In today’s talent war, the winners take all — or at least most — of the marketshare.

Investing in top executives is the most critical decision for every firm, especially in the current financial climate. Leadership and vision are paramount to leverage a company’s strengths and navigate fast-paced change.

We find and deliver executives who will make a difference.

Our recruitment process is precise, customizable and focused on the client. We start with a deep dive on our client’s current hiring needs so we can fully understand how we can best serve them. Private wealth recruiting is what we do. After our analysis is completed, we follow these steps:

  • Evaluate the project
  • Co-create a recruiting plan
  • Present a fee schedule that fits the client’s needs
  • Identify target candidates for the opening(s)
  • Co-create a script highlighting the benefits our clients present to the candidate pool
  • Assess driving force behind each candidate’s interest
  • Thoroughly qualify each candidate through multiple interviews
  • Create a short list of candidates highlighting why each would fit the opening(s)
  • Coach and prepare our client for each interview so they are aware of each candidate’s hot buttons and motivations
  • Prepare our candidates prior to each interview
  • Debrief both our clients and candidates and get prompt feedback to each
  • Assist the client with presenting an offer to selected candidate and close candidate on offer to ensure acceptance
  • Prepare and coach the candidate for resignation and counter-offer scenarios
  • Assist both candidate and client with on-boarding and follow up


We have been in the commercial banking and private wealth executive search and talent hunting business for over a decade and have formed deep networks with top talent nationally. Our track record includes successful placement of the following job titles, roles, etc:

Commercial Banking Executive Leaders and Producers calling on companies ranging in annual revenues from as low as $5 million up to $5 billion

  • These bankers have been defined as Community Bankers, Commercial Lenders, Relationship Managers, Business Development Officers, Market Presidents, Team Leaders, CEO’s, Bank Presidents, Chief Lending Officers
  • The verticals these bankers are found in have been called Community, Commercial, Lower Middle Market, Middle Market, Upper Middle Market, and Corporate

Private Wealth Executive Leadership and Producers targeting clients $1 million and above

  • These include investment advisors, fiduciary officers, wealth planners, private bankers and senior relationships and private client advisors.

Our firm has also developed a niche in the ability to perform Team Lift Outs for banks wishing to make an immediate impact to a new or existing market through the addition of a market president/market leader and bankers and/or wealth advisors with existing contacts/centers of influence and portfolio in those markets.