Wealth Management
The wealth management sector has never been more competitive than it is today and high net worth clientele have a myriad of firms to choose from to manage their assets. In most situations, deciding on a firm will come down to a combination of relationships, performance and service levels. For firms to be competitive, it always comes down to hiring the best people in the industry. With an average of over 15 years of specialized recruiting experience, our Private Wealth 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, operations leadership, financial advisors, portfolio managers, accounting, information technology 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 Officer
- Compliance Officers
- Finance and Accounting
- Information Technology
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Steven Sadaka
In 1984, Mr. Sadaka started StevenDouglas in Miami after gaining experience in Public Accounting and seeing a need for highly qualified talent in the region. Since then, the firm has grown into one of the nation’s leading boutique Executive Search and Interim Resources firms, serving as a recognized leader in identifying and providing access to top talent for clients across various industries and geographies. The firm has expanded from its headquarters in South Florida to include in excess of 20 offices across the U.S., as well as a presence in Latin America and Canada. StevenDouglas has garnered various awards, including being recognized as a Top 25 Executive Search firm by Hunt Scanlon, one of America’s Best Recruiting firms by Forbes, and one of the fastest growing private companies by Inc Magazine for an impressive 5 straight years.
As Founder & Chairman, Steve Sadaka focuses on continuing the firm’s growth strategy and nurturing the company’s great culture and business relationships that he’s cultivated for decades. His commitment to his staff is that they look forward to coming to work every day and make more money than they have ever made. This unique workplace culture and dynamic leadership has produced an environment that is supportive, encouraging and truly cares about others, resulting in one of the highest average employee tenures in the industry.
Mr. Sadaka is on the board of the Jason Taylor Foundation, is a former board member of Kids in Distress, contributes annually to Make-A-Wish and Broward Partnership for the Homeless as well as a major donor to his religious organization. He also endowed a lifetime scholarship fund for his Alma Mater, the University of Florida, where he graduated with a degree in Accounting. Steve began his career in the Audit practice of PriceWaterhouseCoopers and is a non-practicing CPA.
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Michael McGahey
Wealth Management Search
With over 20 years of wealth management and private client investment and service experience, Mr. McGahey has utilized his invaluable experience and expertise in international sales, commodity, index and currency trading firms to conduct extraordinarily effective searches for senior level financial and wealth management clients and candidates across the United States.
He and his group work closely with prestigious clients such as Bessemer Trust, Bernstein Global Wealth Management and BNY Mellon Wealth Management. These firms, among others, have come to rely on Michael to successfully attract the highest quality investment and wealth management professionals.
Prior to joining StevenDouglas, Michael was the Vice President and COO of the GLM Group of Companies, Inc. Michael was born in Toronto, Canada and has resided in the U.S. since 1993.
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Jon Bartick
Wealth Management Search
Mr. Bartick has used his valuable experience in both financial sales and the search arena to conduct highly effective searches for senior level financial service professionals in both the public and private sectors.
Jon has developed strong relationships with clients, forging partnerships that enable him to successfully secure them top caliber candidates. As a result of Jon’s reputation for taking great care of his clients and always serving their best interests, the majority of his business comes from repeat customers and referrals. On the candidate side, “A” players trust Jon to represent them for discussions about various opportunities due to his specialized knowledge of the business.
A few of the clients Jon has assisted include: Bessemer Trust, Bernstein Global Wealth Management, BNY Mellon Wealth Management among many other premier boutique firms.
Prior to joining StevenDouglas, Jon was a senior account executive in financial sales and in regional sales management for a major food distributor. He received his Bachelor of Arts degree from Indiana University.
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Julie Zorn
Family Office Practice
Julie Zorn runs the Family Office Practice nationally. Julie’s industry knowledge, expansive network and strong reputation globally as a thought leader in the space allows her to consult and advise the most prominent and sophisticated families and Family Offices throughout the world.
Prior to joining StevenDouglas, Julie was in global private banking and served as a trusted advisor and private wealth consultant to high and ultra-high net worth individuals, families and family offices. Julie has broad insight into and intimately understands the sophisticated needs faced by the wealthy and the firms that support them.
An active community member, Julie currently serves as the Chair of the Advisory Board for Living Well Family Office, a next generation family office and is an active community member supporting a number of nonprofit organizations-MCCD-Midwest Council for Children with Disabilities, Feed my Starving Children, Naperville Human Society and Loaves & Fishes Community Services.
