Our team has worked for large financial institutions as well as boutique firms, on both the buy and sell sides of the Street.  These diverse backgrounds enable us to fully appreciate the benefits and drawbacks investment professionals face in their various environments.  We work with fee-only and hybrid advisory firms across the country to recruit producers.  Every organization offers unique opportunities in terms of compensation structures; life/work balance; and other tangible and intangible benefits.  We work with candidates and advisory firms to ensure that every engagement makes financial sense and represents a promising cultural fit. 

For candidates confidentially seeking more information, please email Seb Burtone to begin the conversation via

If you represent an advisory firm seeking qualified candidates, please email Julie Anne Markwood via for more information.  

We look forward to making mutually rewarding introductions.