Successful Completion of Funds Treasurer Search

BOSTON – Executive search firm Charles Sterling Group, LLC is pleased to announce the successful placement of a Fund Treasurer for one of their largest asset management clients. The Fund Treasurer will be based out of the client’s Boston office. The search was completed by Charles Sterling Group’s Managing Partner Brian Porter, who is based out of Boston.

The new Treasurer represents a significant hire for the executive management team of the Funds and will be highly visible within the company. It will require working cross-functionally with all levels of senior management and serving as the Funds’ Principal Financial Officer. In this new role, Charles Sterling Group’s placement will serve as a key liaison for the Funds’ Board of Trustees and will be a member of high profile fund committees including Valuation and Audit Committees.

“Our client’s growth and continued product development have created the need to enhance their operational capabilities, and the addition of this proven industry leader will help position them for continued success. We are very pleased with the outcome of this search process and excited that our client has further strengthened its leadership team,” said Brian Porter, Charles Sterling Group’s Managing Partner.

The selected candidate has a strong background in accounting and was formerly Treasurer/CFO for the Funds of a competing global investment manager. This new role as Fund Treasurer offers the opportunity to redesign and build a team within the organization’s Treasury Oversight group and help the company keep pace with today’s regulatory environment.

About Charles Sterling Group, LLC

Charles Sterling Group is a retained executive search firm specializing exclusively on the financial services industry. Our firm is a trusted advisor to executives in many of the world’s leading financial institutions. The partners and practice leaders of our firm are subject matter experts who recruit within specific functional areas found throughout the asset management, banking, wealth management, and insurance market sectors.

We play a key role in positioning companies for success by equipping their leadership teams with real-time market intelligence and delivering exceptional talent on every assignment.