A true search firm, with unparalleled research and over a quarter century of experience.
At the margin, hiring the best people at the right time in their careers is critical to your firm’s future growth and ongoing success. As a true search firm, we will define, price, and execute your most critical hiring mandates.
DAK works across the broad Financial Services landscape on behalf of a variety of institutions including Asset Managers, Banks, Brokerage Firms, Insurance Companies, Retirement Providers, Wealth Managers, and a host of other entities.
In the last five years, we have successfully completed approximately 60 searches. Position titles include:
DAK is well known for our work on a variety of sales searches. Our firm has completed over 200 sales searches in the last 5 years. Sales searches span multiple channels including Family Offices, Independent Broker Dealers, Institutional, Insurance Companies, Private Banks, RIAs, Wirehouses, and various Wealth platforms. The geographic reach of searches we have fulfilled has been spread out fairly consistently across the country in all major markets. We have grouped the following types of searches under the sales category:
DAK has conducted numerous successful searches for Portfolio Managers, Analysts and Portfolio Specialists. We have also successfully executed prominent Investment Team Lift-Outs.
In the last five years, DAK has completed over 50 senior marketing searches. Marketing related searches account for approximately 15% of our assignments. Some titles include:
“C Level” searches comprise an ever-growing portion of our search assignments, and currently represent 10% of our practice. Some of the high profile searches we have been engaged on have included:
We have a deep and profound understanding in direct high net worth sales as well as recruiting and servicing.