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 Developers
- Portfolio Managers
- Chief Investment Officers
- Senior Client Service Officer
- Compliance Officers
- Finance and Accounting
- Information Technology
Since founding StevenDouglas in 1984, Mr. Sadaka has built the firm into one of the largest boutique search and project resources firms in the country.
With eight offices nationally, StevenDouglas focuses in the areas of Finance & Accounting, Information Technology, Financial Services, Human Resources, Sales, Marketing & Operations and Health Services, delivering top talent on a permanent or project basis.
Mr. Sadaka is involved with numerous charities in South Florida. He was on the board of Kids in Distress for 7 years. He leads the initiative and has raised over $1,000,000 over the last few years for the Jason Taylor Foundation Reading Room. He is a contributor to the Broward Partnership for the Homeless and a major donor to his religious organization, and he and his wife have endowed a lifetime scholarship for the University of Florida.
A graduate of the University of Florida with a degree in Accounting, Steve began his career in the audit practice of PricewaterhouseCoopers in Miami. He is 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.
Financial Services Search
Chris brings over 10 years in executive search and twenty years in commercial real estate, corporate finance, operations and general management to StevenDouglas.
Prior to StevenDouglas, Chris was a Principal in a top 20 retained search firm, then founded a boutique executive search firm, where he provided banking/finance company clients with retained search in the areas of Wealth Management & Private Banking, Wholesale Banking & Lending, Credit & Risk, Capital Markets, Marketing/Originations, Finance & Accounting/Operations and Community Development Finance.
Before transitioning to executive search, Chris was Senior Vice President of Ocwen Financial Corporation, a multi-billion dollar, publicly traded financial services holding company. He was a co-founder of the company’s commercial real estate finance division, where he was instrumental in taking a start-up from 3 to 125 employees and a net income of $55 million within five years. At Ocwen, his responsibilities included loan acquisitions, servicing, asset management, Commercial Mortgage Backed Securities (CMBS) issue/management, and real estate management and dispositions. Through his efforts and leadership, Mr. Bezick’s division not only became the nation’s largest purchaser of distressed real estate mortgage assets, but was also rated by all agencies as Special Servicer for CMBS transactions. His division received the highest Special Servicer rating awarded by Standard & Poor’s.
Earlier in his career, Mr. Bezick was a real estate asset manager at Jones Lang Lasalle (LaSalle Partners), a financial analyst at Kraft and an officer in the US Army, where he was the logistics officer for a rapid deployment force brigade. Mr. Bezick holds an MBA in finance and marketing from Northwestern University’s J.L. Kellogg Graduate School of Management and a BS in Engineering, with a concentration in Aerospace Engineering from the United States Military Academy, West Point.
Financial Services Search
Julie Zorn leads our Chicago office 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.
Jaime B. Milner
Wealth Management Search
Jaime joined StevenDouglas as a Project Manager 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. Focusing primarily in the Wealth Management Industry, she generally works on retained searches aimed at finding Executive level candidates in Business Development, Portfolio Management, Trust Officers, Chief Investment Officers, Presidents of local offices as well as CEO’s of firms. Long standing clients include Bessemer Trust, BNY Mellon Wealth Management, and Neuberger Berman. Jaime also manages several projects within the company involving social media and marketing.
Throughout the years Jaime has been involved in various local charitable organizations including Family Central, SOS Children’s Village, and the City of Margate’s Shop with a Cop program.
Wealth Management Search
Having spent the majority of his career in recruitment, Mr. Duncan has built a reputation for building strong relationships with his clients. His long-lasting business relationships, coupled with his knowledge of the Wealth Management industry gives him the credibility that has enabled him to recruit top-tier talent for his clients.
Prior to joining StevenDouglas, Jon spent 10 years in with Aureus Financial doing recruitment in the areas of Accounting, Human Resources, Executive Search and Wealth Management. Most recently he was in charge of Wealth Management, responsible for assisting clients in the acquisition of RIAs and IBDs as well as recruitment of advisors across the country. As a player coach his role included management of the team as well as leading the recruitment or acquisition process.
