“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
“I had the pleasure of working with Dave on a recent placement – it was truly a great experience. He is a true professional, provided great insight throughout the process, and was always quick to provide follow-up and feedback at every step along the way. One of the best I’ve worked with in my 25+ years in financial services!”
-Rick Sterioti, Director, Investment Advisor at Ancora Holdings Inc.
“In our recent interaction with ECG Resources, Inc., we found the group to be professional, knowledgeable and exciting to work with for our recruiting needs. Your team has an excellent ability to target our requirements and provide qualified candidates which fit our management style and culture within the firms. We especially appreciated your quick response which fostered a successful placement and transition period. We look forward to continuing our winning business relationship with ECG in the future.”
-Ron Rubin, Managing Principal at Bridgewater Wealth and Financial Management
Eva was an excellent advocate. She was honest, open, and thoughtful in her discussions with me. She reached out to me and helped me evaluate an opportunity I didn’t even know existed. I strongly suggest any firm or individual looking to find the right fit to reach out to her. I unequivocally recommend Eva.”
-Brandon Beckner, CFP, Financial Planner at EP Wealth Advisors
“Dave is wonderful to work with. He takes the time to make sure you are informed and he is very diligent about following up.”
-Katherine Rose, CFA, Sentinel Trust Company
“Dave was terrific during the entire process of finding me a new opportunity. He was informative and responsive and was a true help the entire time. He kept me updated throughout even when he was out of the office. He was a strong advocate for me as well. Dave worked hard to ensure all of my questions were answered. He had a strong rapport with the hiring company and he makes sure he is looking for long-term partnerships for both sides. I truly appreciate all of Dave’s hard work and cannot thank him enough.”
-Andy Volpp, MBA, CTFA-Client Advisor at Whittier Trust Company
“Dave was great throughout the entire interview process. He wasinformative and responsive the entire time. I truly appreciate his advocacy throughout the entire process”
-Erica Abarca
I would highly recommend Dave and his company to anyone. He has guided me every step of the way. He is very professional,knowledgeable, and focused and is always willing to answer any questions and provide a feedback. He is truly one of the best recruiters I have worked with.”
-Muhammad Yousuf Saya, Tax Accountant
“Dave Glaser and his team at ECG Resources, Wealth management did a great job in pairing my skills and experience with one of the top fortune 500 companies. Dave communicated consistently throughout the vetting process, provided coaching on what to expect from the initial phone interview as well as the in-person interview. I highly recommend ECG to assist you in finding your next career path. Thanks for all your help Dave.”
-Claudia Ralston, Tax Accountant, National Wealth Management Firm
“Working with Dave was an absolute pleasure. The whole team is very knowledgeable and professional. Highly recommend using them!!!”
-Raja Raza, CFP, ACCA
“Dave made the search for a new career opportunity very simple and enjoyable. He gave you the resources you needed to go into each interview as prepared as possible. If I’m ever looking for another career move again, I will most definitely reach out to Dave for his assistance!”
-Hope Jack, Tax Associate, National Tax Group
“Dave was great to work with! During the whole process, I was informed, everything went smooth and I got the position I was looking for.”
-Ryan Hypke, CFA, Senior Investment Advisor, Sentinel Trust Company
“Great experience working with Dave and his team. They were proactive throughout, which facilitated a seamless transition.”
– Brian Sonby CFP, Wealth Planner, Top Tier Wealth Management Firm
“Dave was wonderful to work with. He was straight forward, kind, and great at his job. He got back to me right away each time I called or texted. Dave helped me find my dream job! I will forever be grateful for Dave and his team. Professional and timely in a process where usually you don’t hear back for days. Thank you, Dave!”
– Jen Murray, Client Relationship Advisor, Wealth Management Firm
“Dave recently helped me transition from public accounting to the wealth management sector. He did a great job of listening to exactly what I wanted in a job and was very honest with me throughout the entire process. He always kept me up to date on new opportunities that arose and was always willing to make time to answer any questions I had.”
-Matt Regan, CPA, Leading Fee-Only Private Wealth Management Firm
“I recently had the pleasure of working with Dave. I found Dave to be very knowledgeable about the financial services industry and a great resource. Him and his team are extremely straight forward and responsive. I’d recommend Dave to anyone in the industry who’s exploring career opportunities.”
