Recently Completed Searches

• Senior Vice President, Senior Regional Manager, Wells Fargo

• Financial Planners (3), Key Private Bank

• Regional Senior Fiduciary Advisor, Pacific Northwest, Key Private Bank

• Investment Solutions Specialist (3), Key Private Bank

• Senior Vice President, NY: Rock & Co.

Current Searches

• Investment Solution Specialists in Portland, OR; Toledo, OH; Ann Arbor, MI: Regional Private Bank

• Regional Head of Private Bank: Regional Private Bank

• Producing Market Manager in Private Bank:  Regional Private Bank

• Wealth Advisors in New Jersey; New York; Nashville, TN; Atlanta, GA:

• Financial Advisor in New York

• Private Bankers in New Jersey; New York; Nashville, TN; Atlanta, GA

• Business Development Officer in New York:

• Senior Portfolio Manager in New York:

• Wealth Advisor:  Asset Management Company
• Senior Relationship Manager, Business Development Officer:  Multi-Family Office

Current Mergers and Acquisitions

• Identifying RIA’s throughout the United States for possible acquisition
• Purchase of Trust Company/Asset Management Company

Consulting Assignments

• Market survey on compensation, tenure, and production for Mutual Fund Wholesales. Commissioned by mutual fund firm.
• Efficiency survey of the sales/client service departments of a NJ based ultra- HNW advisory firm.
• Development of Private Banking compensation plan for a major Regional Bank