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Financial Services
We are very proud of our clients and the work we have done for them over the years. Below are examples of the recent Financial Services searches we have completed.
  
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Genspring
Chief Investment Officer, Asset Management Advisors
Chief Investment Officer, Lighthouse Partners (Hedge Fund)
Portfolio Managers – Atlanta, Charlotte, Miami, Tampa, Orlando, Palm Beach Gardens, New York
Chairman & President - Washington D.C. Office
Chairman & President - Orlando, FL Office
President – New York, NY Office
Managing Director – Miami Office
Director of Wealth Strategists
Director of Marketing
Director, Financial Capital Services – Palm Beach
Business Developers – Miami, Palm Beach, New York, Washington D.C. Jacksonville, Greenwich |
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Bernstein Global Wealth Management
Business Developers – Placed individuals in the following cities: Philadelphia, New York, Boston, West Palm, Tampa
Senior Investment Officer for Florida (CIO) – West Palm |
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Neuberger Berman
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 |
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Oxford Financial Group, LTD
Chief Investment Officer, Oxford Financial Group |
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Merrill Lynch Global Private Client Group
Private Banking Teams - Bloomfield Hills, Boca Raton, Chicago, Ft. Lauderdale, Los Angeles, Miami, New York, Palm Beach, San Diego, San Francisco, Washington, D.C. |
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UBS
Private Wealth Teams - Miami, Ft. Lauderdale |
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Lydian Wealth Management
President – Tampa |
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