The Business

Executive Search

We focus on serving the executive search needs for a broad cross-section of financial services companies. Orchid Network's mission is to find talent that will thrive in your environment. To accomplish this, we practice a consultative approach where both parties are best served by fostering a long-term relationship, with the mutual goal of securing the best candidate for the current opportunity, and building effective leadership teams from which competitive advantages emerge. We possess the resources and distinctive competence to identify, source, and place senior management, as well as middle management, and are ready to share our engagement process and success with your organization.

Sampling of completed searches:

  • Chief Marketing Officer, Oppenheimer & Co.
  • Head of Wealth Management, B.C. Ziegler & Company
  • Director of Private Client Advisors, William Blair & Company
  • Head of Strategic Initiatives, BMO Harris Private Bank
  • Head of Compensation, Chase Wealth Management
  • Sales & Investment Consultant, William Blair & Company
  • Business Manager (Reporting to CFO), Chase Wealth Management
  • Director of Human Resources & Marketing, Geneva Investment Management
  • Wealth Planning & Marketing Specialist, William Blair & Company


With extensive experience and an expansive network in the financial services industry, Orchid Network has a deep appreciation for, and understanding of, organizational structure, talent acquisition, diversity, business development, advisory transition, and the wealth and asset management businesses in general. We have consulted with both organizations and individuals to accomplish their needs and goals, and are ready to help you.

Being able to recognize industry issues, develop creative solutions, and make business-to-business connections to solve those issues is what we do well. Orchid Network has built strategic partnerships through The Orchid Alliance to deliver creative solutions to financial services companies. The partnerships were carefully and mindfully chosen for the organization's specific expertise, infrastructure, scalability, understanding of the issue at hand, and the ability to deliver on a real solution. Coupled with Denise's knowledge of the business, and her professional network, these partnerships have proven to be very successful in delivering solutions to meet the needs of wealth and asset management companies.