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
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