We Find You The World-Class Asset Management Candidates You Need Without Taking Months To Do It

Helping You Find the Talent Your Business Needs

We know you need diverse, exceptional leaders to navigate an ever-more complex asset management landscape and drive your business forward. At Preston & Company, we’ve spent over 20 years helping organizations like yours find the top performers in the market who can do just that.

client Testimonials

"I have worked with Preston & Company, and Joe and his colleagues since 2005 on numerous senior leadership searches in both insurance and investment management across the C-Suite realm. One of the most remarkable legacies of Joe’s involvement has been that each of the hires is still in the roles we recruited them for, going back to 2005 in some cases. This speaks to the thoroughness of his approach, his ability to understand the needs of the hiring organization and ability to find the right cultural match result in talent for the long-game. Joe is always easily acceptable and often pushes you to think about context and considerations that might not have been apparent. Ours is not a transactional relationship, he has become a strategic business partner and a friend."

Executive Director

Fortune 250 Global Financial Services Firm

Roles We Can Help You Fill

Our recruiters are lifelong veterans in the asset management space. This specialization allows us to understand your needs and effectively communicate them to candidates to find the ideal fit for both parties. For a closer look at the positions we help our clients fill, you can find a sampling of our successful searches below.
Asset Management Roles
  • Managing Director – Head of Investment Strategy
  • Managing Director – Head of Platform
  • Chief Investment Officer
  • COO
  • CFO
  • Head of Manager Research
  • Senior Alternative Investment Analyst
  • Head of Private Equity
  • Senior Real Estate Investment Analyst
  • Portfolio Manager
Wealth Management Roles
  • Private Client Portfolio Manager
  • Wealth Management Client Relationship Manager
  • Head of Family Office
  • Head of Client Advisory
  • Wealth Management Manager Research
  • Director of Wealth and Portfolio Advisory
  • Senior Financial Advisor
  • Senior Investment Analyst
Distribution Roles
  • National Sales Manager – Institutional Sales
  • Divisional Director
  • Regional Sales Director
  • Consultant Relations
  • National Sales Manager – Intermediary Sales
  • Wholesalers
  • RIA/Bank Trust/TAMP Sales
  • National Accounts
  • Head of Consultant Relations
  • Real Estate & Private Equity sales
  • Alternative Investment Sales & Investor Relations
  • Head of ETF sales
  • Sales Desk Manager
  • Sub-Advisory Sales
  • Private Client Wealth Management Sales
Marketing Roles
  • Chief Marketing Officer
  • Head of Institutional Marketing
  • Senior Digital Marketing Leader
  • Director of Marketing
  • Director – Global Product Marketing
  • Institutional Product Development Director
  • Intermediary Channel Marketing Director
Need Talent Outside of Asset Management? View Our Other Practice Areas Below

Additional areas of Expertise

Our Team Of Experts Are Here For You

When your company resource is people, you’ll want the best people resource!
Get in touch with us today and leave your hiring troubles behind you.

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