As multi-generational wealth has grown to tremendous proportions around the globe, there has been a proliferation of Family Offices to support the ultra-high net worth community. The rapid expansion of the ecosystem of single and multi-family offices has created unique recruiting challenges for the sector.
At StevenDouglas we understand that all Family Offices are not created equally and they are each formed with a different vision for the future. Our experts understand the nuances of the different types of structures and are adept at identifying the right skill sets for the right situation. Equally, if not more important in this sector, is the cultural fit given the personal nature of the families holdings and in many cases the size, scope, and number of family members being served by the office. Our team has worked with offices of all sizes, start-up to very mature operations, and single to multi-generational operations.
Areas of Specialization:
- Executive Leadership (CXO)
- Investment Management
- Finance & Accounting
- Trust, Estate and Tax Planning
- Governance and Compliance
- Real Estate Management
- Family Concierge Services
- Information Technology
- Governance and Compliance
- Human Resources
Financial Services Search
Julie Zorn runs the Family Office search practice nationally and is tasked with expanding the Financial Services practice nationally. Julie’s industry knowledge, expansive network and strong reputation as a thought leader in the space will allow her to continue the growth and exceptional track record of the Financial Services practice through strategically partnering with global financial institutions, wealth management firms, private banks, single and multi-family offices and private equity firms.
Prior to joining StevenDouglas, Julie was in global private banking and served as a trusted advisor and private wealth consultant to high and ultra-high net worth individuals, families and family offices. Julie has broad insight into and intimately understands the sophisticated needs faced by the wealthy and the firms that support them.
An active community member, Julie currently serves as the Chair of the Advisory Board for Living Well Family Office, a next generation family office and is an active community member supporting a number of nonprofit organizations-MCCD-Midwest Council for Children with Disabilities, Feed my Starving Children, Naperville Human Society and Loaves & Fishes Community Services.
Matt Shore joined StevenDouglas in 2006, playing an integral role in the company’s significant growth with a focus on maintaining the company’s great culture and boutique approach. Under Matt’s leadership, StevenDouglas has garnered various honors, most notably achieving five consecutive years of Inc. Magazine’s Fastest Growing Private Companies.
Matt continues to be an industry leader in the area of senior-level financial search, managing the firm’s highly-successful CFO search practice. He has a strong reputation for delivering exceptional talent, and his broad-based experience in business enables him to collaborate with his clients in all phases of the corporate lifecycle. Matt has a track record of successfully partnering with growing enterprises and private equity firms, building deep-rooted relationships with companies and corporate leaders throughout Florida and around the country.
Prior to joining StevenDouglas, Matt spent 10 years in progressive leadership roles for a national recruiting firm working in the Professional Services division. Matt received his Bachelors of Science in Accounting and Masters of Accounting degree from the University of Florida, and initially was a Florida CPA that worked in the Audit practice at PriceWaterhouseCoopers.
An active community member, Matt currently serves on the Board of YPO of Palm Beach and is a former Board Chair for United Way of Broward County. In addition, he has made a significant impact on many civic organizations including the Jason Taylor Foundation, LifeNet4Families and Cystic Fibrosis.
In 1984, Mr. Sadaka started StevenDouglas in Miami after gaining experience in Public Accounting, and seeing a need for highly qualified talent in the region. Since then, the firm has grown to into one of the largest boutique executive search and interim resources firms in the country, with multiple offices across the U.S. as well as a presence in Latin America and Canada.
As well as founding the firm, Steve Sadaka runs the Financial Services practice which focuses on Wealth Management, Single-Family & Multi-Family offices, commercial banking and hedge funds.
As CEO, his commitment to his staff is that they look forward to coming to work every day and make more money than they have ever made. This has produced a culture that is supportive and encouraging and has resulted in one of the highest average employee tenures in the industry.
Mr. Sadaka is on the board of the Jason Taylor Foundation, former board member of Kids in Distress, contributes annually to Make-A-Wish and Broward Partnership for the Homeless as well as a major donor to his religious organization.
