ABOUT US

Top ranked consulting, staffing & recruiting firm

who We Are

Preston & Company is an executive search firm specializing in the financial services, retirement and insurance industries. We help bring great companies and great candidates together, and we’ve been doing it since 1992.

The boutique nature of our firm allows us to work and collaborate with our clients on much deeper levels. In addition to sourcing premier candidates through our diverse, curated networks, our industry experience gives us the opportunity to provide expert guidance and consultancy throughout the entire search process.

Our Approach

  • Our focus is on all types of companies within the financial services/asset management, insurance and retirement industries.
  • Our small team of professional search consultants acts as a true extension of our clients; your success is our success.
  • We approach all of your search projects as collaborators with all involved in the hiring decision.
  • We embody a culture that encourages and thrives on input and feedback from all individuals involved in each search project.
  • Our business philosophy and goal is to service our clients in any way possible in order to ultimately increase their revenue and industry stature.
Top ranked consulting, staffing & recruiting firm

who We Are

Preston & Company is an executive search firm specializing in the financial services and insurance industries. We help bring great companies and great organizations together, and we’ve been doing it since 1992.

The boutique nature of our firm allows us to work and collaborate with our clients on much deeper levels. In addition to sourcing premier candidates through our diverse, curated networks, our industry experience gives us the opportunity to provide expert guidance and consultancy throughout the entire search process.

Our Philosophy

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Candidate Placement Diversity
Over 28 years
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Years Executive Search Experience
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Total Flight Hours
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Contacts in our Database
Get to know how we work

Our Process

Over years of partnership with our great clients, we’ve developed a personalized, responsive process that utilizes a metrics- and attribute-based interview process, giving you full confidence you’ve made the right hire. We understand you’ve been looking for the innovative, diverse candidate capable of stepping in and providing results right away, so we’ve ironed out our processes to achieve just that.
Get to know how we work

Our Process

Over years of partnership with our great clients, we’ve developed a personalized, responsive process that utilizes a metrics- and attribute-based interview process, giving you full confidence you’ve made the right hire. We understand you’ve been looking for the innovative, diverse candidate capable of stepping in and providing results right away, so we’ve ironed out our processes to achieve just that.

01

Consultation

We meet with all members of your team involved with the hiring decision-making process to discuss the details of the role and set expectations for the search. We then submit our custom designed questionnaire to all team members. This will identify specific attributes, expectations, goals, metrics, cultural fit and overall role requirements. Once completed, the data from all the questionnaires is compiled to create our Mission Statement.

02

Sourcing

We leverage our network and exclusive, time-intensive search process. Utilizing the custom designed Mission Statement for your specific search assignment, we thoroughly source and evaluate key candidates in the market.

03

Interviews

We prep candidates and assist with any scheduling, traveling, and logistical items as needed to ensure the most efficient and thorough interview process possible.

04

Offer

Guidance is provided to both parties to set expectations, work through the design of the compensation plan and negotiate the offer of employment. We also coach candidates on resignation issues possibilities and help them navigate through potential counter-offers, which will ultimately lead to a successful outcome.

client Testimonials

"We have worked with Preston & Company for many years and have been impressed with their superb attention to detail and focus on diversity. They show consistent creativity, thoroughness and flexibility during the process and are able to identify the right cultural fit for our organization. Their custom developed process is different than any other competitor and has been very successful."

Head of Distribution

– Top 10 Global Asset Manager

"Preston & Company has partnered with us for over 12 years. They took the time to truly understand our unique culture and what our business requires. As a result, they have placed five members of our executive leadership team who continue to excel and are still with the organization today. Preston & Company is my first resource when it comes to finding qualified senior-level candidates who fit.

Head of Human Resources

– Top 5 Global Insurance Company

"I have worked with Joe and the group at Preston & Company for over 10 years. They take a deep, thoughtful approach to bringing together the best fit for candidates and the hiring organization. Joe and his team have always understood how important diversity is to our searches and continue to deliver excellent results. I have been impressed with their thoroughness and attention to detail as they source candidates, always putting forth strong quality individuals."

Head of Intermediary Distribution

– Top 50 Asset Manager

Helping You Grow Your Team & Business One Hire At A Time

Find Talent Where You Need It Most

Our team of veteran recruiters has acquired a vast depth of experience in multiple practice areas, including Asset Management, Retirement, and Insurance. We understand both the challenges and opportunities unique to each industry, and we’ve spent the past 20 years building and maintaining an expansive network of talent that spreads across them.

Regardless of the level of experience, the specificity of niche, or technical requirements of your role, our team can help you find the right candidate who exceeds expectations and aligns with your organization’s unique culture and vision. Whether it’s a Chief Investment Officer or Director of Insurance Sales, partner with Preston & Company and feel confident you’ve found your next top performer.

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