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Our
executive search practice focuses on two areas:
Investment Management
and Technology Services
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Investment Management:
Our search practice supports the key talent needs of fee-based investment advisory firms. We recognize the
critical importance of bringing together individuals and opportunities to
leverage the Assets Under Management (AUM) of client firms.
Client relationships and expertise are primarily with
firms
in the Northeast and Mid Atlantic states with AUM in the $100MM - $4B
range.
Our services include:
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Searches for key talent
(financial advisors, portfolio managers, analysts, sales and business
development professionals) to support firms' strategic growth;
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Team lift outs (e.g.
fund and portfolio teams); and
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Identification,
introduction and completion of merger opportunities.
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