Capabilities


Executive Level:

  • Chief Executive Officers
  • Chief Investment Officers
  • Heads of Asset Management
  • Product Heads
  • Chief Operating Officers
  • Chief Compliance Officers
  • Chief Legal Counsels
  • Chief Risk Officers
  • Heads of Strategy

 Investment Professionals:

  • Senior and junior portfolio managers: equity, fixed income, international, quantitative, private securities, HNW
  • Research Directors, traditional and alternative
  • Research Analysts for traditional and alternative asset classes, fundamental and quantitative, domestic and international, equity, fixed income, currency, commodity, structured products, global macro, convertible arbitrage, merger arbitrage, risk arbitrage and relative value
  • Traders: equity, fixed income, hedge fund
  • Fund of Funds Head of Manager Selection and Research Analysts
  • Heads of Asset Allocation
  • Traders

 Investment Team Lift-Outs (with or without assets following)

 Distribution:

  • Sales and Client Service:  institutional, retail, High Net Worth Heads of Sales and Sales staff
  • Marketing communications personnel
  • Product Managers for traditional and alternative asset classes

Operations, Technology, and Risk Management Personnel