• Office: 203-698-4300
  • Cell: 203-252-1321


We specialize in positions in the Wealth Management and Private Wealth Management sectors (Client-facing and Client-finding primarily).

Please contact us confidentially if you would have an interest in speaking about a career change into or within the Wealth Management business.

Additionally, we do career counseling and career consulting on a contractual basis and would be happy to provide references.

We are also actively recruiting on behalf of clients in the following cities:

  • Portland OR
  • San Francisco Bay Area
  • Los Angeles
  • San Diego
  • Chicago
  • Atlanta
  • South Florida
  • Washington D.C
  • New York
  • Boston
  • Denver
  • Phoenix


We have placed people into new career opportunities at various private family offices/RIAs and also the following firms: