Our Wealth Management practice recruits in the areas of private banking, trust, investment management, financial planning, relationship management, and portfolio management for high net worth clients within the Private Client groups at banks, trust companies and investment management firms. Our clients also include CPA firms looking to establish and build an Investment Advisory practice, and law firms seeking to add talent to their Trust & Estates or Private Client groups.

 

We have established a national practice filling assignments including private bankers, trust officers, business development officers, trust counsel, financial planners, investment specialists and relationship managers from mid level to senior management level.