“It has been a pleasure working with you and ECG Resources. Your experience and guidance through the process provided immeasurable benefit. Routine status updates and consistent communication was very helpful. I would strongly recommend you and ECG Resources.”
Jave R, Senior Wealth Planning Strategist, Wells Fargo
ECG Resources, Inc. has provided talented wealth management professionals to us for several years. From my initial interaction with the team as a candidate, to working closely with them to complete the build out of our national practice, they have been an important resource and partner. Their honest and direct style, combined with their ability to find top talent, have earned them the status of “trusted advisor.” I appreciate their understanding of both the wealth management industry and our unique company culture. They have been very adaptive as we have occasionally modified our searches to account for geographical anomalies. Their national reach has been of great value to us. I look forward to continued success in our partnership with ECG.
Managing Director, Wealth Strategies Group, Global Investment Bank
In my dealings would ECG Resources I found every person I dealt with to be extremely professional from the person who answered the phone to the President of the company. I explained the type of professional we needed and they were able to provide us with good, qualified and accomplished candidates. Our search for the right person didn’t take long because we were able to draw from the select candidates they sent us.
Partner, Boutique Financial Planning Firm, NYC
I was not really actively looking for a new position, but had been in contact with ECG on and off for over 5 years, when Gary called me about an opportunity with one of his clients. He felt I was the right personality and skill set for the position he was filling, but I had some reservations as I had no interest in living in Miami. Gary thoroughly explained the position and the dynamics of the firm as well as the personalities of the Senior Managers I would be working with. That knowledge helped me decide to further explore the opportunity. Needless to say, Gary was right, once I flew in for the interview process and had met the key players in the market I felt like I had found a home. I have been with the firm for 9 months now and could not be happier with the fit!”
Renee’ C, Senior Wealth Planning Strategist
National Wealth Management Firm
“Gary and his entire team at ECG Resources were an absolute pleasure to work with! Not only did they take the time to listen to what I was looking for in a new position and firm, they did a great job of preparing me for my interviews, following-up with me afterwards, and negotiating my new compensation package. I highly recommend ECG to anyone who is looking to make a move within the wealth management field.”
Financial Planner, Global Multi-Family Office
“ECG is an outstanding search firm that provides high touch client service and goes the “extra mile” to understand the needs of their clients and matches them with the skills and personality of ideal candidates. I have relied on ECG in my capacity as an employer when I was looking to hire a talented wealth management professional to join my team and have put my trust in them again to help me in my personal quest, as I am currently searching for the next challenging chapter in my professional life. I unequivocally attest to ECG’s integrity, professionalism, compassion and drive. They are truly top notch!”
Executive, National Financial Services Firm
Current Search Candidate
“I have been speaking with Dave Glaser and the team at ECG Resources for over five years. We talked a few times a year. I shared updates on my career path and the team talked about the industry and openings they see. Dave introduced me to my current employer and provided lots of coaching to make sure I put my best foot forward. The team was available at all hours throughout my search. Working with ECG was a great experience and I’ve recommended Dave to a number of colleagues and friends looking for guidance in the planning industry.”
Matthew, Financial Planner, Boutique Wealth Management Firm, NYC
“Dave is a seasoned executive recruiter with deep relationships on both the client and candidate sides of the table. He has been a proven success and I look forward to working with him again from the client side.”
Thomas B, Senior Vice President, Wealth Advisor
Wells Fargo Private Bank
