Our Team


The members of our Project Team have had a working relationship dating back to 2004. Our  accomplishments have been a collective effort. By any measure, the  reliability and consistency of our team is an exception to industry  norms. We all have areas of specialization, be it project management,  research, client/candidate interface, etc. All members of our team are  highly incented by our collective success, thereby encouraging a  collegial work ethic and willingness to do whatever necessary to meet  client expectations.


We  believe that keeping the size of our firm limited is an advantage to  our clients. Without sacrificing competence, clients benefit from an  environment encouraging individual responsibility and team  collaboration. Our commitment to undertaking a limited number of  searches simultaneously enhances client and candidate satisfaction.

On  behalf of our clients, our team has successfully completed multi-person  equity / fixed income lift outs and individual searches for CIO,  Portfolio Manager, Research Analyst and Sales roles. Liftout projects  have spanned most asset classes. In all cases that we have client  consent, we consider both    liftouts and acquisitions as a solution. As  part of the project search process our team has dealt with complex Visa  issues, relocations (U.S. and International), employment encumbrances  and the confidentiality nuances of replacing existing teams. None of our  successful projects have resulted in litigation.