Wealth Management

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 successful 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