AREAS OF EXPERTISE
Delivering Exceptional Service Since 1992
Consolidation in the asset management industry is requiring new thinking and capabilities. In this increasingly competitive market for talent, we identify the solutions-oriented individuals who fit with your succession plans and can make a substantial difference in addressing your firm’s leadership gaps.
Board of Directors
Building an effective independent board requires a diversity of perspectives and skillsets. Today’s regulatory environment demands a heightened level of sophistication and governance to address the growing complexity of board responsibilities. We help firms refresh and re-tool their boards to meet the industry’s challenges.
The traditional brokerage business is being re-drawn by the new fiduciary standard, as well as disruptive technology. We engage with leaders who understand the advisor community and are motivated by the opportunities to create a new strategic vision to power the growth of brokerage firms.
A dearth of talent, a wave of retirements, M&A, and robo-advisors are all creating new challenges for the wealth management business. We help firms create a talent roadmap and engage high-impact players who are committed to growth and who appreciate the importance of delivering a personalized wealth management experience.
As the investment consulting business continues to mature, successful firms need to recruit talented individuals who think strategically about the future needs of their clients. We work with firms to define, assess and attract the executives who possess the multi-faceted skillsets necessary to develop innovative solutions.
Successful fintech firms need domain expertise to drive the business and bring innovation to financial services. We understand where financial technology intersects the investment industry. We canvass the talent landscape to engage those individuals with an entrepreneurial spirit, investment expertise and an appetite for technology.