AREAS OF EXPERTISE
Asset Management
Asset management is undergoing dynamic change. It is no longer just about consolidation; it is about re-imagining how business should or could be done going forward. We act as a conduit for our clients to gain access to critical strategic talent who are able to forge change for future success.
Board of Directors
An effective board requires diverse perspectives and skill sets. Today’s regulatory environment demands a heightened level of sophistication and governance to address the growing complexity of board responsibilities. Let us help your firm refresh its board 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 wave of retirements, M&A, and robo-advisors are creating new challenges for the wealth management industry. We help wealth management firms and family offices engage high-impact players who are committed to growth and appreciate the importance of delivering a personalized and consultative wealth management experience for every client.
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 investment consulting firms to define, assess, and attract executives who possess the multi-faceted skill sets necessary to develop innovative solutions.
Fintech
We understand where financial technology intersects the investment industry. Successful fintech firms need domain expertise to drive business and bring innovation to financial services. We canvass the talent landscape to engage entrepreneurial individuals with investment expertise and an appetite for technology.