JM Search Recruits COO for Clark Capital Management Group

April 28, 2021 – JM Search, a senior-level talent provider serving private equity investors, portfolio companies and Fortune 1000s, has assisted in placing Jim Warren as chief operating officer of independent asset manager Clark Capital Management Group in Philadelphia. JM Search fintech and financial services leaders Tom Figueroa and David Speicher led the assignment. “Jim’s depth of industry knowledge will help us continue to build scale and deliver asset management excellence to advisors and their clients,” said Brendan Clark, CEO of Clark Capital Management Group. “His experience as a strategic leader in our industry will be a great asset to Clark Capital, and we are excited to welcome him to the team.”

Mr. Warren brings with him nearly 30 years of experience in the financial services industry and joins Clark Capital from SEI, where he served as head of platforms and solutions of their global wealth management services division. During his over 20-year tenure at SEI, he was responsible for managing platforms across their wealth management, banking, investment management and hedge fund businesses.

“I’m excited to join such a dynamic firm and culture,” said Mr. Warren. “Together with my colleagues, I look forward to finding new ways we can better serve Clark Capital’s advisors and their clients.”

Reporting directly to Mr. Clark, Mr. Warren will join Clark Capital’s executive team. He will also work closely with the firm’s technology team to continue streamlining and enhancing the firm’s capabilities. Mr. Warren’s hire comes during a period of steady, organic growth for the firm. Clark Capital has grown its assets under management from $3 billion in 2015 to a new all-time high, reaching over $23.6 billion as of Feb. 28.

Clark Capital Management Group is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations and retirement plans. The firm was founded in 1986 by Harry Clark, executive chairman.

Trusted Advisors

JM Search is an advisor to CEOs, investors, and boards of directors in recruiting, assessing and delivering high performance leaders and transformational leadership teams. Its clients include private equity firms and portfolio companies, venture capital-backed businesses and publicly held companies across North America. Founded in 1980, the JM Search recruiting team brings together former operating and financial executives, investors and experienced search professionals with deep industry specialization, functional expertise and proven access to talent spanning multiple industry sectors.

Mr. Figueroa has dedicated over 20 years to partnering with private equity investors to build the leadership teams for countless portfolio companies. A partner at JM Search, he leads a practice of over a dozen search professionals who specialize in various industries that include financial services, technology, education, information services, E-commerce and media. Mr. Figueroa is also a member of the firm’s management committee.

Mr. Speicher has 20 years of experience advising financial services, financial technology and SaaS companies on identifying, attracting and retaining senior-level talent. He is a principal at JM Search, where he focuses on executing C-level and VP-level searches.

Expanding Diversity Efforts

JM Search recently added Louis Montgomery as partner to lead its human resource and diversity officer practice. He is joined by current members Phil Menzel, Troy Vincent, Chris Grimmig and Anne Sidio. “The need for top HR and diversity leaders has never been greater,” said John Marshall, JM Search’s co-founder and CEO. “We are thrilled to have Louis join our firm. His prior experience working as and placing HR and diversity officers will continue to solidify our longstanding commitment to helping our clients.”

Mr. Montgomery brings more than 30 years of experience as a human resources practitioner and diversity officer with several major Fortune 100 firms including, IBM, Celanese Corp., Frito Lay, Kraft Foods, Altria, AES and Serco North America. “I am thrilled to join the JM Search team and look forward to continuing to build the terrific reputation of JM Search and help to build the HR and diversity officers practice,” said Mr. Montgomery.

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