director at Boston Financial Management, LLC

  • “I had an excellent experience working with Yosef for my latest position. He provided full end-to-end support in the search process, including initial screening, interview prep, offer negotiation, and post-acceptance follow-up and support. You could tell that Yosef clearly cared about ensuring that candidates are placed in positions where they can succeed long-term, unlike many recruiters who often seem to be trying to simply fill openings as quickly as possible regardless of fit. If you are looking for a position within the RIA space, I would highly recommend working with Yosef.”

    Aaron Stolpen, Esq.

    Portfolio Manager at Tarbox Family Office, Inc.

  • “Working with Yosef was a terrific experience. After relocating across the country, Yosef helped me as a candidate for an officer level position, of which I eventually got hired. Every time I had a question, or got a bit impatient (the process can take months), or just needed a few minutes to talk about an upcoming interview, he was very helpful and knowledgeable. He also made sure I was prepared for each round of interviews, as well as for what the company needed and was expected. He spent time to ensure that I was a good fit for the company, but also that the company was a good fit for me. I am very happy with my experience working with Yosef and even recommended him to the company I left if they need recruitment help in the future.”

    Rachel Posner

    Chief Compliance Officer, Cornerstone Wealth


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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.