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Jaime B. Milner
Executive Search
Jaime joined StevenDouglas in June of 2012. She is responsible for supporting various facets of the search process including company identification, name generation, candidate assessment and candidate development. Jaime spent seven years at StevenDouglas focusing primarily in the Wealth Management Industry. In September of 2019 she joined our Sales, Marketing, and Operations team. She generally works on retained searches aimed at delivering mid management to executive level talent to various organizations including small to Fortune 500 companies.
Throughout the years Jaime has been involved in various local charitable organizations including the Joe DiMaggio Children’s Hospital Foundation and The United Way.
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Jonathan Bolton
Technology - Northeast
Jon Bolton leads the New York office by providing clients access to talent in the areas of Finance & Accounting and Information Technology. Since joining the search industry in 1999, Jon has provided recruiting and client service support to sophisticated clients throughout the country.
Prior to joining StevenDouglas, Jon was National Director in a global recruiting firm for 10 years. While in this role, he ran the firm’s Investment banking vertical and grew the practice to over $40 million in revenue. Over the years, Jon has built a reputation for his sense of urgency and his ability to assemble and rapidly deploy highly specialized resources for critical projects with world class companies. His consistency and professionalism has allowed him to build a tremendously loyal associate and client base.
Jon earned his Bachelor of Science degree from Rutgers University and an MBA in Finance from Baruch College. Throughout his career, he has been a strong supporter of the Special Olympics and is an involved member of FAAN (Food & Allergy Network).
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Chad Norris
Technology
Chad Norris has been in the search and interim resources industry since 2010. His ability to evaluate both client and candidate needs, via a consultative approach, provides a more in-depth targeted search with a consistently successful outcome.
Prior to joining StevenDouglas, Chad was an Account Manager in a technology recruiting firm. While in this role, Chad deployed highly specialized resources in the Financial, Media, and Insurance verticals. Over the years, Chad has built a reputation of consistently providing resources who deliver value to our clients.Â
Chad earned a Bachelor of Arts degree in Mass Media from the University of Delaware. Throughout his career, he has been a strong supporter of the Boys and Girls Club.
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Matt Shore
Matt Shore joined StevenDouglas in 2006, playing an integral role in the company’s significant growth with a focus on maintaining the firm’s great culture and boutique approach. As CEO, Matt has oversight and management of all aspects of company operations. Under his leadership, StevenDouglas has garnered various honors, including Forbes list of America’s Best Recruiting firms, Hunt Scanlon’s Top 25 Executive Search Firms, and 5 consecutive years on the Inc 5000 list. Matt has been a catalyst for the firm’s 2000% growth since 2005, making StevenDouglas one of the fastest growing firms in America.
Mr. Shore originally joined the company as a Senior Vice President, brought in to launch the highly successful Interim Resources Practice, and soon after was promoted to President to help scale the Search business as well. Since then, Matt has helped StevenDouglas opportunistically grow from 1 office and 15 employees when he joined, into a national firm with over 20 offices and 150 professionals. During his tenure there, the firm also expanded its capabilities and service offerings to include Executive Search, Professional Recruiting, Technology Staffing, and Interim Resources across an array of industries domestically and internationally.
Matt has been an industry leader in Executive Search for over 25 years, previously leading StevenDouglas’ highly successful CFO Search practice while directing the broader Executive Search practice company-wide. Prior to joining the firm, Matt spent 10 years in progressive leadership roles for a national recruiting firm where he ran the Professional Recruiting division throughout Florida. Matt received both his Bachelor of Science in Accounting and Master of Accounting degrees from the University of Florida, and initially was a Florida CPA that worked in the Audit practice at PriceWaterhouseCoopers.
An active community member, Matt is a former Board Chairman for YPO Palm Beach, and a former Board Chair for United Way of Broward County. In addition, he has made a significant impact on many civic organizations including the Jason Taylor Foundation, LifeNet4Families and Cystic Fibrosis.
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Elizabeth Jacobs
With over 20 years of experience in Executive Search, Elizabeth Jacobs, is a recognized expert in Chief Financial Officer search and leads the Finance, Accounting, and Human Resources search divisions as Executive Vice President at StevenDouglas. Elizabeth started with the firm in 2002, and since that time has substantially grown the Finance and Accounting Search practice first throughout Florida, and then expanded the practice nationally.
Elizabeth has been honored as one of South Florida’s top 25 Most Influential Business Women by the South Florida Business Journal. She enjoys working closely with clients, helping them explore their current and future hiring needs, as well as identifying individuals that will thrive within their culture. Her practice is focused on providing financial executives for emerging middle market to Fortune 500 companies. The Finance & Accounting practice specialties include general accounting, financial reporting, finance, treasury, tax and audit searches from mid-level management to C-level executives.
