Founder and President Alan Goldstein
Alan holds three decades of experience in executive search, with the last decade completely and solely focused on the global wealth management industry. Alan has built a solid reputation as a business consultant whose clients have run the gamut from small, single family offices in Miami to large, international private banks worldwide. Alan prides himself on being not only an executive recruiter placing talent, but also a trusted industry expert focused on client objectives and long-term growth. He continually seeks to cultivate business relationships with established and new clients alike. To that end, Alan attends numerous industry conferences such as Latin Markets events in Miami, Panama and Mexico.