After 25 years of experience in executive recruitment within the financial services industry, Founder and President Jeffrey Bischoff has established an extensive network of contacts throughout the wealth management industry, coast to coast.
Jeff’s career in the financial services industry began in 1990 as a co-founder for a privately owned executive search business in lower Manhattan. After he and his brother, Warren, expanded the business, they sold it to Oppenheimer & Co., a Manhattan-based private research and brokerage boutique with over 600 advisors. As part of the acquisition, Jeff agreed to head up regional recruiting for OpCo and relocated to Chicago.
After successfully completing that initiative, Jeff transferred to Los Angeles where he oversaw OpCo’s west coast talent acquisition and new branch expansion programs. During his tenure with OpCo, Jeff and his brother assisted the firm in establishing and staffing new offices in St. Louis, San Francisco, Newport Beach and Boston. He was promoted to Sr VP and Limited Partner of Oppenheimer & Co. in 1993.
In 1999, Jeff joined Smith Barney in Los Angeles as Western Divisional Recruiting Officer, overseeing talent acquisition for 110 offices in 8 western states. In 2006, Jeff was promoted to National Recruiting Officer and relocated to Smith Barney’s New York City headquarters to focus on recruiting for Smith Barney’s Citi Family Office unit as well as their Citi Institutional Consulting unit. In Jeff’s eight years at Smith Barney he was directly credited with the hiring of 160 senior level Financial Advisors.
In March of 2007, Jeff was recruited to UBS as Head of Recruiting for their Private Wealth Management and Private Bank divisions. In September of 2008 Jeff spearheaded the successful recruitment of 37 senior Lehman advisors. In June 2009, Jeff founded Old Greenwich Consultants, a retained search firm in Connecticut. He has conducted extensive search and consulting projects for Goldman Sachs, Merrill Lynch PBIG, HighTower, First Republic Bank, Dynasty and a growing list of MFO’s and boutique RIAs.
In May of 2016 Jeff founded a consulting firm named riaCapitalSolutions as a complementary business to OGC. (riacapsol.com). He refers to this business as “a community of like-minded professionals”, all focused on helping high-end “grid paid” FAs become RIA business owners. Jeff is a co-founding board member of “The Friends of the Eric Sloane Museum” in Kent, CT. He graduated from Villanova University where he earned his Bachelor of Arts degree in English in 1985. He is a published children’s book author. (The Boy, The Farmer.)
To contact Jeff directly call +1 312 800 8660 or CLICK HERE.
Dana Lamb joined Old Greenwich Consultants as a Managing Director on April 1 of 2017. Dana has worked exclusively in Private Wealth Management recruiting for more than 15 years. He is an expert in strategy and deal analysis and has been involved in over $100M in trailing 12 months revenue over the last 2 years alone.
A proven negotiator and resource partner, Dana is highly skilled in all aspects of helping HNW and UHNW teams, in the strictest confidence, with their periodic reviews of the bulge bracket, boutique and independent/RIA opportunities in their markets.
Dana attended the Hotchkiss School in Lakeville CT where he was captain of an undefeated varsity tennis team. He graduated with Honors in 1984 and went on to attend Middlebury College where he played varsity tennis and received his Bachelor’s Degree with Dean's List recognition in 1989.
Dana started his investment career in 1993 at Bear Stearns where he earned his series 7 and 63 licenses. He comes from a long line of financial advisors. His father is still a Managing Director at a NYC based RIA at the age of 84.
Dana spent numerous summers working for his father’s firm in various capacities ranging from clerk on the floor of the NYSE to various sales and marketing roles. His unparalleled industry knowledge and keen sense for where the industry is going make him a sought- after agent, career advisor in the wealth management industry.
Dana lives with his wife and young son in Marblehead, Ma. He enjoys tennis, skiing, golf and fishing as well as coaching his son’s hockey team. He currently manages the Boston office for Old Greenwich Consultants.
To contact Dana directly call +1 781 639 2000 or CLICK HERE.
..our firm offers the highest standards of professionalism, integrity and discretion.
..we have placed people with annual compensation packages ranging from $100,000 to $40 million.
..we find talent for big banks, wealth management firms, multi-family offices, and an assortment of companies on the independent side of the WM industry.