Jon’s career started has always been in sales and he possesses experience in the areas of Foreign Currency, Insurance and Wealth Management.
Wealth Management Search
Mr. Lillie brings a strong business development and successful national search background to StevenDouglas. Mitch has developed strong relationships with some national leaders in the independent financial services industry. He focuses on retained searches working with Registered Investment Advisory firms or Independent Broker Dealer firms that are looking to grow via mergers or acquisitions. Prior to joining StevenDouglas, Mitch was an executive recruiter where he was responsible for national recruiting and development. As a member of the executive team, Mitch helped launch the merger and acquisition initiative, focusing on purchasing books of business or transitioning advisors. Mitch currently resides in Omaha, NE and earned his Bachelor of Arts from Briar Cliff University in Iowa.
Jon Bolton leads the New York office by providing clients access to talent in the areas of Finance & Accounting and Information Technology. Since joining the search industry in 1999, Jon has provided recruiting and client service support to sophisticated clients throughout the country.
Prior to joining StevenDouglas, Jon was National Director in a global recruiting firm for 10 years. While in this role, he ran the firm’s Investment banking vertical and grew the practice to over $40 million in revenue. Over the years, Jon has built a reputation for his sense of urgency and his ability to assemble and rapidly deploy highly specialized resources for critical projects with world class companies. His consistency and professionalism has allowed him to build a tremendously loyal associate and client base.
Jon earned his Bachelor of Science degree from Rutgers University and an MBA in Finance from Baruch College. Throughout his career, he has been a strong supporter of the Special Olympics and is an involved member of FAAN (Food & Allergy Network).
Chad Norris has been in the search and interim resources industry since 2010. His ability to evaluate both client and candidate needs, via a consultative approach, provides a more in-depth targeted search with a consistently successful outcome.
Prior to joining StevenDouglas, Chad was an Account Manager in a technology recruiting firm. While in this role, Chad deployed highly specialized resources in the Financial, Media, and Insurance verticals. Over the years, Chad has built a reputation of consistently providing resources who deliver value to our clients.
Chad earned a Bachelor of Arts degree in Mass Media from the University of Delaware. Throughout his career, he has been a strong supporter of the Boys and Girls Club.
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.
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.
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
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.
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.
Jessica joined StevenDouglas as a Recruiting Coordinator in 2013. She supports both the Project Resources and Search divisions, finding technology resources for financial services organizations and senior level information technology talent for executive searches. Her determination to provide exceptional service to our clients and ability to gain access to great candidates, gives her a competitive edge in the marketplace. Since starting at StevenDouglas, Jessica has expanded her network and built strong relationships both on corporate and client levels.
Jessica earned her Bachelor of Arts from Mount Saint Mary College. Her philanthropy work includes participation in neighborhood outreach programs and contributions to MSMC Supports the 343, a Scholarship Fundraiser.
Lauren Maher is a Senior Recruiter in the New York office of StevenDouglas.
She began her recruiting career with Cisco Certified Partner where she recruited for internal positions as well as government contracts on a project basis. Lauren then moved on to work for a boutique technology staffing firm where she received her training and developed her unique recruiting abilities. Lauren has a mix of corporate recruiting as well as agency recruiting experience which really helps her understand the full cycle hiring process.
Lauren specializes in the recruitment of high-demand skill sets such as Software Developers, Project Managers, Business Analysts, Infrastructure Engineers, Full-Stack Developers, Managers and Directors. She has successfully placed individuals in small, medium-sized and Fortune 500 companies throughout the country. She offers a transparent and consultative approach and acts as a trusted career counselor to candidates.
Lauren earned her Bachelor’s Degree from Frostburg State University in Psychology and enjoys snowboarding, working out and being outdoors in her free time.
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.