Charles Sterling Group has worked across the infrastructure of the world's leading financial institutions for many years. Our track record reflects our team's collective industry knowledge and diverse capabilities. Charles Sterling Group values the relationships that we have developed with our clients and we are proud to have partnered with companies that share in our vision of search. We look forward to continued success with our clients on all future engagements.
Sales / Distribution / Relationship Management
- Head of US Distribution, Insurance Asset Management, a global leader in institutional asset management
- Head of North American RIA Practice Management, one of the world’s leading asset management firms
- Head of US Public Funds Sales, a premier world-wide institutional asset management firm
- Managing Director, Head of Asset Management Sales, a leading institutional and retail asset manager with $1+ trillion AUM
- Managing Director, Index Relationship Manager, one of the largest ETF providers in the world
- Managing Director, Consultant Relations, an independent, multi-product investment adviser
- Managing Director, West Coast Consultant Relations, a professional investment management firm
- Senior Vice President, Relationship Manager, a privately-held global financial services firm providing investor services, investment & wealth management, and banking & advisory services
- Vice President, Institutional Marketing Strategist, a leading investment bank’s asset management division with $700+ billion AUM
- Vice President, Business Development – Asset Management, a leading asset manager for institutions, individuals and financial intermediaries
- Vice President, Business Development – Insurance Channel, a leading institutional and retail asset manager with $1+ trillion AUM
- Third Party Alternative Investment Director, one of the world’s leading asset management firms
- Associate Director, Alternatives Relationship Manager, a leading asset manager for institutions, individuals and financial intermediaries
- Senior Relationship Managers, Consultant Relations, & Financial Institutions, & Sub-Advisory, a leading investment bank’s asset management division with $700+ billion AUM
- Team Leader, Institutional Relationship Management, a tier-one investment bank’s asset management division
- Regional Institutional Sales, a global leader in institutional asset management
Operations
- Global Head of Trust Operations, a leading multinational banking corporation
- Head of Trading Operations, the institutional trading arm of a leading investment management firm
- Head of Fund Administration, a global asset management firm
- Head of Performance & Attribution, a global leader in institutional asset management
- Regional CEO, Fund Operations, a leading asset manager for institutions, individuals and financial intermediaries
- Senior Vice President, Institutional Fund Accounting, one of the world’s most diversified financial services companies with over $3 trillion AUM
- Director of Hedge Fund Administration, a leading global hedge fund with over $10 billion AUM
- Vice President of Tax – 40ACT Funds, one of the largest investment banks in the United States
- Manager Trading Operations, one of the world’s largest hedge funds ($40 billion AUM)
- Manager of Hedge Fund Valuation, a leading global hedge fund with multiple billions in assets under management
- Manager of Hedge Fund Administration, a trusted investment advisor and asset manager
Investment / Product
- Managing Director, Global Head of Insurance Portfolio Management, the asset management arm of a Fortune 100 investment bank
- Senior Insurance Client Portfolio Manager, a leading investment bank’s asset management division with $700+ billion AUM
- Investment Product Manager, a leading provider of financial services and insurance products
- Municipal Client Portfolio Manager, one of the world’s leading asset management firms
- Fixed Income Client Portfolio Manager, the asset management arm of a Fortune 100 investment bank
- Investment Product Specialist, a global asset manager
- Senior Asset Allocation Specialist, a leading investment bank’s asset management division with $700+ billion AUM
- Hedge Fund Due Diligence, a premier provider of investment advisory and management services
- Senior Investment Product Engineer, a global leader in institutional asset management
- Quantitative Analyst, a professional investment management firm
- Equity Analyst, a trusted investment advisor and asset manager
Risk Management
- Global Head of Counterparty Credit Risk, a Fortune 500 investment management and securities administration firm
- Global Head of Market Risk Management, the investment research and trading arm of a Fortune 500 investment management corporation
- Head, Global Fixed Income Product Management, the asset management arm of a Fortune 100 investment bank
- Head of Credit Risk, the private banking and wealth management division of a premier global investment firm
- Managing Director, Global Head of Provider Strategy, one of the largest ETF providers in the world
- Managing Director, Head of Operational Risk, one of the world's largest investment banks and trading houses
- Director of Operational Risk, an online brokerage firm
- Vice President, Global Manager Strategies – Risk Manager, the asset management arm of a preeminent investment bank
- Vice President, Counterparty Credit Risk, a Fortune 100 investment bank
- AIMS Senior Risk Manager, a leading investment bank’s asset management division with $700+ billion AUM
- Senior Corporate Credit Risk Manager, one of the world's largest and most prominent asset management firms
Audit / Compliance
- Head of Investment Management Audit, the world's largest mutual fund company
- Head of Audit Reporting, A Fortune 100 full-service global investment banking and securities firm
- Head of Brokerage Audit, one of the world’s most diversified financial services companies with over $3 trillion AUM
- Head of Regulatory Compliance, a trusted investment advisor and asset manager
- Senior Vice President, Capital Markets Audit, nation's leading financial institution
- Senior Vice President, Wealth and Investment Audit, one of the largest bank holding companies in the U.S.
- Senior Vice President, Compliance, one of the world’s most diversified financial services companies with over $3 trillion AUM
- Director of Treasury and Capital Management Audit, a leading international financial services company
- Director of Investment Management Audit , a leading asset manager for institutions, individuals and financial intermediaries
- Director of Audit, Core Businesses, an online brokerage firm
- Director of Brokerage Audit, a leading international financial services company
Finance / Accounting
- Chief Financial Officer, the venture capital arm of a leading diversified financial services firm.
- Head of Capital Markets Audit, a Fortune 100 investment bank
- Head of Insurance Investment Accounting, a leading investment bank’s asset management division with $700+ billion AUM
- Head of Treasury, the institutional trading arm of a leading investment management firm
- Head of Accounting Policy (Insurance), a preeminent global investment management firm.
- Head of International Financial Reporting Standards, a world leading property-casualty and general insurance firm
- Head of Statutory & Investments Reporting, an annuity and life insurance firm and subsidiary of a major investment bank
- Senior Vice President, Accounting Policy, the U.S.’s leading financial institution
- Senior Vice President, Finance, the world's leading insurance broker and risk adviser
- Senior Vice President, Accounting, one of the world’s most diversified financial services companies with over $3 trillion AUM
- Vice President of Accounting Policy, a diversified global financial services company
- Vice President, Bank Treasury, one of the world's largest investment banks and trading houses
- Director of Treasury, a leading global hedge fund with over $10 billion AUM
- Director of Transaction Review , a world leading property-casualty and general insurance firm
- Director of Financial Control, one of the world’s largest hedge funds
- Director of Accounting Policy, a provider of leading insurance and financial services products
- Director of Financial MIS, a global provider of property catastrophe and specialty reinsurance
- Controller, the private equity division of the world’s largest mutual fund company
- Controller, an energy-focused hedge fund
- Asset Management Controller, one of the world’s most diversified financial services companies with over $3 trillion AUM
