Welcome to Spidel Burnfin!

We’re an established, boutique executive search firm that works exclusively in the wealth management arena.

At Spidel Burnfin, we believe that developing relationships is the key to successful recruiting. Our proven track record comes from more than 25 years in the wealth management arena building a fruitful network and compounding trust with leaders and professionals in the industry.

Together with our carefully selected nationwide network of candidates, clients, consultants and influencers, we lead you to the best candidate for your opportunity.

Our Talent Search Areas:

Registered Investment Advisory Firms (RIAs)

  • C-Level Hire (CEO, CFO, COO, CCO, CIO)

  • Head of Family Office Services

  • Director of Investment Research

  • Director of Financial Planning

  • Head of Estate Planning/Senior Wealth Strategist

  • Senior Wealth Advisors

Single and Multi-Family Offices (SFO and MFO)

  • C-Level Hire (CEO, CFO, COO, CIO)

  • Investments

  • Relationship Management/Client Service

  • Tax

  • Advanced Estate Planning

  • Trust

  • Accounting/Finance