Assignments
Current Retained Search Projects
- Experienced Financial Planner for a $4 billion RIA in New Jersey
- Team Leader/Relationship Manager for a $35 billion Trust Company in San Francisco
- Portfolio Manager for a $35 billion Trust Company in San Francisco
- Pure Sales Professional for a $35 billion Trust Company in San Francisco
- Experienced Ultra High Net Worth Relationship Manager/Sales professional for a $35 billion Client Group of Major Mutual Fund Family in Atlanta, GA and New York, NY
- CIO for Regional Bank in Boston
- National Sales Manager for an International Trust Company
- Chief Compliance Officer for a Trust Company
Current Management Consulting
- Consulting for a $6.5BN RIA on a modified incentive plan
- Consulting for a $1.5 BN RIA on a modified incentive plan
Current Mergers & Acquisitions
- Consulting ETHIC on the acquisition of a New England RIA
- Consulting Wall Street Access on the acquisition of an RIA
- Consulting CM Wealth Advisors LLC on Northern Ohio RIA acquisitions
Past Assignments
Recently Completed Searches
- CEO’s/Regional Managers, Line of Business Managers: 38 nationally
- Sales/Relationship Management: 218 professionals nationally
- Trust Officers: 47
- Portfolio Managers/CIO’s: 19
- Team Lift-outs with portable assets: 18
- COO’s: 16
- Analysts/Client Relationship Specialists: 22
- Estate Planning Attorneys: 12
- Miscellaneous: 32
Past Management Consulting
- Market survey on compensation, tenure, and production for Non-profit based Investment Management Firm
- Market survey on current trends relating to non-organic and organic acquisition of assets
- Development of Private Banking compensation plan for a major Regional Bank
Past Mergers & Acquisitions
- Consulted Lydian Wealth Management on the purchase of Windermere Investment Associates
- Consulted United Capital Financial Partners on the purchase of PWC’s Wealth Management division
- Consulted United Capital Financial Partners on the purchase of Hotchkiss Associates
- Consulted ICC Capital Management on its purchase of Valley Forge Capital Advisors, Inc.
- Consulted First Commonwealth Bank on the sale of First Commonwealth Financial Advisors to Cantor Fitzgerald Wealth Partners
- Consulted Fragasso Financial Advisors on Mid-Atlantic RIA acquisition targets
Contact Knightsbridge Advisors to start your executive search, consulting, or M&A project.