Search Division

Wealth Management

With an average of over 12 years of specialized recruiting experience, our Private Wealth and Institutional Portfolio Management search consultants understand what our clients truly value and recognize that identifying and delivering the right candidates can impact their ability to achieve sustainable growth. Our experts truly know how to inspire highly sought after market leaders, asset gatherers, legal and operations leadership, financial advisors, portfolio managers and compliance professionals to join clients’ teams.

Equally impressive is our RIA and IBD Practice acquisition and succession planning team. If your firm is looking to proactively identify, evaluate and ultimately acquire top quality practices or if your firm is looking for the right buyer, StevenDouglas can deliver what you need.

Areas of Specialization:

  • Private Wealth Management
  • Single & Multi Family Offices
  • Executive Leadership
  • Sales Managers
  • Business Developer​s
  • Chief Investment Officers
  • Portfolio Managers
  • Senior Client Service Officers​
Meet the Team

Successful Searches

    • Managing Director, Atlanta, Miami and San Francisco
    • Senior Portfolio Manager
    • Financial Advisor, Palm Beach, Miami and Washinton, D.C.

    NYSE: AB

    • Managing Director, Los Angeles, Palm Beach (2)
    • Business Developer, Palm Beach (2)
    • Regional Directors- Seattle, Greenwich, Washington D.C., Naples, Philadelphia, Miami
    • Business Developers – New York, Atlanta, Los Angeles, San Francisco, Palm Beach
    • Senior Client Account Manager – Naples, Los Angeles, Washington, D.C., Dallas
    • Senior Portfolio Manager – Miami
    • Head of Human Resources  – East Coast

    Nasdaq: NTRS

    • Chief Investment Officer, Indianapolis
    • Senior Client Relationship Advisor, Indianapolis
    • Managing Director, Cincinnati
    • Managing Director of Sales – Georgia, Florida
    • Private Banking Director – Southeast
    • Region Business Developers – Miami, Newport Beach, Atlanta, New York, Pittsburgh, Philadelphia, West Palm Beach, Washington, D.C.
    • Senior Portfolio Manager – Atlanta, West Palm Beach, Ft. Lauderdale

    NYSE: BK

    • President – New York, Washington, Orlando
    • Chief Investment Officer
    • Sales Manager - Business Developers
    • Business Developers –Palm Beach, New York, Washington D.C. Jacksonville, Greenwich
    • Portfolio Managers – Atlanta, Charlotte, Tampa, Orlando, Palm Beach Gardens, New York, Sarasota
    • Managing Director – San Francisco
    • Managing Director – Los Angeles
    • Managing Director – Southeast Region
    • Business Developers – Placed individuals in the following cities: San Francisco, Los Angeles, Newport Beach, Atlanta, Tampa, Orlando, West Palm, Miami, Washington D.C., New York, Philadelphia, Chicago, Houston
    • Regional Director and Sr. Wealth Advisor (3) Miami

Banking & Commercial Finance

Our Banking & Commercial Finance team averages over 20 years of experience, which makes us uniquely positioned to deliver exceptional talent to our clients. Whether your need is in production, risk, capital markets or the shared services arena, we can assist you in your growth. Additionally, our practice is national and offers our clients a boutique search approach without recruiting conflicts.

Areas of Specialization:

  • Roles
  • Executive Leadership
  • Production & Sales
  • Capital Markets
  • Market Leadership
  • Credit & Risk
  • Asset Management
  • Practice Areas
  • Wholesale and Private Banking
  • Commercial and Consumer Finance
  • Mortgage
  • Commercial Real Estate
Meet the Team

Successful Searches

    • Regional Manager, Beverly Hills

    PRIVATE BANKING

    • VP, Business Development Officer

    PRIVATE BANKING

    • Regional Directors - Southern California, Northern California
    • Relationship Managers - Phoenix, Southern California and Miami

    PRIVATE BANKING

    • Regional Presidents - Southern California, Northern California, Colorado, Florida, and New York
    • Commercial Banking Directors - Southern California and Northern California
    • Commercial Banking RM, Orange County
    • Business Banking Directors - Southern California, Northern California and Orange County

    Wholesale Banking & Lending

    • Regional Manager, Small Business Lending

    Wholesale Banking & Lending

    • Chief Risk Officer

    Credit & Risk

    • Chief Credit Officer

    Credit & Risk

    • Director of CRE Underwriting

    Credit & Risk

    • Chief Risk Officer
    • Senior Risk Officer, Commercial
    • Senior Risk Officer, Warehouse Lending

    Credit & Risk

    • Chief Credit Officer, Consumer

    Credit & Risk

    • Chief Compliance Officer
    • VP, Market Risk
    • VP, Operational Risk

    Credit & Risk

    • Commercial Risk Director, Western Region
    • Territory Risk Manager, California CDF

    Credit & Risk

    • Chief Credit Officer, Subprime
    • Chief Credit Officer, Small Business Lending
    • Chief Credit Officer, Community Lending
    • SVP, Credit Modeling & Analytics
    • FVP, Financial Engineering
    • FVP, Loan Review
    • Senior Manager, Credit Modeling
    • Senior Manager, Credit Reserving
    • Senior Manager, Online Risk

    Credit & Risk

Institutional Portfolio Management

With over 20 years of experience, our Investment Management practice has in-depth understanding of the challenges investment firms face and is able to delineate the risk and rewards of hiring teams with strong track records who also share compatible culture and investment philosophies.

Through our extensive research and passion to impact our clients’ enterprise value, we are able to represent firms in the marketplace for potential acquisitions, lift-outs, friendly carve-outs, and mutual fund adoption/sub advisory relationships, or simply portfolio manager hires, while providing the consultative advisory needed.

Areas of Specialization:

  • Portfolio Managers
  • Team Lift-Outs
  • Carve-​Outs
Meet the Team

Successful Searches

    • Portfolio Management Team

Locations