Efficiency & Accuracy

Finding an executive to join your company is a daunting task. Ultimately, you must be confident that the individual who joins your team is not only technically sound and aligned with your corporate vision, but can also achieve the goals set for your institution.

As a leading boutique firm with close to thirty years of experience, we have the intuitive ability to absorb the cultural identity and personality of your organization. Understanding what makes a company tick guarantees a successful search and we pride ourselves on efficiency and accuracy. Our unique blend of industry knowledge and financial recruiting expertise enables us to quickly understand each clients' needs and allows us to effectively identify, recruit and present the best candidate the first time.

Our Top Industries

We represent publicly traded, privately held, mutual and not-for-profit financial organizations including, but not limited to: 

Financial Technology
Financial Associations

Banks & Thrifts
Credit Unions

Specialty Finance
Trust & Wealth Management

Private Equity Firms
Investment Banks