We Are Proud of Our Relationship with Our Recruiting Partners

John Sweeney, Former Executive Vice President of Fidelity Investments and Chair Emeritus of the Money Management Institute

“George and his team did a great job recruiting Craig Pfeiffer for the Money Management Institute. He helped a large Board coalesce around a new vision for the Association and get behind a fantastic leader. Several years later, the results speak for themselves! Our partnership with his firm was a success that exceeded our expectations.”

Peter Welber, Chief Executive Officer of Chevy Chase Trust

“Our partnership with George and his team was outstanding. He provided in depth insights on the market, was frank with us about expectations, patient as we explored several avenues during the search, and was creative and persistent in challenging us to think out of the box. Amy’s continued success as a leader and a portfolio manager has been the best testimony to the quality of our partnership with George.”

Jack Brennan, Chairman Emeritus and Senior Advisor of the Vanguard Group

“George and his team have been trusted partners for many years. We have worked together on a variety of projects—from board members to most senior executives—and they have been the key to successfully completing those searches. They bring their extensive knowledge of the industry, broad network, excellent listening skills, and a sense of creativity to each assignment. That combination of skills has always resulted in getting the right person in the right role.”

Mark Casady, General Partner & Advisory Board Chairman of Vestigo Ventures, Former Chairman & Chief Executive Officer of LPL Financial

“Getting a management team to work well together is a matter of getting each member to complement each other’s skills and temperament. George has helped me over many years to find those right people to build a team. He has been a wonderful counselor in the process, helping the Board and the executive team understand our choices and providing deep insights on the backgrounds of candidates. We were always a better performing team after George’s work was complete.”