Steve and his wife have endowed a lifetime scholarship fund for his Alma Mater, the University of Florida, where he graduated with a degree in Accounting. Steve began his career in the Audit practice of PriceWaterhouseCoopers and is currently a non-practicing CPA.
Wealth Management Search
With over 20 years of wealth management and private client investment and service experience, Mr. McGahey has utilized his invaluable experience and expertise in international sales, commodity, index and currency trading firms to conduct extraordinarily effective searches for senior level financial and wealth management clients and candidates across the United States.
He and his group work closely with prestigious clients such as Bessemer Trust, Bernstein Global Wealth Management and BNY Mellon Wealth Management. These firms, among others, have come to rely on Michael to successfully attract the highest quality investment and wealth management professionals.
Prior to joining StevenDouglas, Michael was the Vice President and COO of the GLM Group of Companies, Inc. Michael was born in Toronto, Canada and has resided in the U.S. since 1993.
Wealth Management Search
Mr. Bartick has used his valuable experience in both financial sales and the search arena to conduct highly effective searches for senior level financial service professionals in both the public and private sectors.
Jon has developed strong relationships with clients, forging partnerships that enable him to successfully secure them top caliber candidates. As a result of Jon’s reputation for taking great care of his clients and always serving their best interests, the majority of his business comes from repeat customers and referrals. On the candidate side, “A” players trust Jon to represent them for discussions about various opportunities due to his specialized knowledge of the business.
A few of the clients Jon has assisted include: Bessemer Trust, Bernstein Global Wealth Management, BNY Mellon Wealth Management among many other premier boutique firms.
Prior to joining StevenDouglas, Jon was a senior account executive in financial sales and in regional sales management for a major food distributor. He received his Bachelor of Arts degree from Indiana University.
Jaime B. Milner
Jaime joined StevenDouglas in June of 2012. She is responsible for supporting various facets of the search process including company identification, name generation, candidate assessment and candidate development. Jaime spent seven years at StevenDouglas focusing primarily in the Wealth Management Industry. In September of 2019 she joined our Sales, Marketing, and Operations team. She generally works on retained searches aimed at delivering mid management to executive level talent to various organizations including small to Fortune 500 companies.
Throughout the years Jaime has been involved in various local charitable organizations including the Joe DiMaggio Children’s Hospital Foundation and The United Way.
Elizabeth has more than 15 years in executive search and has been with StevenDouglas since 2002. In her current role as Executive Vice President – Finance and Accounting Search, she oversees the Finance and Accounting recruiting teams and shares her knowledge and enthusiasm with new recruiters throughout the company. Her practice is focused on providing executive search services in the financial arena for mid-market to Fortune 500 companies. The scope of her services includes accounting, financial reporting, finance, treasury, tax and audit searches from mid-level management to C-level executives.
Before joining StevenDouglas, Elizabeth managed two branch offices of an international search firm for four years. Prior to entering the search industry, she worked for Morgan Stanley for seven years in the areas of corporate tax, investment banking and corporate accounting.
Elizabeth is currently active with a number of non-profit organizations. Most notably, she has helped raise over $1 million over the last three years for Joe DiMaggio Children’s Hospital as chair of the Diamond Angel’s Gala, their largest annual fund raiser. Additionally, she serves on the board of the South Florida Business Forum and stays active with the Broward Partnership for the Homeless, Women’s Executive Leadership (WEL) and the United Way Women’s Leadership Program.
In 2013, Elizabeth was honored by the South Florida Business Journal as one of South Florida’s top 25 Most Influential Business Women who have provided remarkable service to their communities, as well as their employers.
Elizabeth earned a Bachelor of Science degree in Accounting from Fairleigh Dickinson University and her MBA from Fordham University. When not in the office, Elizabeth likes to spend time with her family including her husband, two children and their two dogs.
