Senior Talent Consultant

I have a lengthy and diverse background within the Financial Securities Industry. Throughout my career, I’ve held various successful roles, including Financial Advisor, Branch Manager, Firm Sales Manager, Regional President, and Divisional President.

Born in the Los Angeles, CA area, Mitch began his brokerage career as a financial advisor in 2016 at Independent Capital Management before soon joining J.P.Morgan Chase as a Private banker.

Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania

Head of Acquisition

Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.

Chief Operating Officer

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties

Managing Director

Over 30 years of financial services experience, my career has been defined by my ability to take on a challenge and turn it into an opportunity.

Chief Executive Officer

With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.