Before joining StevenDouglas, Elizabeth managed two branch offices for an international search firm for four years. Prior to entering the search industry, she worked for Morgan Stanley for seven years in the areas of corporate tax, investment banking and corporate accounting.
Elizabeth is active with a number of non-profit organizations. Most notably, she has helped raise over $2 million for Joe DiMaggio Children’s Hospital chairing the Diamond Angel’s Gala. Additionally, she serves on the board of the South Florida Business Forum, and stays active with the Broward Partnership for the Homeless, Women’s Executive Leadership (WEL), and the United Way Women’s Leadership Program.
Elizabeth earned a Bachelor of Science degree in Accounting from Fairleigh Dickinson University, became a CPA in NY, and then completed her MBA from Fordham University.
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Leigh Cassett
Finance & Accounting Search
Leigh Flanders Cassett is Managing Director, Finance and Accounting Search at StevenDouglas, focusing on the South Florida market. She joined the Finance & Accounting Search Division of StevenDouglas in the beginning of 2012 and quickly became a top producer. She joined us from PricewaterhouseCoopers (PwC) in Miami, and is a licensed CPA in the State of Florida. As she is a Big 4 alumni, she can easily relate to, and assist, those looking to make a transition from public into the private sector. She assists those with Corporate Accounting, Finance, Tax, Treasury and Audit backgrounds find their next opportunity in the ever-changing job market. Leigh’s enthusiasm and understanding nature contribute to her keen identification of both candidate and client needs, and her familiarity with the accounting field helps her to easily match skill-sets with positions. She prides herself on relationship building and has become a trusted advisor for many South Florida companies and finance/accounting professionals, alike. In 2023, Leigh was promoted to Managing Director to help manage and develop the South Florida Finance and Accounting Search team.
Leigh graduated Summa Cum Laude with a Masters of Accounting from the University of Florida. In addition, she has been actively involved in various charitable organizations including the United Way’s Reading Pals and Camillus House.
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Dan Hafetz
Private Equity - Interim Resources
Having spent the majority of his career in professional services, Mr. Hafetz has built a strong reputation for his uncompromising client service orientation. His long-lasting business relationships, coupled with his Big 4 background and knowledge of project-based professional services gives him the credibility that has enabled him to recruit top-tier talent to join the StevenDouglas team.
Prior to joining StevenDouglas, Dan spent 10 years in progressive accounting, human resources and recruiting positions. Most recently he was a Client Services Director, responsible for building the South Florida office of a global project-based professional services firm. His role encompassed management of the associate base, service to existing clients, proactive recruitment of accomplished professionals and management of project resource allocation.
Dan’s career started in public accounting with the Philadelphia office of Coopers & Lybrand, where he supervised financial and operational audits in a variety of industries. He received both his Bachelors of Science and Masters degrees in Accounting from the Pennsylvania State University.
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Kari Benson
South Florida - Interim Resources
Kari Benson has spent more than 13 years building long-term client relationships and as a result has been highly successful in the areas of business development, recruiting, and executive search. Her expert ability to source and assess talent has enabled Kari to provide clients with the resources they need to successfully carry out key internal initiatives that produce a clear bottom-line impact.
As a member of the StevenDouglas Project Resources Division, Kari focuses primarily on providing experienced project professionals that assist clients in the areas of finance and accounting, audit and compliance, human resources, and information technology. Kari serves both public and private companies effectively by utilizing her broad-based business experience to properly assess a client’s needs and bring them the appropriate resources to meet their objectives.
Before joining StevenDouglas, Kari held various progressive management roles with a Fortune 500 recruiting firm. During her tenure she was the recipient of numerous awards in which she was recognized for both performance and excellence. As Managing Director for the Miami locations, she was among the top 10% nationwide in an organization with over 10,000 employees.
Kari earned her Bachelor of Science degree in Business Administration and Information Management from the University of North Dakota. Throughout her career, Kari has been active in Broward Partnership for the Homeless, Inc. and Susan G.Komen Fight for the Cure. She is also one of the founders of the first kickball league in Miami. Her hobbies include freelance photography which has earned her five 1st place awards from the Florida Press Association.
Banking & Commercial Finance
The banking and commercial finance industry has faced an enormous amount of change over the last decade and continues to evolve with bank consolidation, advances in technology, global trade, and the onerous regulatory environment. One thing that remains constant is the need to be able to recruit, hire, and have access to the best talent in the industry to stay competitive.
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 the recruiting conflicts of the mega firms.
