about

Spidel Burnfin is an executive search firm that specializes in the wealth management space.

Company Type
Banks (Private Client or Wealth Management Group)
Investment Management Firm
Trust Company
Fee-Only Financial Planning and/0r Asset Management Firm
MFO (Multi-Family Office)
Single Family Offices

Areas of expertise within wealth management
Financial Planning
Investment Advisory
Portfolio Management
Private Banking
Client Relationship Management
Trust and Estate Planning
Individual Income Tax Planning
Investment Research


11805 n. pennsylvania st. carmel, in. 46032 317.733.6287 | 70 w. madison, suite 400 chicago, il. 60602 312.583.0055