Testimonials

Client Testimonials

 

“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 

 

“Yosef is great to work with. He is very knowledgeable and takes the time to understand his clients needs, saving time and delivering great results in the process.”

Chris Schiffer, MBA, CPA, CFP®, AIF®
COO, AEPG

 

“Yosef is a tireless recruiter who in my opinion is at the top of his field. He was an integral part in my move to Telemus Capital, he demonstrated excellent communication skills in detailing the opportunity and potential with this firm and why it was an excellent fit for me and my family. He did an amazing job in bringing me to my firm and I know my partners value his work ethic and input when making critical hiring decisions. I would not hesitate to hire him for any future hiring needs or to refer any of my connections to Yosef for future opportunities as I know they would be dealing with a true professional.”

James Housler
Partner/Senior Advisor at Telemus Capital

 

 

 

Candidate Testimonials

 

“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

 

“Yosef Colish was a pleasure to work with when I was seeking a new job. Yosef was extremely professional and devoted a great deal of his time in order to coach me on how to ace the recruiting and interviewing process. With Yosef’s guidance I was able to land an investment-related role at a prestigious $30B+ RIA. I was extremely satisfied with the services Yosef provided and I highly recommend Yosef Colish to anyone looking for a new job.”

Benjamin R. Lepore
Portfolio Analyst at City National Rochdale

 

“Yosef guided me through a difficult career transition by making sure I was thinking logically and keeping me focused on my goals. Yosef was a pleasure to work with and his unique knowledge of the practice area and specific company was invaluable.”

Kevin Bergesen
Trust Officer

 

“Working with Yosef was a great experience. As a candidate, he kept me informed and prepared every step of the way. I couldn’t have been happier with my experience.”

Eric Nohelty, CFA
Senior Investment Analyst at Marshall Street Capital

 

“Yosef identified a role for which I perfectly fit that was a major opportunity at a prestigious RIA. He is courteous, professional and negotiated a fantastic compensation structure. His service was top notch.”

Christopher Holland
Vice President Retirement Solutions, Sr. Portfolio Manager at AEPG Wealth Strategies

 

“Yosef assisted me with an opportunity recently for which I ended up getting hired. Yosef was wonderful to work with and kept me informed about every step along the way. He was extremely professional and never over-promised. I would highly recommend Yosef and his firm.”

Gabrielle Lounds
Associate Portfolio Manager at City National Rochdale

 

“Working with Yosef has been a great experience. He is highly professional and has provided advice and guidance every step of the way towards finding the perfect opportunity.”

Tom Shaw
Portfolio Analyst, City National Rochdale

 

“Yosef did an excellent job helping me to find and apply for my current position. He really took the time to get to know me and put me forward for jobs that suited my skills and personality. His coaching and advice to candidates prior to the interview were invaluable in getting me into my present position. I would highly recommend him.”

Stephanie Schaaf, CFA
Associate Portfolio Manager at City National Rochdale

 

“I couldn’t have been happier working with Yosef: he was helpful throughout the entire process, and ultimately delivered great results with a company and position that was a great fit for both parties. This was a new experience for me; Yosef ensured that all my questions were answered along the way, and gave me helpful advice at multiple points during the journey based on his years of experience. I would recommend his services to my friends and family.”

Alexander Morris, CFA
Research Analyst at The Fiduciary Group

 

“It was a pleasure working with Yosef. As an executive recruiter, Yosef is extremely diligent in searching out potential positions that match the candidates profile. From initial consultation to the final meeting stage, Yosef consistently provided feedback and guidance ensuring the interview process was flawless. He truly cares for the wellbeing of the candidates and that translates into a very positive experience working with him.”

Denis O’Leary
Managing Director US Investment Management at IDBBANK

 

“Yosef assisted me in my recent job search as I sought to find an Advisor position with an established RIA firm. He was successful in placing me at my current firm, and it could not be a better fit! Yosef’s knowledge of the wealth management space is unlike any other recruiter I have encountered in the past. He is a true expert. I recommend him highly.”

Alessandra DiMauro, CFP, AEP
Financial Counselor at Resnick Advisors

 

“Over the course of my career I’ve worked with many recruiters at some of the top financial services companies in the world but my experience with Yosef was by far the best I’ve ever had. What impressed me the most was the high level of communication and transparency throughout and the process and this made me very confident that the opportunity I was pursuing was the right one. I now have started a new chapter in my career with a fantastic firm and I know I would have never even known about the opportunity if it wasn’t for Yosef. I already have and will continue to refer high quality candidate’s to Yosef because I know they will be treated well and they will be matched up with a role that is right for both the employee and the firm.”

Casey Robinson, CFP®
Wealth Counselor at Waldron Private Wealth

 

 

“Yosef was an invaluable resource to me during my job search. He was persistent, informative, and reliable. As soon as we made contact, he was able to match me with at least 6 companies, providing great background knowledge on each – which eventually led to my new position. It was a pleasure working with him.”

Maryann Reyes
Senior Manager at WithumSmith+Brown