The Financial Services industry is one of the most dynamic and fastest-changing sectors of our global economy. Leading financial services depository institutions must recruit bright, highly-motivated professionals to build successful businesses in this extremely competitive industry. With regulatory changes, mergers, globalization, e-business, and a steady stream of new products and services, managers must be both strategic and tactical. To succeed, executive leadership in your organization must embrace change and transform business models to meet customers’ demands; be technology oriented as the customers’ experience and internal processes continue to be reshaped by it; become more customer centric not just with services but products as well; utilize IT, data analytics, and big data as competitive weapons; streamline distribution channels to be more effective; and be innovative.

We are adept at aligning the successful experience and track record of candidates with the culture and vision of your organization. Working with an established client base, we readily recognize profiles of professionals who will succeed in your company. We develop effective search strategies and begin project execution quickly because of our proven source networks. Our team knows industry verticals, functional positions, industry trends, and which target firms have momentum and which do not. We are accomplished in presenting opportunities and evaluating candidates. And we do it all with refreshing candor and insight. We specialize in the commercial, consumer/retail, and wealth management sectors in depository institutions.


We serve the following sectors:

  • Asset Management
  • Commercial, Consumer and Private Banking
  • Commercial Real Estate
  • Corporate Finance
  • Equity/Debt Capital Markets
  • Hedge Funds
  • Insurance
  • IT
  • M&A
  • Operations
  • Private Equity
  • Private Wealth Management
  • Structured Finance
  • Treasury Management


Practice Leader

Patrick Prout

Managing Director


Practice Inquiries