Investments & Wealth Management

Integrity. It’s at the core of every private wealth management relationship. Your clients value your insight, your discretion and your responsiveness. And they work with your team because you deliver a level of service they can’t find elsewhere.

It takes a special kind of financial talent to make your team. It takes a unique search firm to identify the select few, worthy of your consideration.

Wealth Management Firms, RIAs, Trust Companies, and Private Banks rely on Smith & Wilkinson to assist in their executive search efforts. With our network of top-performers, and insight into the market, you can be assured you’ll choose from the very best in the industry, not just the readily available.

Integrity. Insight. Experience. Smith & Wilkinson.

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Amesbury, MA
Amesbury, MA
SVP, Chief Information Officer – Hanson, MA Smith & Wilkinson has been retained by Hanscom Federal Credit Union to manage the search for the Credit Union's next SVP, Chief Information Officer (CIO). Founded in 1953, Hanscom FCU has grown... More
Senior Commercial Underwriter – New York, NY Smith & Wilkinson has been engaged by a $30B New York City-based bank looking for a Senior Commercial Underwriter to join their team. With $19B in deposits and almost $20B in total loans, our... More
Digital Marketing Officer – Stamford, CT Smith & Wilkinson has been retained by Patriot Bank ( ) to manage the search for the Bank's first Digital Marketing Officer. Patriot Bank is a 24-year-old community bank... More
Chief Financial Officer – Worcester, MA Smith & Wilkinson has been retained by Bay State Savings Bank to manage the search for the Bank's next Chief Financial Officer (CFO). Headquartered in Worcester, Massachusetts, Bay State Savings... More