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 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 …