Having spent the majority of his career in professional services, Mr. Hafetz has built a strong reputation for his uncompromising client service orientation. His long-lasting business relationships, coupled with his Big 4 background and knowledge of project-based professional services gives him the credibility that has enabled him to recruit top-tier talent to join the StevenDouglas team.
Prior to joining StevenDouglas, Dan spent 10 years in progressive accounting, human resources and recruiting positions. Most recently he was a Client Services Director, responsible for building the South Florida office of a global project-based professional services firm. His role encompassed management of the associate base, service to existing clients, proactive recruitment of accomplished professionals and management of project resource allocation.
Dan’s career started in public accounting with the Philadelphia office of Coopers & Lybrand, where he supervised financial and operational audits in a variety of industries. He received both his Bachelors of Science and Masters degrees in Accounting from the Pennsylvania State University.
Finance & Accounting Search
Kerin Mickenberg has spent more than 20 years in professional recruiting as a Corporate Recruiter and as an Executive Search Consultant for a national search firm where she was recognized consistently as a top producer in the country. Kerin’s ability to find and identify valuable talent through deep market penetration has allowed her to provide a level of excellence that clients can rely on. Her reputation for honesty and integrity has become an invaluable asset to her clients and candidates.
Kerin returned to StevenDouglas after spending 8 years as part of the Talent Management team in a Fortune 100 company where she has supported Corporate Accounting, Finance, Tax and Audit with professional staffing needs. She has actively participated in company sponsored college campus events leading discussions on techniques for job seekers in career path mapping and interviewing. Kerin is recognized as an AIRS Professional Recruiter and holds a certificate in Advanced Internet Recruiting. She is an active member of the National Association for Female Executives and has been involved in corporate diversity recruiting initiatives for the last couple of years.
Kerin is a graduate of the University of North Carolina – Chapel Hill. She is a dedicated volunteer for the American Cancer Society and the Susan G Komen Foundation.
Sales, Marketing & Operations Search
Ms. Rabinowitz has been an executive search professional since 1998. A CPA by background, Dana is an organizational expert who is adept at research and digging for details that become obvious for her but are hidden from most. She is focused on providing clients with top talent. Deep in scope, her searches extend from executive management to key individual performers. Her client base is broad as well from start-up companies and middle-market growth clients to major corporations.
Prior to joining StevenDouglas, Dana managed branch offices for a Fortune 500 recruiting firm and then a boutique search firm. Prior to search, she began her career in public accounting with Coopers & Lybrand and also held various accounting roles – from financial analyst to controller – in private industry.
Dana is a CPA, graduating with her Bachelor of Science degree in Accounting from Barry University, and earning her Master’s Degree in Taxation from Florida Atlantic University.
Over the years, Dana has been actively involved in the American Society of Women CPAs, the South Florida Healthcare Human Resources Association, Joe DiMaggio Children’s Hospital Foundation and several other professional organizations.
Finance & Accounting Search
Mr. Synkowicz has been in the recruiting industry since 1999, with a focus on finance and accounting search in the South Florida region. His practice spans from staff-level accounting and finance professionals to controllers and CFOs across all industries.
Prior to joining StevenDouglas, Alan worked for 10 years as a Sr. Recruiting Manager for a Fortune 500 recruiting firm. Before entering executive search, Alan worked in Corporate Accounting for 3 large publicly-traded corporations in the Manufacturing/Distribution, Construction, and Hospitality industries. Alan graduated from University of Florida’s Fisher School of Accounting with his B.S. in Accounting.
Alan is currently on the Board of Directors of the National Football Foundation and College Hall of Fame, Brian Piccolo Chapter. Additionally, Alan has been a very active public speaker for the AICPA, FICPA, FAU (Accounting Students Association), Northwood University (Accounting Student Association), ASWA, and IMA. He has sat on the Advisory Board of both Northwood University and Palm Beach Community College’s Accounting and Business programs, and he regularly volunteers with the Broward Partnership for the Homeless and the Frankie Foundation (a NFP that is committed to providing Automatic External Defibrillator’s (AED’s) in parks and athletic fields throughout South Florida).
