An Executive Search Firm Specializing in the Asset & Wealth Management Industry

Founded in 2010, Alacrity Advisors is a boutique executive search firm specializing in Asset and Wealth Management Alacrity Advisors provides big search firm experience with the high touch and focused approach that only a small firm can offer We limit the number of searches we work on at a time to ensure that each client receives the highest level of service and attention We have a rigorous search process, are tenacious, provide frequent communication, and are mindful of our clients’ time and needs The result: Searches are completed successfully with alacrity!

• Over three decades of executive search experience in the Asset & Wealth Management industry, partnering with both large global and boutique clients to recruit exceptional candidates for a variety of functions
• The majority of Alacrity’s clients are repeat clients, a testament to our industry knowledge and ability to identify and attract the best candidates
• As a result Alacrity’s off-limits list is small compared to our larger competitors

• A list of relevant searches and references are available upon request
• We only work on three searches at a time, enabling us to dedicate the resources and time necessary for each search
• Clients feel confident knowing exactly who is representing their brand in the marketplace and with potential candidates
• Candidates are developed and interviewed by Julie Stevenson
• Alacrity’s approach was created to leverage the best practices we’ve compiled over our years in the industry
• Our process is focused on delivering qualified candidates to our clients with alacrity
• We conduct original research for every search guided by our extensive network and proprietary database
• Understanding that it is top of mind for many firms, we strive to provide a diverse slate of candidates on each search
• Our unique model of client collaboration drives the search to a successful offer

Julie Stevenson leverages three decades of executive search experience to recruit senior level professionals in Asset & Wealth Management

Prior to co-founding Alacrity Advisors in 2010, she was a member of the Asset & Wealth Management Practice at Russell Reynolds Associates for twenty years While at Russell Reynolds she served as an Executive Director of the firm, as well as the Head of the U S Asset & Wealth Management Research Team Previously, Julie was a Consultant for Whitehead Mann and its predecessor Pendleton James

Julie has a BA in Political Science from Wheaton College and resides in Boston with her husband and Jack Russell Terrier, Henry

• Investments (Chief Investment Officer, Portfolio Manager, Investment Analyst, Client Portfolio Manager, Investment Officer, Quantitative Research Analyst)
• Distribution (Head of Institutional Sales, Consultant Relations,Institutional Portfolio Manager, Investment Director, Business Development Officer-Wealth Management)
• Marketing (Head of Corporate Communications, Head of Thought Leadership and Content Strategy, Head of Product Development, Vice President, Marketing-Intermediary Channel, Vice President Strategy and Market Insights)
• Technology, Compliance, Risk (Chief Information Officer, Deputy Chief Information Officer, Chief Data Officer, Chief Compliance Officer, Head of Investment Risk and Analytics, Director of Model Risk)
• Unbundled Search Services: Candidate Identification and Development