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

Wealth Advisor | Chapel Hill, North Carolina

HRJ6231 – Completed Judson Group has partnered with a highly regarded fee-only wealth management firm with over $1.1B AUM in the search for a Wealth Advisor. This individual will be handling complex financial planning and investment management for the firm’s HNW clients as well as managing the day to day relationships and participating in or conducting

Director of Operations | Milwaukee, Wisconsin

HRJ5982 – Completed Judson Group has been retained by a highly-regarded, privately-held RIA with multiple Midwestern locations in the search for a Director of Operations. The Director of Operations reports to the CEO and is responsible for overseeing the efficient and accurate execution of daily operations pertaining to the firm’s performance reporting systems and client

Financial Advisor | Salt Lake City, Utah

HRJ5914 – Completed Judson Group has partnered with a growing wealth management firm in the search for a Financial Advisor. This individual will be taking over an existing client base and be responsible for advising HNW clients in various wealth products including investment management, risk management, and financial planning. Responsibilities: Manage and advise clients on


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