Client Testimonials

  • “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

  • “Yosef and his team did an excellent job helping us find top talent. He was communicative, transparent, and really understands the wealth management/RIA space. He is a pleasure to work with. Most importantly, he is through, honest, and honorable. We look forward to using him again and again as we build our expanding team.”

    Jeff Camarda

    Chairman and CEO of Camarda Wealth Advisory Group

  • “Yosef did a great job helping us find some great talent. We trust him implicitly.”

    Lorenzo Esparza

    CEO and Founding Principal at Manhattan West

  • “Yosef is more than a recruiter. He is a strategic partner. He is very smart about the RIA industry and human capital planning. I’m glad we met him and that he is out there for us.”

    Laura Kuntz

    Founder and Senior Wealth Manager at Laurel Wealth Planning

Candidate Testimonials

  • “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

Testimonials

We 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.

Our Process
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Our Process
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