Areas of Specialization:
- Roles:
- Executive Leadership
- Production & Sales
- Capital Markets
- Market Leadership
- Credit & Risk
- Asset Management
- Finance and Accounting
- Information Technology
- Human Resources
- Practice Areas:
- Wholesale and Private Banking
- Commercial and Consumer Finance
- Mortgage
- Commercial Real Estate
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Julie Zorn
Family Office Practice
Julie Zorn runs the Family Office Practice nationally. Julie’s industry knowledge, expansive network and strong reputation globally as a thought leader in the space allows her to consult and advise the most prominent and sophisticated families and Family Offices throughout the world.
Prior to joining StevenDouglas, Julie was in global private banking and served as a trusted advisor and private wealth consultant to high and ultra-high net worth individuals, families and family offices. Julie has broad insight into and intimately understands the sophisticated needs faced by the wealthy and the firms that support them.
An active community member, Julie currently serves as the Chair of the Advisory Board for Living Well Family Office, a next generation family office and is an active community member supporting a number of nonprofit organizations-MCCD-Midwest Council for Children with Disabilities, Feed my Starving Children, Naperville Human Society and Loaves & Fishes Community Services.
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Steven Sadaka
In 1984, Mr. Sadaka started StevenDouglas in Miami after gaining experience in Public Accounting and seeing a need for highly qualified talent in the region. Since then, the firm has grown into one of the nation’s leading boutique Executive Search and Interim Resources firms, serving as a recognized leader in identifying and providing access to top talent for clients across various industries and geographies. The firm has expanded from its headquarters in South Florida to include in excess of 20 offices across the U.S., as well as a presence in Latin America and Canada. StevenDouglas has garnered various awards, including being recognized as a Top 25 Executive Search firm by Hunt Scanlon, one of America’s Best Recruiting firms by Forbes, and one of the fastest growing private companies by Inc Magazine for an impressive 5 straight years.
As Founder & Chairman, Steve Sadaka focuses on continuing the firm’s growth strategy and nurturing the company’s great culture and business relationships that he’s cultivated for decades. His commitment to his staff is that they look forward to coming to work every day and make more money than they have ever made. This unique workplace culture and dynamic leadership has produced an environment that is supportive, encouraging and truly cares about others, resulting in one of the highest average employee tenures in the industry.
Mr. Sadaka is on the board of the Jason Taylor Foundation, is a former board member of Kids in Distress, contributes annually to Make-A-Wish and Broward Partnership for the Homeless as well as a major donor to his religious organization. He also endowed a lifetime scholarship fund for his Alma Mater, the University of Florida, where he graduated with a degree in Accounting. Steve began his career in the Audit practice of PriceWaterhouseCoopers and is a non-practicing CPA.
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Jonathan Bolton
Technology - Northeast
Jon Bolton leads the New York office by providing clients access to talent in the areas of Finance & Accounting and Information Technology. Since joining the search industry in 1999, Jon has provided recruiting and client service support to sophisticated clients throughout the country.
Prior to joining StevenDouglas, Jon was National Director in a global recruiting firm for 10 years. While in this role, he ran the firm’s Investment banking vertical and grew the practice to over $40 million in revenue. Over the years, Jon has built a reputation for his sense of urgency and his ability to assemble and rapidly deploy highly specialized resources for critical projects with world class companies. His consistency and professionalism has allowed him to build a tremendously loyal associate and client base.
Jon earned his Bachelor of Science degree from Rutgers University and an MBA in Finance from Baruch College. Throughout his career, he has been a strong supporter of the Special Olympics and is an involved member of FAAN (Food & Allergy Network).
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Chad Norris
Technology
Chad Norris has been in the search and interim resources industry since 2010. His ability to evaluate both client and candidate needs, via a consultative approach, provides a more in-depth targeted search with a consistently successful outcome.
Prior to joining StevenDouglas, Chad was an Account Manager in a technology recruiting firm. While in this role, Chad deployed highly specialized resources in the Financial, Media, and Insurance verticals. Over the years, Chad has built a reputation of consistently providing resources who deliver value to our clients.Â
Chad earned a Bachelor of Arts degree in Mass Media from the University of Delaware. Throughout his career, he has been a strong supporter of the Boys and Girls Club.
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Jessica Feerick
Technology
Jessica joined StevenDouglas as a Recruiting Coordinator in 2013. She supports both the Project Resources and Search divisions, finding technology resources for financial services organizations and senior level information technology talent for executive searches. Her determination to provide exceptional service to our clients and ability to gain access to great candidates, gives her a competitive edge in the marketplace. Since starting at StevenDouglas, Jessica has expanded her network and built strong relationships both on corporate and client levels.
Jessica earned her Bachelor of Arts from Mount Saint Mary College. Her philanthropy work includes participation in neighborhood outreach programs and contributions to MSMC Supports the 343, a Scholarship Fundraiser.
