Our Expertise

Providing Top Talent And World Class Services Since 1991 In The Following Areas:
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Positions We Fill
  • Wealth Advisors / Relationship Management
  • Compliance / Regulatory / Risk (CRO-CCO)
  • Portfolio Management / Investment Teams
  • Accounting / Controllership / Audit
  • Valuations / Pricing / Financial Analysis (FP&A)
  • Operations / Trade Support / Client Service
  • CFO / COO Leadership
  • Legal / Governance
  • Financial Systems / Data / Technology Enablement
  • CyberSecurity / Information Security
  • Business Development / Marketing / Distribution
  • M&A / Corporate Strategy / Portfolio Company Leadership
  • Lending / Credit / Originations
  • Human Resources
  • Product Management / Platform Strategy
  • Investor Relations / Client Communications
  • Compliance Technology / RegTech
  • Human Resources / Talent Management
  • Business Analysts / Process Improvement
  • ESG / Sustainable Investing
Areas Of Expertise
  • Private Equity / Venture Capital

  • Wealth Management / RIAs / Family Offices

  • Asset & Investment Management

  • Hedge Funds / Alternative Investment Managers

  • Real Estate Investment & Finance

  • Investment Banking / Capital Markets

  • Commercial & Corporate Banking

  • Insurance / Reinsurance

  • Mutual Funds / Investment Partnerships

  • Lending / Credit / Specialty Finance

  • Fintech / Digital Assets / Cryptocurrency

  • Broker/Dealers / Prime Brokers

  • Risk Management / Compliance / Regulatory

  • Consulting / Advisory / Accounting / Valuation

  • Investor Relations / Fund Marketing / Distribution

  • Operations / Technology / Service Providers

  • Retail / Consumer Banking

  • Legal / Governance / Trust Services

  • Sovereign Wealth / Pension / Endowment Investors

  • Tax / Pricing / Valuation Services

Other Industries
  • Professional & Business Services (Consulting / Advisory / Public Accounting / Law Firms)

  • Insurance & Risk Management

  • Real Estate / Property Investment / Development

  • Consumer Products & Retail

  • Communications / Media / New Media

  • Technology / Digital Platforms / Fintech Adjacent

  • Industrial & Manufacturing

  • Healthcare / Life Sciences

  • Energy / Utilities / Infrastructure

  • Not-For-Profit / Foundations / Associations

  • Education & Research Institutions

  • Hospitality / Travel / Services