We have been retained by a client who is seeking a Partner, Managing Director of National Sales, Midwest Region for their new regional office in Chicago, IL. This is an exceptional early-stage opportunity with an independent, privately-held firm founded by two prominent private equity veterans. The executive leadership is among the most recognized and successful …
We have been retained by a multifamily office to find a National Investment Strategist who will be based in Chicago, IL. The National Investment Strategist (NIS) is a leadership role with an independent, privately held wealth management and family office advisory firm. This is an exceptional early-stage opportunity to lead the build out of a …
We have been retained by a nationally recognized multifamily-office who is seeking a Senior Wealth Advisor (SWA) for their regional office in Seattle, WA. This prestigious, independent partnership is recognized as one of the leading wealth advisories in the industry. They have developed a platform and business model for the UHNW client segment allowing for …
We have been retained by a nationally recognized multifamily-office who is seeking an Associate Advisor for their regional office in Seattle, WA. This prestigious, independent partnership is recognized as one of the leading wealth advisories in the industry. They have developed a platform and business model for the UHNW client segment allowing for highly customized …
We have been retained by a client who is seeking a Managing Director of Investments for their new regional office in Denver, CO. The firm was co-founded by two prominent wealth management and investment principals who joined their private family offices. This is an exceptional early-stage opportunity with an independent privately-held firm whose executive leadership is …
We have been retained by a client who is seeking a Managing Director, CFO Services for their new regional office in Denver, CO. The firm was co-founded by two prominent wealth management and investment principals who joined their private family offices. This is an exceptional early-stage opportunity with an independent privately-held firm whose executive leadership is among the …