– Robert Sherman, CPA, PFS, CFP®, MST, Associate Director at Leading Wealth Management Firm
“I highly recommend Dave and his firm for finding your next great job! Dave connected me with an amazing opportunity, and made the entire process—from application to interviews to offer negotiations—seamless and transparent. He was extremely professional, helpful, and supportive throughout, and his support staff made scheduling a breeze. I really appreciated Dave’s attention to detail in helping me prepare for interviews, and his constant communication made me feel supported and valued. Dave’s experience with recruiting was invaluable during the offer negotiation process, and he kept me in the loop every step of the way. I can’t thank Dave enough for helping me secure an amazing new job! He’s truly the best of the best!”
– Kathryn McArdle, Family Office Associate
“I recently had the pleasure of working with Dave and his ECG team. From the initial contact all the way through the end of the search process, the experience was first rate. I really appreciated the time that Dave invested in getting to know me and making sure that I was a good potential fit for his search client even before the initial conversation with them. He ran the interview process in an open and transparent way…there were no surprises along the way. His prep and debrief sessions were timely and very helpful. Logistics were always clearly communicated. All in all, a very positive experience and I would not hesitate to recommend Dave and the ECG team.”
– Tim Rahr, Business Transition Advisory at Wells Fargo Private Bank
“I can’t recommend Dave and his team at ECG enough. I had the opportunity to work with ECG during a search process that they were running. Dave was very professional and has outstanding long-term relationships with his core clients. He is effective throughout the process at setting expectations, helping one prepare and in addressing key issues as they arise. ECG understands its clients and works in a professional manner to get things done.”
– James Morgan, Experienced financial professional
“Dave is a consummate professional and highly skilled in his craft. He not only has the deep knowledge and experience necessary to be successful, but it is clear he also cares deeply about his work and his clients. Dave is a man of his word and you can count on him to provide straight answers. I highly recommend Dave and the staff at ECG Resources. They all go above and beyond what is required to provide exceptional service and results.”
-Jeffrey L. Carson J.D., LL.M., CPWA
“Dave was by far the best recruiter I have worked with. From our very first introductory conversation I knew he was extremely knowledgeable in his field and interested in my needs, my requirements and finding the perfect fit for me. Dave took the time to discuss my goals, what I was looking for and to look at my resume and help me write it correctly. He was instrumental in preparing me for interviews and was always available at anytime of the day/night to answer my questions. He was extremely attentive and always followed up immediately after an interview and as soon as he heard any news. Dave has many great clients and presented intriguing positions to me as soon as he felt I could be an attribute to their team. I would highly recommend Dave to anyone looking for an Executive level role in the financial industry and I would be more than happy to be a reference for him to anyone looking for help in this space.”
– Daniel Buchsbaum, Director of Operations at Joel Isaacson & Co., LLC
“It was a pleasure working with Dave and ECG Resources. He and his team possess a deep knowledge of the Wealth Management arena and work with a wide network of well-established individuals across a variety of job disciplines. They take the time to get to know each candidate and carefully consider their career goals when placing them to ensure a good fit. Dave is professional, thorough and consistently going the extra mile. I have truly enjoyed working with him and would highly recommend him.”
“Dave helped me when I didn’t know that I needed help. He is a consummate professional who understands the Wealth Industry like few others. I trust his advice and can’t thank him enough for working with me.”
-Trey Tally, Wealth Strategist at Diversified Trust
“Since moving to NYC a few years ago, Dave and ECG Resources have been a great resource. He and his team listened to my career goals and put me in contact with the people and firms that best suited my goals. I don’t think of Dave as a headhunter, but more as a partner. Dave and ECG don’t just get you interviews, they get you the right interviews. I recently changed firms, and the excitement I had for the new position was echoed by the whole team at ECG. The receptionist answered the phone, knew who I was and congratulated me on accepting the new position. With ECG, you feel like a part of the family, your success is theirs as well. It has truly been a pleasure to work with ECG Resources, and I cannot thank them enough for putting me in contact with the right people.”
