Jon Bartick
Specialist Wealth Management Recruiter - Bridging the gap from a job to career/life changing opportunities
- Role
- Vice President - Wealth Management Search at StevenDouglas
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jon Bartick
I have used my valuable experience in both financial sales and the search arena to complete high level and confidential searches for financial service professionals in both the public and private sectors.Through a practice of spending more time listening and asking questions, I have developed strong relationships with clients and candidates, forging partnerships that have enabled me to successfully guide and deliver top caliber candidates. As a result of my reputation for taking great care of clients and candidates, and always serving their best interests, the majority of my business comes from referrals. Candidates trust me to represent them for discussions about various opportunities, due to my knowledge of and experience within the Wealth Management recruiting business.A few of the clients that I have assisted include: Bessemer Trust, Bernstein Global Wealth Management, BNY Mellon Wealth Management, City National Bank, Neuberger Berman and Wilmington Trust, among many other premier boutique firms.My philanthropic activities have included involvement with the United Way of King County, Puget Soundkeeper Alliance and Youth Care. When I\'m not working, I am spending my time walking/hiking, kayaking, landscaping and listening to music; mostly (if not always) with Laura, my best friend and life-long spouse.
Experience
Vice President - Wealth Management Search
Jan 2004 — Present
StevenDouglas, a leading boutique, search and interim resources firm, has been a recognized leader in identifying and providing access to top talent for corporate clients since 1984. Our client base is industry agnostic and ranges from start-ups and emerging middle-market to Fortune 500 companies and public, private and private equity owned firms. Our Firm has been ranked (in terms of revenue) by Hunt Scanlon as the #1 executive search firm based in the state of Florida,#2 in the Southeast, and #23 in the country.
Education
Indiana University Bloomington
Bachelor of Arts, Psychology
1988 — 1991
Skills
- Wealth Management
- Alternative Investments
- Asset Allocation
- Strategic Financial Planning
- Retirement Planning
- Investment Management
- Investments
- Financial Services
- Series 7
- Series 63
- Hedge Funds
- 401k
- Wealth Management Services
- Investment Advisory
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