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Elizabeth Jacobs
With over 20 years of experience in Executive Search, Elizabeth Jacobs, is a recognized expert in Chief Financial Officer search and leads the Finance, Accounting, and Human Resources search divisions as Executive Vice President at StevenDouglas. Elizabeth started with the firm in 2002, and since that time has substantially grown the Finance and Accounting Search practice first throughout Florida, and then expanded the practice nationally.
Elizabeth has been honored as one of South Florida’s top 25 Most Influential Business Women by the South Florida Business Journal. She enjoys working closely with clients, helping them explore their current and future hiring needs, as well as identifying individuals that will thrive within their culture. Her practice is focused on providing financial executives for emerging middle market to Fortune 500 companies. The Finance & Accounting practice specialties include general accounting, financial reporting, finance, treasury, tax and audit searches from mid-level management to C-level executives.
Before joining StevenDouglas, Elizabeth managed two branch offices for an international search firm for four years. Prior to entering the search industry, she worked for Morgan Stanley for seven years in the areas of corporate tax, investment banking and corporate accounting.
Elizabeth is active with a number of non-profit organizations. Most notably, she has helped raise over $2 million for Joe DiMaggio Children’s Hospital chairing the Diamond Angel’s Gala. Additionally, she serves on the board of the South Florida Business Forum, and stays active with the Broward Partnership for the Homeless, Women’s Executive Leadership (WEL), and the United Way Women’s Leadership Program.
Elizabeth earned a Bachelor of Science degree in Accounting from Fairleigh Dickinson University, became a CPA in NY, and then completed her MBA from Fordham University.
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Jamie Javorsky
Technology Search and Staffing
Jamie Javorsky brings over 15 years of client development, recruiting and executive management experience in the South Florida market. He began his career working with a billion dollar international recruiting firm where he quickly grew into the role of recruiting manager and managed a large team. After that, Jamie became Managing Partner of a boutique recruiting firm for ten years before joining StevenDouglas in his current role.
Jamie’s clients range from small/mid-size companies and emerging/Pre-IPO firms to Fortune 100 companies. He believes that the key to success in recruiting is developing long term relationships and providing his clients and candidates with first class service. Furthermore, he prides himself in customizing solutions to meet his clients’ varying needs while delivering best-in-class candidates. He has placed IT professionals ranging from desktop technicians to Chief Information Officers.
He has spent the last twenty years coaching and mentoring children in both baseball and football.
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Dan Hafetz
Private Equity - Interim Resources
Having spent the majority of his career in professional services, Mr. Hafetz has built a strong reputation for his uncompromising client service orientation. His long-lasting business relationships, coupled with his Big 4 background and knowledge of project-based professional services gives him the credibility that has enabled him to recruit top-tier talent to join the StevenDouglas team.
Prior to joining StevenDouglas, Dan spent 10 years in progressive accounting, human resources and recruiting positions. Most recently he was a Client Services Director, responsible for building the South Florida office of a global project-based professional services firm. His role encompassed management of the associate base, service to existing clients, proactive recruitment of accomplished professionals and management of project resource allocation.
Dan’s career started in public accounting with the Philadelphia office of Coopers & Lybrand, where he supervised financial and operational audits in a variety of industries. He received both his Bachelors of Science and Masters degrees in Accounting from the Pennsylvania State University.
-
Kari Benson
South Florida - Interim Resources
Kari Benson has spent more than 13 years building long-term client relationships and as a result has been highly successful in the areas of business development, recruiting, and executive search. Her expert ability to source and assess talent has enabled Kari to provide clients with the resources they need to successfully carry out key internal initiatives that produce a clear bottom-line impact.
As a member of the StevenDouglas Project Resources Division, Kari focuses primarily on providing experienced project professionals that assist clients in the areas of finance and accounting, audit and compliance, human resources, and information technology. Kari serves both public and private companies effectively by utilizing her broad-based business experience to properly assess a client’s needs and bring them the appropriate resources to meet their objectives.
Before joining StevenDouglas, Kari held various progressive management roles with a Fortune 500 recruiting firm. During her tenure she was the recipient of numerous awards in which she was recognized for both performance and excellence. As Managing Director for the Miami locations, she was among the top 10% nationwide in an organization with over 10,000 employees.
Kari earned her Bachelor of Science degree in Business Administration and Information Management from the University of North Dakota. Throughout her career, Kari has been active in Broward Partnership for the Homeless, Inc. and Susan G.Komen Fight for the Cure. She is also one of the founders of the first kickball league in Miami. Her hobbies include freelance photography which has earned her five 1st place awards from the Florida Press Association.
