Chevy Chase Trust: Jeff Whitaker Hired As New President and CEO
Congratulations to Jeff Whitaker. He steps into a great firm, testament to the…
Wilbanks Partners Wishes Everyone a Healthy, Safe, and Prosperous New Year!
The Wilbanks Partners team wishes all of our friends, colleagues, and clients…
Mutual Fund Directors Forum Conference of Fund Leaders: "Board Diversity — Facing the Barriers" (Panel)
It was rewarding to moderate the “Board Diversity — Facing the Barriers” panel…
Fall 2020 Business Update: Pandemic expands the gap between industry winners and losers
Pandemic expands the gap between industry winners and losers, and accelerates…
We Must Not Tolerate Racism: Voices of Today & Yesterday
We must not tolerate racism. Political leaders in the US have fanned the flames…
Spring 2020 Business Update: Dawn of a New Era — Compensation Expectations in Investment Industry to Be Dramatically Reset Due to Pandemic and Recession
The 2020 recession is accelerating systemic changes in the investment industry…
Wilbanks Partners Commentary: Dawn of a New Era — Compensation Expectations to Be Dramatically Reset
Download pdf Many senior professionals in the asset and wealth management…
2019 Year-End Review: Fragmentation of Recruiting Demand Follows Organic Growth Niches
Leadership recruiting in the asset and wealth management sector has followed…
CFA Institute Seminar for Global Investors: Improving Investment Decisions
It was great to be part of the 65th annual Seminar for Global Investors…
First Half 2019 Review: Recruiting Demand Strengthening Significantly Mid-Year
Senior executives in Asset & Wealth Management are looking through…