Wealth Management

Wealth Management

The wealth management sector has never been more competitive than it is today and high net worth clientele have a myriad of firms to choose from to manage their assets. In most situations, deciding on a firm will come down to a combination of relationships, performance and service levels. For firms to be competitive, it always comes down to hiring the best people in the industry. With an average of over 15 years of specialized recruiting experience, our Private Wealth search consultants understand what our clients truly value and recognize that identifying and delivering the right candidates can impact their ability to achieve sustainable growth.

Our experts truly know how to inspire highly sought after market leaders, asset gatherers, operations leadership, financial advisors, portfolio managers, accounting, information technology and compliance professionals to join clients’ teams. Equally impressive is our RIA and IBD Practice acquisition and succession planning team. If your firm is looking to proactively identify, evaluate and ultimately acquire top quality practices or if your firm is looking for the right buyer, StevenDouglas can deliver what you need.

Areas of Specialization:

  • Private Wealth Management
  • Single & Multi Family Offices
  • Executive Leadership
  • Sales Managers
  • Business Developer​s
  • Portfolio Managers
  • Chief Investment Officers
  • Senior Client Service Officer
  • Compliance Officers
  • Finance and Accounting
  • Information Technology
Meet the Team

Private Wealth Services

StevenDouglas Private Wealth Services is a highly-specialized national practice within Wealth Management that focuses on Client Service, Relationship Management, Financial Planning, Investment Operations, Portfolio Management and Succession Planning Strategies, including Next-Gen Advisory positions.

The team is comprised of former Financial Advisors and Capital Markets professionals that have first-hand experience and understand the unique needs of the Private Wealth Management industry. Their consultative approach, research-driven process and extensive industry experience has led to long-term relationships with some of the most highly-sought-after candidates and top Registered Investment Advisors, Multifamily offices, Platforms and Aggregators in the country.

With the addition of these types of services to the Wealth Management division, StevenDouglas is able to completely address the full scope of needs of the Private Wealth Management industry.

Areas of Specialization:

  • Client Service
  • Relationship Managers
  • Financial Planners
  • Investment Operations
  • Portfolio Management
  • Succession Planning
  • Next-Gen Advisors
Meet the Team

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