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
- 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
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
Market Research – High Yield Muni, One of the largest and most reputable investment management firms in the country
Chief Investment Officer, A leader in the insurance and reinsurance industry
Wealth Manager, Financial investment advisory firm
Investment Director, Leading privately owned investment manager
Insurance Asset Management Market Research Project, Leading global investment management firm
Vice President, Insights & Connections, Family office division of large financial services firm
Senior Wealth Manager, U.S. financial investment advisory firm