Finance & Accounting Search
Leigh Flanders-Cassett joined the Finance & Accounting Search Division of StevenDouglas in the beginning of 2012. She joined us from PricewaterhouseCoopers (PwC) in Miami, and is a licensed CPA in the State of Florida. As she is a Big 4 alumni, her primary focus is recruiting candidates in public accounting as she can easily relate to, and assist, those looking to make a transition into the private sector. She also assists those with public-private and financial planning & analysis backgrounds find their next opportunity in the ever-changing job market. Leigh’s enthusiasm and understanding nature contribute to her keen identification of both candidate and client needs, and her familiarity with the accounting field helps her to easily match skill-sets with positions.
Leigh graduated Suma Cum Laude with a Masters of Accounting from the University of Florida. In addition, she has been actively involved in various charitable organizations including the United Way’s Reading Pals and Camillus House.
Mr. Smith has been an executive search professional since 1998, with specialization in financial search. His practice has been primarily focused on South Florida and he has had a particular specialty in the emerging to mid-size company sector. He has built a reputation for helping growth companies identify talent to get to the next level.
Prior to joining StevenDouglas, Paul worked for 6 years as a Sr. Recruiting Manager for a Fortune 500 recruiting firm and also spent a couple of years in a corporate recruiting role with a large local CPA firm. Over his 12 years in the recruiting industry, Paul has built long-lasting relationships with clients and candidates alike who appreciate his high ethical standards and superior customer service skills.
Paul graduated from Florida Atlantic University with a BA in Management and has his MBA from Nova Southeastern University. Paul currently volunteers with Share-A-Pet Organization, Inc and Cooperative Feeding LifeNet4 Families.
Mr. Kalisher, who manages StevenDouglas' corporate Information Technology Search practice, has an impressive track record of successfully completing search assignments with many of the mid-market and Fortune 500 companies in South Florida, as well as with his national accounts.
Steve began his career in executive search in 1982 in New York City where he placed IT professionals with Fortune 500 clients, including Wall Street companies such as J.P. Morgan and Chase Manhattan Bank. In 1987, Steve founded Galaxy Management Group, a New York-based executive search firm specializing in corporate IT search for the greater New York-area marketplace.
In 1992, Steve moved to South Florida to join StevenDouglas and help build the firm’s corporate information technology practice. His extensive experience in information technology search has enabled him to successfully complete key search assignments for such positions as CIO/CTO, director, middle management, system analysts, programmer analysts, and engineer level positions.
Steve earned his Bachelor of Arts degree from the City University of New York, Queens College in 1980.
Kari Benson has spent more than 13 years building long-term client relationships and as a result has been highly successful in the areas of business development, recruiting, and executive search. Her expert ability to source and assess talent has enabled Kari to provide clients with the resources they need to successfully carry out key internal initiatives that produce a clear bottom-line impact.
As a member of the StevenDouglas Project Resources Division, Kari focuses primarily on providing experienced project professionals that assist clients in the areas of finance and accounting, audit and compliance, human resources, and information technology. Kari serves both public and private companies effectively by utilizing her broad-based business experience to properly assess a client’s needs and bring them the appropriate resources to meet their objectives.
Before joining StevenDouglas, Kari held various progressive management roles with a Fortune 500 recruiting firm. During her tenure she was the recipient of numerous awards in which she was recognized for both performance and excellence. As Managing Director for the Miami locations, she was among the top 10% nationwide in an organization with over 10,000 employees.
Kari earned her Bachelor of Science degree in Business Administration and Information Management from the University of North Dakota. Throughout her career, Kari has been active in Broward Partnership for the Homeless, Inc. and Susan G.Komen Fight for the Cure. She is also one of the founders of the first kickball league in Miami. Her hobbies include freelance photography which has earned her five 1st place awards from the Florida Press Association.