Talent is Key: Unlocking Potential, Driving Success
Top Talent Acquisition and Retention from Board to C-Level, and Across Portfolio Managers and Advisor Teams.
Executive Search
With over 30 years of experience in the Financial Services industry, we are uniquely positioned to assist in finding exceptional leadership. Our extensive network, coupled with our Interim Management team and a curated list of top advisors, ensures we are able to quickly source leadership needed to drive your strategy.
We leverage a team of HR professionals, leadership coaches and executive search professionals to provide a full suite of talent acquisition and operational support to our clients.
For over 30 years, our team has been providing Executive Search and Advisory Services across Financial Services, Wealth, Fintech and RIA markets.
Areas of expertise
- Board
- C Level Leadership
- Growth, Strategy and Operations
- Advisors and Portfolio Managers
Speak with one of our professionals today.
Interim Sourcing
When building out your leadership team it is important to have a partner who can quickly identify market leaders and promote existing leadership and corporate strategy.
Contact us below, to learn more about our retained Interim sourcing offering.
Leadership Advisory
Human Capital Advisory
Leveraging a team of Executive Coaches and HR professionals, our HCA team works with your leadership on growth and development
- Organizational Design
- Talent Management
- Outplacement and Transition Support
- Executive Coaching/Career Strategy
- Leadership Communication Training
Contact one of our advisors today