Trusted Advisor to Trusted Advisors.
I am an executive search recruiter who has had a front row seat for thirty years on developments in the world of financial advisors. Over the years, I’ve helped many advisors make strategic career decisions and to successfully transfer client assets to new firms. I’m proud that so many advisors with whom I work are longstanding relationships or referrals from other advisors. Many in the industry seek my advice, including a broad array of publications. My work has appeared in numerous publications including ThinkAdvisor, Source Media, Investment News, Fund Fire and Financial Advisor IQ. Writing about industry trends is a longstanding interest of mine. Our firm has published widely read newsletters for many years which have proven to be very popular with advisors. I also have a long-standing interest in helping people with their careers: I come from a family of recruiters. My father founded a New York City employment agency in 1947 and two of my siblings run recruiting firms in other industries. I’m an MSW and my first career was in social work. That’s where I discovered my passion for helping people to make difficult decisions and acquired essential listening skills.