Seeking Talented Candidates | Wealth Management

meet your wealth management industry search professionals:

Hunter Judson, JR
Wealth Management Practice Director
Mark Huffman
Wealth Management Search Consultant
Michael Hoffman
Wealth Management Search Consultant
Morgan Reeves
Wealth Management Search Consultant
Eric Szubinski
Director of Research

Services

Filling an important role is about more than how someone looks on paper.  As wealth management industry experts, we apply our knowledge of the marketplace to understanding your company’s specific needs. With that in mind, we hand-select candidates we’ve gotten to know, both personally and professionally, to make sure they’re the right fit for you. At Judson Group we work person to person, algorithms aside, to help you find someone who not only gets the job done, but shares your vision and contributes to your company culture. Someone who’s prepared to do their best work, so you can do yours.


recently completed searches

Financial Advisor | Morristown, New Jersey

Reference Number: MHH7364 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services company in the search for a Financial Advisor.  The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management expertise. The ideal candidate has extensive experience working with

Investment Analyst | Pittsburgh, Pennsylvania

Reference Number: MHH7350 Location: Pittsburgh, Pennsylvania Judson Group has been retained by an established, fee-only RIA with over $5B in AUM in the search for an Investment Analyst. The Investment Analyst generates investment ideas/recommendations, conducts ongoing research coverage of existing portfolio holdings, ensures client portfolio alignment with investment strategies, communicates investment strategy and decisions to

Senior Portfolio Manager & Investment Strategist | West Palm Beach, Florida

Reference Number: HRJ7352 Location: West Palm Beach, Florida or San Francisco, California Judson Group has been retained by a growing wealth management organization to add a Senior Portfolio Manager & Investment Strategist to support a recent acquisition, along with the expansion of the organization and need for a liaison to support investment collaboration, best practices


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