Financial Services

The wealth management sector has never been more competitive than it is today and high net worth clientele have a myriad of firms to choose from to manage their assets. In most situations, deciding on a firm will come down to a combination of relationships, performance and service levels. For firms to be competitive, it always comes down to hiring the best people in the industry. With an average of over 15 years of specialized recruiting experience, our Private Wealth search consultants understand what our clients truly value and recognize that identifying and delivering the right candidates can impact their ability to achieve sustainable growth. Our experts truly know how to inspire highly sought after market leaders, asset gatherers, operations leadership, financial advisors, portfolio managers, accounting, information technology and compliance professionals to join clients’ teams. Equally impressive is our RIA and IBD Practice acquisition and succession planning team. If your firm is looking to proactively identify, evaluate and ultimately acquire top quality practices or if your firm is looking for the right buyer, StevenDouglas can deliver what you need.

Practice members

Sylvia Alvarez Chief Financial Officer Bio
Jon Bartick Vice President-Wealth Management Search Bio
Christian Bezick Vice President-Financial Services Search Bio
Navinder Binning Vice President-Canada Bio
Jonathan Bolton Senior Vice President- New York Bio
Ross Cohen Manager- Finance & Accounting Search Bio
Colt Costa Recruiter Bio
Tammy L. Curtis Managing Director-Interim Resources Bio
Jon Duncan Vice President-Wealth Management Search Bio
Pamela Escalante Manager of Recruiting- Retained Division Bio
Jessica Feerick Senior Recruiter Bio
Leigh Flanders-Cassett Director-Finance & Accounting Search Bio
Dario Furman Manager- Finance & Accounting Search Bio
Vivian Gonzalez-Padilla Managing Director-Search Division Bio
Elizabeth Jacobs Executive Vice President Bio
Mitch Lillie Vice President-Wealth Management Search Bio
Michael McGahey Vice President-Wealth Management Search Bio
Kerin Mickenberg Director- Finance & Accounting Search Bio
Jaime B. Milner Manager-Wealth Management Search Bio
Juan Moreno Vice President-Industrial & Latin America Bio
Frank Pecora Director of Recruiting Bio
Dana Rabinowitz Director- Finance & Accounting Search Bio
Eamon Reilly Director of Client Service Bio
Matt Shore President Bio
Paul Smith Director- Finance & Accounting Search Bio
Alan Synkowicz Director- Finance & Accounting Search Bio
Julie Zorn Vice President-Financial Services Search Bio