Client Testimonials

Candidate Testimonials

  • “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


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.