Wealth Management Industry Searches

We are very proud of our clients and the work we have done for them over the years.

Below are examples of some of the recent Financial & Wealth Management executive searches we have completed.

	Bessemer Trust Senior Resident Officer Washington DC Senior Resident Officer Naples, FL Business Developers (2) New York Business Developer Atlanta Associate Client Account Manager – Naples, FL
	GenSpring Family Offices President – New York, NY Office Chairman & President - Washington D.C. Office Chairman & President - Orlando, FL Office Chief Investment Officer, Lighthouse Partners (Hedge Fund) Director of Wealth Strategists Director of Marketing Director, Financial Capital Services – Palm Beach Business Developers –Palm Beach, New York, Washington D.C. Jacksonville, Greenwich Portfolio Managers–Atlanta, Charlotte, Tampa, Orlando, Palm Beach Gardens, New York, Sarasota
	BNY Mellon Managing Director of Sales Georgia Managing Director of Sales Florida Private Banking Director Southeast Region Business Developer – Ft. Lauderdale, Newport Beach, Atlanta, New York Senior Portfolio Manager Atlanta, West Palm Beach
	Neuberger Berman Managing Director- San Francisco Managing Director- Los Angeles Managing Director – Southeast Region Business Developers – Placed individuals in the following cities: San Francisco, Los Angeles, Newport Beach, Atlanta, Tampa, Orlando, West Palm, Miami, Washington D.C., New York, Philadelphia, Chicago, Houston