Family Office
As multi-generational wealth has grown to tremendous proportions around the globe, there has been a proliferation of Family Offices to support the ultra-high net worth community. The rapid expansion of the ecosystem of single and multi-family offices has created unique recruiting challenges for the sector.
At StevenDouglas we understand that all Family Offices are not created equally and they are each formed with a different vision for the future. Our experts understand the nuances of the different types of structures and are adept at identifying the right skill sets for the right situation. Equally, if not more important in this sector, is the cultural fit given the personal nature of the families holdings and in many cases the size, scope, and number of family members being served by the office. Our team has worked with offices of all sizes, start-up to very mature operations, and single to multi-generational operations.
Roles:
- Executive Leadership (CXO)
- Investment Management
- Finance & Accounting
- Trust, Estate and Tax Planning
- Operations
- Governance and Compliance
- Real Estate Management
- Family Concierge Services
- Information Technology
- Governance and Compliance
- Human Resources
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Julie Zorn
Family Office Practice
Julie Zorn runs the Family Office Practice nationally. Julie’s industry knowledge, expansive network and strong reputation globally as a thought leader in the space allows her to consult and advise the most prominent and sophisticated families and Family Offices throughout the world.
Prior to joining StevenDouglas, Julie was in global private banking and served as a trusted advisor and private wealth consultant to high and ultra-high net worth individuals, families and family offices. Julie has broad insight into and intimately understands the sophisticated needs faced by the wealthy and the firms that support them.
An active community member, Julie currently serves as the Chair of the Advisory Board for Living Well Family Office, a next generation family office and is an active community member supporting a number of nonprofit organizations-MCCD-Midwest Council for Children with Disabilities, Feed my Starving Children, Naperville Human Society and Loaves & Fishes Community Services.
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Matt Shore
Matt Shore joined StevenDouglas in 2006, playing an integral role in the company’s significant growth with a focus on maintaining the firm’s great culture and boutique approach. As CEO, Matt has oversight and management of all aspects of company operations. Under his leadership, StevenDouglas has garnered various honors, including Forbes list of America’s Best Recruiting firms, Hunt Scanlon’s Top 25 Executive Search Firms, and 5 consecutive years on the Inc 5000 list. Matt has been a catalyst for the firm’s 2000% growth since 2005, making StevenDouglas one of the fastest growing firms in America.
Mr. Shore originally joined the company as a Senior Vice President, brought in to launch the highly successful Interim Resources Practice, and soon after was promoted to President to help scale the Search business as well. Since then, Matt has helped StevenDouglas opportunistically grow from 1 office and 15 employees when he joined, into a national firm with over 20 offices and 150 professionals. During his tenure there, the firm also expanded its capabilities and service offerings to include Executive Search, Professional Recruiting, Technology Staffing, and Interim Resources across an array of industries domestically and internationally.
Matt has been an industry leader in Executive Search for over 25 years, previously leading StevenDouglas’ highly successful CFO Search practice while directing the broader Executive Search practice company-wide. Prior to joining the firm, Matt spent 10 years in progressive leadership roles for a national recruiting firm where he ran the Professional Recruiting division throughout Florida. Matt received both his Bachelor of Science in Accounting and Master of Accounting degrees from the University of Florida, and initially was a Florida CPA that worked in the Audit practice at PriceWaterhouseCoopers.
An active community member, Matt is a former Board Chairman for YPO Palm Beach, and a former Board Chair for United Way of Broward County. In addition, he has made a significant impact on many civic organizations including the Jason Taylor Foundation, LifeNet4Families and Cystic Fibrosis.
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Steven Sadaka
In 1984, Mr. Sadaka started StevenDouglas in Miami after gaining experience in Public Accounting and seeing a need for highly qualified talent in the region. Since then, the firm has grown into one of the nation’s leading boutique Executive Search and Interim Resources firms, serving as a recognized leader in identifying and providing access to top talent for clients across various industries and geographies. The firm has expanded from its headquarters in South Florida to include in excess of 20 offices across the U.S., as well as a presence in Latin America and Canada. StevenDouglas has garnered various awards, including being recognized as a Top 25 Executive Search firm by Hunt Scanlon, one of America’s Best Recruiting firms by Forbes, and one of the fastest growing private companies by Inc Magazine for an impressive 5 straight years.
As Founder & Chairman, Steve Sadaka focuses on continuing the firm’s growth strategy and nurturing the company’s great culture and business relationships that he’s cultivated for decades. His commitment to his staff is that they look forward to coming to work every day and make more money than they have ever made. This unique workplace culture and dynamic leadership has produced an environment that is supportive, encouraging and truly cares about others, resulting in one of the highest average employee tenures in the industry.
