Patrick Casey & Associates

Patrick Casey and Associates LLC is an executive search firm founded in 2004 specialising in recruitment and placement of financial advisors in the wealth management industry. The firm serves the most respected wealth management firms in the industry including wirehouses, boutiques, banks and independent platforms. Each client firm offers something different for advisors, and the company works to match advisors with firms best serving their clients and objectives after discussing business goals and benefits of each client firm.

The company works with advisors looking for a change or investigating the market, providing experience and expertise to help advisors achieve their career objectives. Patrick Casey and Associates LLC develops a strategy for each search including job description, sourcing and recruitment, interview process and selection criteria. The company provides feedback throughout the search process and keeps clients informed of progress, building trust and confidence. Services emphasise open discussion of client goals and expectations to ensure precise matching.

As the wealth management industry continues to evolve, the firm has expanded to work with advisors exiting the business, providing expertise for practice sales or sunsetting programmes. The company has built a reputation among clients who report high satisfaction with performance and values working with a range of clients including large and small firms, RIAs, independents, banks and wirehouses.