-Ryan Daniels, Financial Analyst at Goldman Sachs Family Office
“Dave and his team were everything I wanted in a placement firm, extremely professional yet approachable. I worked with Dave directly and throughout the process he was supportive and helpful – it had been some time since I last interviewed and he willingly provided coaching and advice (that I didn’t even realize I needed until I was in the thick of it!). Most importantly, my search was confidential and my resume was only being sent out to positions I was interested in. Dave was careful to screen who and where he sent my information and was never pushy. I truly felt that Dave and his team had my back and during salary negotiations, he suggested what was best for me long term at my new firm. I was able to be frank and open with him and he always gave me his honest opinion. I would (and have) recommend Dave and ECG to all my friends and anyone looking for a position in the wealth management field.”
-Rachel Vidal, Daszkal Bolton-Private Client Services
“I would highly recommend Dave and his company to anyone. He has guided me every step of the way with the steps needed to land my dream job. He was sure to keep me updated even if it was after hours or weekends. He is very professional, knowledgeable, and focused on what is best for both the employer as well as the candidate. He is always willing to answer any questions and provide any feedback needed to be sure you are prepared. He is truly one of the best recruiters I have worked with and has made a lasting impression on me.”
-Wanda Jackson, MBA, Assistant Vice President- BMO Trust Company of Delaware
“In my dealings with 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 that 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
“Dave is the type of recruiting professional who takes the time to gain a deep understanding of both his client, and the candidate. This leads to properly managed expectations and facilitating the right fit. His tenure and specialization in the wealth management industry is extremely valuable.”
-Alessandra DiMauro, CFP, AEP, Financial Counselor at Resnick Advisors
“I highly recommend Dave. He has deep knowledge and experience in the industry and he and his staff are very professional. Dave has access to unique opportunities that I did not see from other recruiters.”
-David Paley, Managing Director at Leading Independent Investment Management Firm
“Dave serves not just as a recruiter, but as an active, strategic advisor, an overall mensch. Specifically, 1: he introduced me to a philanthropy contact to garner an informational interview, 2: actively guided me on negotiations for opportunities not even listed with him, and 3: took my calls on several weekends. He is someone I trust to advance my best interests.”
-Julia Chu, Head of Philanthropy, Director at Credit Suisse
“I had the pleasure of working with Dave during my career transition to Goldman Sachs. He was immediately dedicated in helping and even provided support in ways I didn’t even know I needed assistance in. His advice was extremely valuable, intelligent and thorough, plus I could always count on him to follow up before I even reached out. I highly recommend him to others and will continue to do so. Thank you very much Dave!!”
-Hyun J. K., Wealth Analyst at Goldman Sachs
“Dave was instrumental and patient in coming across the right opportunity for me with such a great firm. You could clearly tell from the very beginning that his drive and passion was to ensure that I found not just any job, but my dream job. His experience in wealth management is unprecedented as he is extremely knowledgeable of the field and what employers are looking for to ensure that it is a right fit for everyone. One key quality that I found stood out to me in comparison to other recruiters was that he was very diligent in staying connected throughout the interview process before and after. He always made a point to give honest advice and guidance throughout our experience together. In short, Dave is excellent at what he does! Just take my word for it and reach out to him:)!”
-Lovelle Menzie, Experienced Senior Tax Consultant, Private Wealth at Deloitte Tax, LLP
“Dave has contacted me a few times over the years about positions, and I have always found him to be very friendly and professional, very knowledgeable about the position, the company, and the industry. Dave is a great listener, and he always endeavors to fully understand what is important to me in my career, and we have had more than one conversation in which together we concluded the position about which he was calling me was not going to be the right move given my career objectives. Our most recent conversations resulted in me accepting an offer which turned out to be a great move for my career, and Dave was very helpful and patient as I completed my rigorous due diligence about the position, the firm, and the people. When I told Dave in the middle of the interview process that we needed to take a break so that my family and I could take a planned trip to Europe without me having to respond to emails or phone calls, he respected that request and contacted me again shortly after our return. I highly recommend Dave to employers and, to potential candidates I say, always take his call–you’ll enjoy the conversation and probably learn something, even if it does not result in a new job for one reason or another.”
