Stifel Capital Advisors

SG Partners is a woman-owned boutique executive search firm based in New York, specializing in the global financial services and alternative investment management industry. With over 30 years of industry experience, they leverage a deep-rooted knowledge and a vast proprietary network to deliver high-performing talent tailored to the dynamic needs of their clients. Committed to fostering long-term partnerships, SG Partners serves as trusted strategic advisors, utilizing data-driven methodologies to ensure diversity, equity, and inclusion in their candidate slates. Their client-centric approach emphasizes transparency and trust, resulting in a high client retention rate and outstanding return on investment for recruitment efforts. Generated from the website

Proctor Investments is a financial services firm based in New York, NY, specializing in investment management and advisory services for a diverse client base. With a focus on strategic planning and risk management, the company aims to help clients achieve their financial goals through personalized and comprehensive investment solutions. Generated from their business information

Shanholt Glassman Klein Kramer & Co. has joined forces with Katz Sapper Miller, becoming part of a renowned advisory tax and audit firm known as KSM. With a focus on inspiration, insight, and technical expertise, the firm is dedicated to helping clients achieve their next significant goals. Operating from its New York office, KSM provides a comprehensive range of services to meet diverse client needs. The firm's professionals leverage their expertise to deliver tailored solutions aimed at fostering client success. Generated from the website