Sales, Marketing & Investor Relations
Gathering and retaining assets is the life blood of every investment firm and our placements have successfully worked with the full range of investor segments including, Public Funds, Corporate Pensions, Endowments & Foundations, Family Offices, Private Banks, Sovereign Wealth Funds, Broker Dealer Networks and Investment Consultants.
Operations & Administration
Within the Operations & Administration segment, our successful placements have included “C” Suite executives such as Chief Operating Officers and Chief Financial Officers, plus senior executives in fund accounting, tax and compliance.
Portfolio Management & Investment Analysis
We have the in depth knowledge to recruit and assess candidates across a wide spectrum of traditional and alternative investment strategies. Our placements have ranged from analysts to Chief Investment Officers at both small independent firms and at global institutions.
All of our search work is executive retained search work and candidates will never be expected to pay a fee. Hiring authority/employers will pay a flat retainer and percentage of first year compensation.
Our Founder & Managing Partner Brian Peters has over two decades in executive search. Prior to executive search, Mr. Peters served as a wealth management professional at Merrill Lynch serving ultra-high net worth clients on the East Coast.
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