-Angelo Loumbas, Senior Wealth Planning Strategist at Wells Fargo–The Private Bank
“I had the great pleasure to work with Dave Glaser and his firm throughout a very rigorous job interview process. This was my first experience working with an executive search firm and Dave and his team set the bar exceptionally high. Dave’s professionalism and comprehensive industry-specific knowledge stood out from the outset. Dave kept me regularly informed of progress, being very timely in communication, forthcoming with feedback, and making a tremendous investment of time to prepare me for each interview. Dave was very involved with every step of the process, regardless how tedious, and I could not have prepared for or performed as well throughout the interview process without his expert coaching. What made the entire experience all the more rewarding was Dave’s brilliant attitude and personality. I am truly indebted!”
-Kristina Segesvary, Vice President, Wealth Strategist at Goldman Sachs
“I had a really excellent experience working with Dave through the process of making my next career move. Everything was incredibly easy: he was able to help me identify a company that would be a great fit for me, followed up with me regularly to ensure I had the information I needed to move forward with the interview process, and offered helpful advice at every juncture. His experience in the private client arena is second to none and I would unequivocally recommend him to anyone considering changing jobs in this field.”
-Charlotte Hoppe, Tax Manager at Apercen Partners LLC
“Being an expert in the field, Dave has made the whole process easier and smoother than ever. He has deep and detailed knowledge about the position and the firm. It’s excellent to work with Dave, who is trustworthy, consistent and reliable. Big thanks to you, Dave!”
-Betty Vu, Tax Accountant at CTC MyCFO
“Dave is a first-class executive recruiter whom you can trust to get the best possible candidates for open financial services positions. A pleasure to work with.”
-Douglas Lundblad, Director, Fiduciary Advisory Services
“Working with you was a great experience. I cannot thank you enough for sticking with me through the recruiting and hiring process. I have no doubts that you played a major role in helping me to attain this opportunity. If I encounter any qualified candidates seeking employment in the wealth management field, I will definitely refer them to you. I sincerely believe this opportunity best aligns with my skillset and values. Again, thank you for your patience and coaching throughout this process, and I wish you and your staff the best of luck!”
– Fernando, MBA, Trust Administrator
“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
“Dave placed me in my dream job! He was with me every step of the way, even afterward, which is unusual. I have been in contact with many recruiters and you can tell which ones care about their candidates and Dave is definitely in that category. Dave brings a balanced perspective and was very thorough in his approach. I highly recommend working with Dave! “
– Cayce Craven, Director at CTC myCFO
“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
“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
“Dave goes above and beyond any other recruiter I have encountered. He does not try to place you in any job just to get a commission. He really gets to know you and makes sure that the opportunity is a match for both parties. He works with great, well-respected firms and he was able to help me achieve my dream firm! I wake up really happy to go to work everyday and it is all thanks to Dave! During the process, Dave became a close, trusted friend who I could speak with comfortably about any aspect of the recruiting process. I was astounded by the amount of time and effort he puts in to make sure you get what you want. He does not give you any pressure and gives you ample time to make your decision and take the process one step at a time. I do not know too many people that would give up part of their personal time during the weekends to call you to make sure you are calm and relaxed while awaiting an offer. He is absolutely top-notch!”
– Guido H. Jimenez, Jr., CPA, Wealth Analyst at Goldman Sachs
“Dave and his team at ECG are top notch recruiters and well respected in the wealth management industry. Dave has deep industry knowledge and is very well connected. Dave took the time to really listen to what I was looking for and then helped me find the right opportunity. He was interested in making sure I was a good fit for the company and that the company was a good fit for me. I was impressed with the amount of time Dave dedicated to guiding me through the process. His advice was invaluable.”
– Lincoln Fleming, Wealth Advisory Services at Goldman Sachs
“I’ve used Dave’s services both as a client when I was looking to hire and as a candidate – Dave successfully placed me in a great role. Dave is sincere, thoughtful, diligent and insightful; he truly goes the extra mile to find the right match. I hold Dave in the highest regard and unequivocally recommend Dave and the ECG Resources team.”
