Financial Technology & Services

Our team is comprised of former wealth management advisers, investors, and consultants who have recruited in the sector for decades. We partner with our clients to build exceptional leadership teams for both vendors to financial services companies and providers of financial services, products, and technology to businesses and consumers.

AREAS OF EXPERTISE:

Asset Management / Credit Unions  /  Consumer Finance  /  Corporate and Investment Banking  / Financial Technology / Insurance and Risk Management  /  Multi Family Offices  /  Payments and Processing  /  Specialty Lending  /  Wealth Advisory Services

 

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