TALENT LIAISON

 I bring a rock & roll spirit to Wall Street and a keen understanding of what drives talent, on and off stage. Working with financial advisors isn't that different than working music's biggest icons -- if they aren't able to express themselves in their current role, todays FA will seek a new band or go solo. 

In a world of firewalls & Ai agents, I approach headhunting old school. One call at a time, one client at a time, one candidate at a time. Networking and it's still of tremendous value. In an industry where change is the only constant, developing relationships with leadership at other firms makes good sense. 

Recruiting partners include Ameriprise Financial, Cambridge Investment Research, Commonwealth, IEQ Capital, LPL Financial, Raymond James & Associates, Rockefeller Capital Management, The Royal Bank of Canada, Steward Global Partners & The Universal Bank of Switzerland.