We Are Proud of Our Relationship with Our Recruiting Partners
Kai Stinchcombe, Co-Founder & CEO of True Link Financial
"Wilbanks Partners brought strong knowledge of the operating issues for our investment business and helped us navigate our organizational structure, defining the job and then recruiting a great business leader to head our registered investment advisor. They were quick to read and understand our culture, and their sense of urgency matched ours and led to an amazingly quick solution without ever having the sense that we were missing a step or cutting corners. We had a great partnership."
Leadership of a New York Family Office
"On behalf of the family office and family members, I want to thank you for the extraordinary job you did on our CEO search. You supplemented our contact list with an extensive population of attractive prospects, guided our Search Committee in its weekly meetings, provided insightful views on candidates, handled the candidates with appropriate diplomacy and consideration, conducted thorough diligence on all of them, and in the end helped produce a winning candidate and successful hire. We appreciate our relationship of the past two decades, and we look forward to continuing to work with you in the future."
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.”