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For representative examples of successfully completed searches, please scroll down or click in the sidebar to the left to view by function or by type of client firm.
Examples by Function
Chief Executive Officer/ Chief Operating Officer/ Chief Financial Officer
- Chief Executive Officer, $15 billion university endowment
- Chief Executive Officer, $4 billion asset management company
- President, North America, $5 billion investment division of a global financial services firm
- Chief Operating Officer, $500 million alternative investment firm
- Chief Financial Officer, $60 billion investment management firm
- Chief Financial Officer, $25 billion investment management firm
- Chief Financial Officer, $2 billion investment management firm
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Chief Investment Officer
- Chief Investment Officer, prominent family office
- Chief Investment Officer, new family office
- Chief Investment Officer, $300 billon asset management division of major financial services firm
- Chief Investment Officer, $250 billion investment management and financial services organization
- Chief Investment Officer, Fixed Income, $150 billion asset management firm
- Chief Investment Officer, Equities, $28 billion investment management division of publicly traded bank holding company
- Chief Investment Officer, $11 billion foundation
- Chief Investment Officer, $5 billion emerging manager investment management firm
- Chief Investment Officer, $3 billion university endowment
- Chief Investment Officer, $2 billion university endowment
- Chief Investment Officer, $2 billion fixed income asset management firm
- Chief Investment Officer, $1.5 billion family office
- Chief Investment Officer, $1 billion university endowment
- Chief Investment Officer, $570 million preparatory school endowment
- Chief Investment Officer, new private wealth management firm
- Chief Investment Officer, emerging private wealth business
- Chief Investment Officer, leading financial guaranty company
- Deputy Chief Investment Officer, $680 billion global investment management organization
- Head of Equities, $500 billion investment management division of major financial services firm
- Director, Pension Investments, $13 billion Fortune 500 corporate plan sponsor
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Portfolio Management/ Research
- Portfolio Manager, $4 billion hedge fund of funds
- Principal for Secondary Investments, global private equity investment firm
- Partner, Head of Fund of Funds, global private equity investment firm
- Head of Fixed Income, $150 billion investment management division of a financial services firm
- Head of Mid-Cap and Small-Cap Investments, $25 billion investment management firm
- Senior Portfolio Manager, $4 billion high-net-worth firm
- Senior Equity Portfolio Manager, $3 billion investment counseling firm
- Large-Cap Value Portfolio Manager, $27 billion global value equity manager
- Growth Portfolio Manager, $2 billion investment counseling firm
- Principal, Large-Cap Growth Portfolio Manager, $2 billion asset management firm
- Managing Director, multi-billion dollar Latin American family office
- Portfolio Manager, $1 billion high-net-worth firm
- Portfolio Manager, $92 billion high-net-worth firm
- Managing Director Investments, multi-billion dollar family office
- Portfolio Manager, Private Client Services for multi-billion dollar investment bank
- Small- and Mid-Cap Research Analyst, $400 billion investment management division of a brokerage firm
- Senior Analyst, $35 billion wealth management firm
- Director of Research, $5 billion high-net-worth firm
- Director of Research, activist hedge fund
- Vice President Research Analyst, $2 billion asset management firm
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Marketing/ Sales/ Client Service Professionals
- Business Development Professional, $4 billion hedge fund of funds
- Business Development Professional/Product Specialist, $2 billion private equity firm
- Head of Client Service, emerging wealth management firm
- Director of Marketing, $92 billion global investment manager
- Director of Client Services, $92 billion global investment manager
- Director of U.S. Marketing, $6 billion emerging markets fund manager
- Director of Marketing, $1.5 billion fund of hedge funds
- Director of Marketing, investment advisory firm specializing in hedge funds
- Head of Institutional Sales & Client Service, $310 billion investment management division of a brokerage firm
- Head of Marketing & Sales, $250 billion investment management division of a major financial services firm
- Head of Client Service, $25 billion asset management subsidiary of global holding company
- Head of Marketing, $12 billion high yield investment advisory firm
- Head of Sales & Marketing, $3 billion institutional investment management firm
- Head of Marketing & Client Service, $2.5 billion hedge fund
- Head of Client Service, $25 billion U.S. subsidiary of international investment management firm
- Head of Product Management, $25 billion asset management subsidiary of a global holding company
- Executive Vice President, Sales and Consultant Relations, $100+ billion institutional investment management firm
- Vice President, Consultant Relations, $140 billion investment management firm
- Fixed Income Product Specialist, $680 billion global investment management organization
- Institutional Investor Relations Professional, $4 billion hedge fund firm
- Sales Professional, $15 billion alternative investment advisory firm
- Senior Marketing Professional, $2 billion hedge fund of funds firm
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Risk Management
- Operational Risk Professional, $10 billion alternative investment firm
- Chief Risk Management Officer, $250 billion investment management and financial services organization
- Head of Risk Management, $450 billion investment management division of major financial services organization
- Head of Quantitative Research and Risk Management, $3.5 billion fund of hedge funds
- Operational Risk Manager, $2.6 billion hedge fund of funds firm
- Fixed Income Risk Manager, $1 trillion global asset management organization
- First Vice President, Portfolio Risk Management, multi-billion dollar bond issuer
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