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.
"I have worked with the Conley Search Group for over twenty years. Kevin has recruited both our investment team members, including my successor as Managing Partner, as well as C-Level executives for our portfolio companies. Kevin is extremely knowledgeable, responsive, and I respect and trust his advice and counsel. We may not always agree, but I know that I am getting honest and direct answers." Founder and Managing Partner, Middle Market Private Equity firm
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