Caldwell Appoints Financial Services Practice Co-Leader

May 3, 2018 – Executive search firm Caldwell, which recently dropped the word “Partners” from its name, expanded its global financial services practice leadership team by appointing Glenn Buggy to join Paul Heller as co-leader of the practice.

With over two decades of executive search experience, Mr. Buggy focuses on recruiting senior executives in financial services legal, compliance, anti-financial crimes, regulatory risk, and governance, as well as enhancing the firm’s expertise and presence in the asset and wealth management industry. He joined Caldwell after 11 years at CTPartners, where he was a partner in the financial services practice and leader of the firm’s global compliance, legal & regulatory practice and a senior partner in the asset & wealth management practice.

“Under Paul’s leadership, our financial services practice has seen significant growth, geographic expansion,” said John Wallace, chief executive officer of Caldwell. “Given the recent addition of new areas of development and focus, we are now at the point in our evolution where we require additional breadth and depth of leadership to best serve our clients’ needs and requirements. Together, Paul and Glenn will build upon the practice’s positive momentum, working together to connect our clients with transformational talent.”

Mr. Heller has led the financial services practice since he joined Caldwell through the acquisition of Cromwell Partners in 2009. With more than 25 years of experience in executive search, he has completed several hundred searches in the global financial services industry across numerous markets and geographies.

Caldwell’s global financial services practice serves clients in the areas of investment banking & capital markets, asset & wealth management, alternative investments, insurance, consumer financial services and real estate, as well as all shared services and functional capabilities across the financial services sector.

Recent Growth

Recently, the firm expanded with the addition of Alex Alcott as a partner in its financial services practice in London. Mr. Alcott’s appointment furthers Caldwell’s expansion strategy across Europe. With more than 20 years of executive search experience, Mr. Alcott works across the global financial services sector on roles that include a variety of board, executive committee, chief financial officer, general auditor, treasurer and other function searches for global public companies and private equity portfolio company rebuilds. He was most recently a partner in Heidrick & Struggles’ London office, where he was a member of the global financial services and chief financial officers practices and led the financial services CFO practice in the U.K.

Hunt Scanlon Top 50 Recruiters
Hunt Scanlon presents the 50 top U.S./Americas search firms — ranging from the largest recruiting and talent leadership solutions providers to the leading boutique specialists that dominate the list this year.

Top 50

Caldwell also recently named Chris Beck as chief operating and financial officer. Mr. Beck, who is based in Boston, joined Caldwell in 2013. He has more than 20 years of experience in finance with a track record of leading and managing financial, accounting and business operations. “Chris is a collaborative and energetic leader with the vision to grow our organization, ensure our financial strength and operating efficiency, and drive the development of new products, solutions and services,” said Mr. Wallace. “Under his leadership and counsel, we have attained our financial goals, expanded our reach via acquisition and strategic partnerships, and enhanced the manner and degree to which we are able to serve our clients.”

In addition, the firm added Kathy Ventura as a partner in its consumer, e-commerce & retail, and marketing & communications practices based in its Stamford, CT office. Ms. Ventura recruits senior executives in all areas of consumer products and services, including consumer technologies, automotive, lifestyle brands and consumer financial services. She also specializes in corporate reputation leadership roles, including communications, public affairs and corporate marketing. Her clients include Fortune 500 companies, private equity and other alternative asset firms, and their portfolio companies. Her work also encompasses diversity and inclusion initiatives for her clients. She was previously with Russell Reynolds Associates, where she led the firm’s corporate communications practice.

“We remain focused on the recruitment of new partners and teams who will both broaden our client-facing capabilities and who will further contribute to increasing and sustaining revenues and profitability,” said Mr. Wallace. “We do expect to announce additional partners over the course of the last half of the current fiscal year.”

Contributed by Scott A. Scanlon, Editor-in-Chief; Dale M. Zupsansky, Managing Editor; Stephen Sawicki, Managing Editor; and Will Schatz, Managing Editor – Hunt Scanlon Media

Share This Article


Notify of
Inline Feedbacks
View all comments