Financial Services

People collaborating on a laptop with notes and coffee.

Financial Services

We have specialized in the Financial Services industry for over 25 years representing buy-side, sell-side, alternative managers, banks, credit card companies, fintech, and insurance companies. We gravitate towards new products and new markets because our value-added approach to talent management and selection is most helpful to managers navigating through these new markets. Our extensive experience provides the credibility necessary to convince a 20-year veteran to leave the one firm they have worked for their entire career.

Past Searches

Private Equity Fund, MA ($500M AUM)

  • General Partner

Private Equity Fund, MA & NY ($5B AUM)

  • General Partner
  • Controller
  • Senior Associate

Private Equity Fund, NY ($1B AUM)

  • General Partner
  • Director
  • Senior Associate

Private Equity Fund, MA ($1B AUM)

  • Chief Financial Officer

Private Equity Fund, IL ($10B AUM)

  • Chief Financial Officer
  • Controller

Global Private Equity Fund, NY ($25B AUM)

  • Partner and CFO
  • Director
  • Vice President

Boutique Investment Bank, MA

  • Partner, M&A

Venture Fund, MA ($150M AUM)

  • Co-Founder & Managing General Partners (2) General Partner

Venture Fund, MA ($300M AUM)

  • General Partner

Venture Capital Fund, MA ($2.5B AUM)

  • Vice President
  • Finance Director – Family Office

Leading Credit Card Company, DC

  • Head of Strategy
  • Head of Business Development
  • Chief Information Officer

Global Asset Manager, MA ($1.5T AUM)

  • Group Chief Investment Officer
    Managing Director of Research
    Managing Director of Research #2

Global Institutional Asset Manager, MA ($162B AUM)

  • Chief Investment Officer
  • Institutional Portfolio Manager

Global Asset Manager, MA ($52B AUM)

  • Chief Investment Officer
  • Senior Portfolio Manager, Emerging Market Equities
  • Portfolio Manger, International Equities
  • Senior Product Specialist, Global & Emerging Markets
  • US Head, Quantitative Research, Fixed Income
  • Global Head of Corporate Credit Research
  • Portfolio Manager, CLO
  • Portfolio Manager, High Yield
  • Portfolio Manager, Global Credit
  • Senior Credit Analyst
  • Credit Analyst
  • Compliance Officer
  • Head, Private Client Sales
  • Trader, Fixed Income
  • Director, Institutional Sales

Multi-Strategy Investment Manager, MA ($4B) 

  • Chief Operating Officer and Chief Financial Officer

Fixed Income Hedge Fund, MA ($6.3B AUM)

  • Director of Risk Management
  • Director, Investor Relations

Global Asset Manager, MA ($370B AUM)

  • Chief Investment Officer, Domestic Equity
  • Chief Investment Officer, Domestic Fixed Income
  • Director of Equity Research
  • Director of Fixed Income Research
  • Managing Director, Quantitative Strategies
  • Director, Quantitative Strategies
  • Equity Analysts (5)
  • Credit Analysts (2)

Alternative Investment Manager, TX ($500M AUM)

  • General Counsel