Replacing the Family Office Chief Investment Officer

Our client was a technology executive’s family office located in the Southeastern U.S. The founder wanted to grow the fund’s assets and continue to expand their core strategies, and he and the current Chief Investment Officer agreed that they needed to bring an experienced asset manager.

Four months and one day after the kick-off, the successful candidate accepted an offer and started a week later. With roots in the Midwest, the candidate was happy to move quickly and to relocate away from the East Coast. His prior experience and his personal temperament were ideal for the client. He had spent nearly his entire post-graduate school career managing event-driven and long/short equity portfolios for multi-billion dollar hedge funds. The client has its new Chief Investment Officer and the firm is now on a path towards growth.