Mr. Sadaka is on the board of the Jason Taylor Foundation, is a former board member of Kids in Distress, contributes annually to Make-A-Wish and Broward Partnership for the Homeless as well as a major donor to his religious organization. He also endowed a lifetime scholarship fund for his Alma Mater, the University of Florida, where he graduated with a degree in Accounting. Steve began his career in the Audit practice of PriceWaterhouseCoopers and is a non-practicing CPA.
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Michael McGahey
Wealth Management Search
With over 20 years of wealth management and private client investment and service experience, Mr. McGahey has utilized his invaluable experience and expertise in international sales, commodity, index and currency trading firms to conduct extraordinarily effective searches for senior level financial and wealth management clients and candidates across the United States.
He and his group work closely with prestigious clients such as Bessemer Trust, Bernstein Global Wealth Management and BNY Mellon Wealth Management. These firms, among others, have come to rely on Michael to successfully attract the highest quality investment and wealth management professionals.
Prior to joining StevenDouglas, Michael was the Vice President and COO of the GLM Group of Companies, Inc. Michael was born in Toronto, Canada and has resided in the U.S. since 1993.
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Jon Bartick
Wealth Management Search
Mr. Bartick has used his valuable experience in both financial sales and the search arena to conduct highly effective searches for senior level financial service professionals in both the public and private sectors.
Jon has developed strong relationships with clients, forging partnerships that enable him to successfully secure them top caliber candidates. As a result of Jon’s reputation for taking great care of his clients and always serving their best interests, the majority of his business comes from repeat customers and referrals. On the candidate side, “A” players trust Jon to represent them for discussions about various opportunities due to his specialized knowledge of the business.
A few of the clients Jon has assisted include: Bessemer Trust, Bernstein Global Wealth Management, BNY Mellon Wealth Management among many other premier boutique firms.
Prior to joining StevenDouglas, Jon was a senior account executive in financial sales and in regional sales management for a major food distributor. He received his Bachelor of Arts degree from Indiana University.
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Jaime B. Milner
Executive Search
Jaime joined StevenDouglas in June of 2012. She is responsible for supporting various facets of the search process including company identification, name generation, candidate assessment and candidate development. Jaime spent seven years at StevenDouglas focusing primarily in the Wealth Management Industry. In September of 2019 she joined our Sales, Marketing, and Operations team. She generally works on retained searches aimed at delivering mid management to executive level talent to various organizations including small to Fortune 500 companies.
Throughout the years Jaime has been involved in various local charitable organizations including the Joe DiMaggio Children’s Hospital Foundation and The United Way.
-
Elizabeth Jacobs
With over 20 years of experience in Executive Search, Elizabeth Jacobs, is a recognized expert in Chief Financial Officer search and leads the Finance, Accounting, and Human Resources search divisions as Executive Vice President at StevenDouglas. Elizabeth started with the firm in 2002, and since that time has substantially grown the Finance and Accounting Search practice first throughout Florida, and then expanded the practice nationally.
Elizabeth has been honored as one of South Florida’s top 25 Most Influential Business Women by the South Florida Business Journal. She enjoys working closely with clients, helping them explore their current and future hiring needs, as well as identifying individuals that will thrive within their culture. Her practice is focused on providing financial executives for emerging middle market to Fortune 500 companies. The Finance & Accounting practice specialties include general accounting, financial reporting, finance, treasury, tax and audit searches from mid-level management to C-level executives.
Before joining StevenDouglas, Elizabeth managed two branch offices for an international search firm for four years. Prior to entering the search industry, she worked for Morgan Stanley for seven years in the areas of corporate tax, investment banking and corporate accounting.
Elizabeth is active with a number of non-profit organizations. Most notably, she has helped raise over $2 million for Joe DiMaggio Children’s Hospital chairing the Diamond Angel’s Gala. Additionally, she serves on the board of the South Florida Business Forum, and stays active with the Broward Partnership for the Homeless, Women’s Executive Leadership (WEL), and the United Way Women’s Leadership Program.
Elizabeth earned a Bachelor of Science degree in Accounting from Fairleigh Dickinson University, became a CPA in NY, and then completed her MBA from Fordham University.
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Dan Hafetz
Private Equity - Interim Resources
Having spent the majority of his career in professional services, Mr. Hafetz has built a strong reputation for his uncompromising client service orientation. His long-lasting business relationships, coupled with his Big 4 background and knowledge of project-based professional services gives him the credibility that has enabled him to recruit top-tier talent to join the StevenDouglas team.
