With an average of over 12 years of specialized recruiting experience, our Private Wealth and Institutional Portfolio Management 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, legal and operations leadership, financial advisors, portfolio managers 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 Developers
- Chief Investment Officers
- Portfolio Managers
- Senior Client Service Officers
Managing Director, Atlanta, Miami and San Francisco Senior Portfolio Manager Financial Advisor, Palm Beach, Miami and Washinton, D.C.
Managing Director, Los Angeles, Palm Beach (2) Business Developer, Palm Beach (2)
Regional Directors- Seattle, Greenwich, Washington D.C., Naples, Philadelphia, Miami Business Developers – New York, Atlanta, Los Angeles, San Francisco, Palm Beach Senior Client Account Manager – Naples, Los Angeles, Washington, D.C., Dallas
Senior Portfolio Manager – Miami Head of Human Resources – East Coast
Chief Investment Officer, Indianapolis Senior Client Relationship Advisor, Indianapolis Managing Director, Cincinnati
Managing Director of Sales – Georgia, Florida Private Banking Director – Southeast Region Business Developers – Miami, Newport Beach, Atlanta, New York, Pittsburgh, Philadelphia, West Palm Beach, Washington, D.C. Senior Portfolio Manager – Atlanta, West Palm Beach, Ft. Lauderdale
President – New York, Washington, Orlando Chief Investment Officer Sales Manager - Business Developers Business Developers –Palm Beach, New York, Washington D.C. Jacksonville, Greenwich Portfolio Managers – Atlanta, Charlotte, Tampa, Orlando, Palm Beach Gardens, New York, Sarasota
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
Regional Director and Sr. Wealth Advisor (3) Miami