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.
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 & wealth mgmt. teams isn't that different than working music's biggest icons -- if they aren't able to express themselves, todays FA will seek a new band or go solo.
I approach headhunting old school -- one call at a time, one client at a time, one candidate at a time. In an industry where flux is the only constant, networking to develop meaningful relationships with your competitors leadership makes good sense.
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