WELL-TIMED HIRE ACCELERATES WEALTH FIRM’S GROWTH

An investment management firm overseeing $7–8B in assets set out to hire its first financial advisor to help scale and strengthen a lean, high-performance team. With no internal recruitment capability, they partnered with Evolve to conduct a targeted, multi-channel search of 81 qualified candidates. The resulting hire brought a rare mix of technical skill, client relationship expertise, and business development drive, quickly fueling growth and operational efficiency.