Trusted by
Our story
Built by people who worked inside finance.
Our partners spent their early careers in banks, investment firms and private capital before moving into search. That inside view shapes how we brief, assess and advise, and it is why clients trust us with their most sensitive appointments.
25+
Years recruiting in financial services
600+
Executive and board placements
94%
Of placements still in role after two years
40
States where we have placed leaders
Our history
Two decades of quiet progress.
2004
Founded
Two partners leave a global firm to run retained searches for regional banks, one mandate at a time.
2011
A national practice
A New York office opens and the firm begins placing leaders with asset and wealth managers across the country.
2018
Private capital
A dedicated private equity and venture practice launches to serve investors and their portfolio companies.
Today
600+ placements
Boards, investors and leadership teams return to us for the roles that matter most.
What we stand for
Principles we won’t trade away.
01
Discretion
Confidential searches stay confidential, for clients and candidates alike.
02
Specialism
We work only in financial services, so we know the roles, the people and the market.
03
Partnership
A partner leads every search from the first brief to the first year in role.
04
The long view
We measure success by who is still thriving in the role years later.
Let’s talk about your next appointment.
Every search begins with a confidential conversation.