FINANCIAL ADVISORS

Dedicated to Helping Advisors find the Best Fit and Future Possible for Them and Their Clients.

Koren Rogers Executive Search has an experienced Financial Advisor recruiting practice which is national in scope and represents over 25 years of industry experience hard at work for you.

How We Can Help

Our team has strong client relationships across all channels of wealth management – independence, banking, wire house and regional, boutique firms.

We work with both solo practitioners and teams to understand the advisors’ needs and values and provide them with multiple options to evaluate.

Our successful candidates range in experience and book size; we can effectively match candidates and their wants with clients and their needs.

Give Us A Call Today

Contact one of our recruiters below to get started

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DANA CRANE

Managing Partner
(914) 686-5800 x127

dcrane@korenrogers.com

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KATHY CAPUANO

Sr. Financial Advisor Recruiter
(914) 686-5800 x125

kcapuano@korenrogers.com

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KAREN BREW

Financial Advisor Recruiter
(914) 686-5800 x126

kbrew@korenrogers.com