Investment Management

Acquiring Investment Professionals Requires a High Touch Service

Asset managers, banks, insurance companies, family offices, private equity firms, hedge funds, consultants, pension funds, endowments and foundations all compete for a finite pool of exceptional investment talent. Acquiring an investment professional with the intellectual capacity to elevate a firm’s products and services offering is a complicated and nuanced process. The challenge is to identify and acquire individuals with the intellectual prowess to lift an organization complimented by a value system that is in alignment with the culture of a firm and their clients.

The senior members of our asset management team have built long-standing relationships with industry executives across the entire investment spectrum. We provide our clients with impactful advocacy in their pursuit of the best talent in equity, fixed income, alternatives, ETF’s, product management and research. We help our clients successfully navigate the offer, buy-out, and on-boarding process with a goal of ensuring both a cultural fit, and a smooth transition process.

Functional Areas of Expertise:

  • Chief Investment Officer
  • Strategist
  • Portfolio Management: Active/Passive, Fundamental/Macro, Domestic/International/Global, Equity/Fixed Income/Alts
  • Director of Research: Sector Specialists, Industry Specialists
  • Head of Strategy/Asset Allocation/Solutions

Successful Engagements

Portfolio Manager – Large Cap Value, Distinguished global investment firm

Chief Investment Officer, A leader in the insurance and reinsurance industry

Vice President, Insights & Connections, Family office division of large financial services firm

Investment Director, Leading privately owned investment manager

Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector

Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States

Senior Relationship Manager, Large global macro hedge fund

Market Research – High Yield Muni, One of the largest and most reputable investment management firms in the country

Wealth Manager, Financial investment advisory firm