AREAS OF EXPERTISE
Asset Management
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 can make a substantial difference in addressing your firm’s leadership gaps or succession plans.
Board of Directors
An effective and independent board requires diverse 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 their boards to meet the industry’s challenges.
Brokerage
The traditional brokerage business is being re-drawn by the new fiduciary standard and disruptive technology. We engage with leaders who understand the advisor community and have the strategic vision to power the growth of brokerage firms.
Wealth Management
A dearth of talent, a wave of retirements, M&A, and robo-advisors are all creating new challenges for the wealth management industry. We help firms engage high-impact players who are committed to growth and who appreciate the importance of delivering a personalized wealth management experience.
Investment Consulting
As the investment consulting business continues to mature, successful firms must 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.
Fintech
Successful fintech firms need domain expertise to drive business and bring innovation to financial services. We understand where financial technology intersects the investment industry. We canvass the talent landscape to engage entrepreneurial individuals with investment expertise and an appetite for technology.
