Industry:            Wealth Management


Our client, is an independent securities, asset management, and investment banking firm in the Mid-Atlantic and Midwest Regions. The firm employs over 100 investment management professionals who provide individual investors, corporate and municipal clients and institutions a full complement of financial services including retail brokerage, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy and asset management. The corporate office is located in suburban Philadelphia with additional offices throughout Pennsylvania, New York, New Jersey, and Ohio.

Position Summary

The firm is seeking a new President/Chief Executive Officer who will sustain and grow the organization to provide on-going shareholder value. This position represents an outstanding opportunity for an experienced executive to join a historic company with aligned shareholders who are committed to the long term growth and sustainability of the firm.  The new President/Chief Executive Officer will be charged with growing revenues and increasing the visibility and external profile of the company in its marketplace.


Recruiter contact information:

Nick DeMedio