Senior Managing Director
President-Search
Gladstone Group Inc.
Philadelphia
Steven brings over a quarter century of experience leading Asset and Wealth Management Executive Search & Consulting for DAK Associates. At Gladstone he supports new client development and oversees Buy-side and Sell-side engagements, across all phases of the process.
In addition to his roles in Search and M&A Brokerage, Steven has been a major contributor to the Envestnet Institute on Campus initiative. He earned his FINRA 79 license in 2022.
“Information and Intelligence — these are the common denominators for our clients and for us. We offer both, whether you’re looking for the best candidate, the most competitive data, or a more elaborate lift-out to complete your company’s strategic vision.”
Steven brings over a quarter century of experience leading Asset and Wealth Management Executive Search & Consulting for DAK Associates. At Gladstone he supports new client development and oversees Buy-side and Sell-side engagements, across all phases of the process.
In addition to his roles in Search and M&A Brokerage, Steven has been a major contributor to the Envestnet Institute on Campus initiative. He earned his FINRA 79 license in 2022.
“Information and Intelligence — these are the common denominators for our clients and for us. We offer both, whether you’re looking for the best candidate, the most competitive data, or a more elaborate lift-out to complete your company’s strategic vision.”