Prior to joining StevenDouglas, Dan spent 10 years in progressive accounting, human resources and recruiting positions. Most recently he was a Client Services Director, responsible for building the South Florida office of a global project-based professional services firm. His role encompassed management of the associate base, service to existing clients, proactive recruitment of accomplished professionals and management of project resource allocation.
Dan’s career started in public accounting with the Philadelphia office of Coopers & Lybrand, where he supervised financial and operational audits in a variety of industries. He received both his Bachelors of Science and Masters degrees in Accounting from the Pennsylvania State University.
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Alan Synkowicz
Finance & Accounting Search
Mr. Synkowicz has been in the recruiting industry since 1999, with a focus on finance and accounting search in the South Florida region. His practice spans from staff-level accounting and finance professionals to controllers and CFOs across all industries.
Prior to joining StevenDouglas, Alan worked for 10 years as a Sr. Recruiting Manager for a Fortune 500 recruiting firm. Before entering executive search, Alan worked in Corporate Accounting for 3 large publicly-traded corporations in the Manufacturing/Distribution, Construction, and Hospitality industries. Alan graduated from University of Florida’s Fisher School of Accounting with his B.S. in Accounting.
Alan is currently on the Board of Directors of the National Football Foundation and College Hall of Fame, Brian Piccolo Chapter. Additionally, Alan has been a very active public speaker for the AICPA, FICPA, FAU (Accounting Students Association), Northwood University (Accounting Student Association), ASWA, and IMA. He has sat on the Advisory Board of both Northwood University and Palm Beach Community College’s Accounting and Business programs, and he regularly volunteers with the Broward Partnership for the Homeless and the Frankie Foundation (a NFP that is committed to providing Automatic External Defibrillator’s (AED’s) in parks and athletic fields throughout South Florida).
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Leigh Cassett
Finance & Accounting Search
Leigh Flanders Cassett is Managing Director, Finance and Accounting Search at StevenDouglas, focusing on the South Florida market. She joined the Finance & Accounting Search Division of StevenDouglas in the beginning of 2012 and quickly became a top producer. She joined us from PricewaterhouseCoopers (PwC) in Miami, and is a licensed CPA in the State of Florida. As she is a Big 4 alumni, she can easily relate to, and assist, those looking to make a transition from public into the private sector. She assists those with Corporate Accounting, Finance, Tax, Treasury and Audit backgrounds find their next opportunity in the ever-changing job market. Leigh’s enthusiasm and understanding nature contribute to her keen identification of both candidate and client needs, and her familiarity with the accounting field helps her to easily match skill-sets with positions. She prides herself on relationship building and has become a trusted advisor for many South Florida companies and finance/accounting professionals, alike. In 2023, Leigh was promoted to Managing Director to help manage and develop the South Florida Finance and Accounting Search team.
Leigh graduated Summa Cum Laude with a Masters of Accounting from the University of Florida. In addition, she has been actively involved in various charitable organizations including the United Way’s Reading Pals and Camillus House.
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Steve Kalisher
Mr. Kalisher began his executive search career in 1982 in New York City where he placed IT professionals with Fortune 500 clients including many of Wall Street’s largest companies.
Steve relocated to Ft. Lauderdale and joined StevenDouglas in 1993 where he has been servicing clients locally and nationwide by providing them with permanent and temporary IT staffing solutions. After playing a significant role in building and running the IT search practice for StevenDouglas, Steve now serves as an Advisor, Ambassador, and Consultant Emeritus to the firm.
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Kari Benson
South Florida - Interim Resources
Kari Benson has spent more than 13 years building long-term client relationships and as a result has been highly successful in the areas of business development, recruiting, and executive search. Her expert ability to source and assess talent has enabled Kari to provide clients with the resources they need to successfully carry out key internal initiatives that produce a clear bottom-line impact.
As a member of the StevenDouglas Project Resources Division, Kari focuses primarily on providing experienced project professionals that assist clients in the areas of finance and accounting, audit and compliance, human resources, and information technology. Kari serves both public and private companies effectively by utilizing her broad-based business experience to properly assess a client’s needs and bring them the appropriate resources to meet their objectives.
Before joining StevenDouglas, Kari held various progressive management roles with a Fortune 500 recruiting firm. During her tenure she was the recipient of numerous awards in which she was recognized for both performance and excellence. As Managing Director for the Miami locations, she was among the top 10% nationwide in an organization with over 10,000 employees.
Kari earned her Bachelor of Science degree in Business Administration and Information Management from the University of North Dakota. Throughout her career, Kari has been active in Broward Partnership for the Homeless, Inc. and Susan G.Komen Fight for the Cure. She is also one of the founders of the first kickball league in Miami. Her hobbies include freelance photography which has earned her five 1st place awards from the Florida Press Association.