– Francine R.S. Lee, Wealth Management/Tax Attorney/Business Development
“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 R. Rapoport, CFP, Wealth Advisor at Blue Water Advisors
“Over the course of my career I’ve worked with many recruiters at some of the top financial services companies in the world but my experience with ECG Resources was by far the best I’ve ever had. What impressed me the most was the high level of communication and transparency throughout and the process and this made me very confident that the opportunity I was pursuing was the right one. I now have started a new chapter in my career with a fantastic firm and I know I would have never even known about the opportunity if it wasn’t for ECG Resources. I already have and will continue to refer high quality candidate’s to ECG Resources because I know they will be treated well and they will be matched up with a role that is right for both the employee and the firm.”
– Casey Robinson, CFP®, Wealth Planning at Waldron Private Wealth
“Dave is very knowledgeable of the wealth management industry and he did a great job presenting the right opportunity to me. He’s very personable and his follow-up is impeccable.”
– John McGowan, Director at CTC | myCFO
“Dave and his team do incredible work for their clients. They were very helpful in connecting me with a great opportunity.”
– Matthew Mozer, CFP®, Wealth Planner, AVP at Wells Fargo Private Bank
“Dave is definitely a leader in his field. As someone transitioning from a corporate background to a career in high net worth individual taxation Dave was the right person and ECG Resources the right firm to turn to. Dave listed to what I wanted and understood what I was looking for. He spent the time to find the opportunity that was right for me.
Dave provided the results I was hoping for and I highly recommend anyone interested in an opportunity in wealth management to contact Dave and ECG Resources.”
– Adriana Puente, Tax Associate at BDO USA, LLP
“It’s with pleasure that I recommend Dave and his team at ECG. They are by far the best recruiting professionals that I have ever worked with. They are responsive, accessible, and knowledgeable of the industry. I would recommend them to any of my friends.”
– Allen Lin, Tax Manager at Harris myCFO
“I was introduced to Dave Glaser this past spring through a friend and former colleague. Dave and his entire team at ECG were an absolute pleasure to work with from start to finish. From the outset, Dave took the time to fully understand the type of role and firm I wanted and was mindful of that throughout the process. His extensive connectivity in the industry was evident through the number of quality opportunities he presented to me which were all consistent with my stated objectives. As a result, I could not have hoped for a better outcome. Dave is a consummate professional and I will highly recommend him and his ECG team to anyone working in the wealth management, financial planning or financial services fields.”
– Tim Fisk, Wealth Advisor at Glenmede
“Dave Glaser and the team at ECG are top tier recruiting professionals. I’ve known them for years and finally had the pleasure of engaging them for a mandate this year. Their work was exceptional – they understood what I was looking for and brought a first rate slate of candidates. They were great partners and managed the process with the highest level of professionalism and standards of care.”
– Susan Mucciarone, Director, Wealth Services
“Dave is a first class executive recruiter whom you can trust to get the best possible candidates for open financial services positions. A pleasure to work with.”
– Douglas Lundblad, Director, Fiduciary Advisory Services
“Without hesitation, I recommend Dave. He is a knowledgable, accessible and well connected professional who is genuinely interested and knows the market environment. It is a pleasure to work with him.”
– Jory Zimmerman, In House Trust Counsel
“Dave is amazing. I began working with him and he got right to the heart of the matter. His expertise and connections within his field were the best I have found. I highly recommend him and look forward to working with him in the future.”
– Wendy Craft, EVP/General Counsel MFR Equity (SFO)
“I have been working with Dave since 1992, when I was at Citibank. Dave actually placed me at Citibank. I have watched Dave build a very successful company over the years! I have found Dave to be understanding, knowledgeable, extremely personable and a joy to work with. His effectiveness and knowledge of the market are excellent. I highly recommend Dave for anyone looking to hire in the banking, financial services, MFO, SFO, legal or CPA professions. Tell Dave I sent you and you will receive a 10% discount! Just kidding of course!!”
– Al King III, Co-Founder & Co-CEO at South Dakota Trust Company LLC
“Dave is a seasoned executive recruiter with deep relationships on both the client and candidate sides of the table. He is extremely thoughtful when putting candidates together with hiring firms and he has an excellent reputation in our industry. Dave is a proven success and I look forward to working with him again from the client side.”
– Thomas MacKay Belden, Senior Vice President, Wealth Advisor at Wells Fargo Private Bank
