Courtney Raymond Consultants

We began in 1995 as a one-woman boutique recruiting wealth managers for brokerages and private banks. In the decades that followed we've been honored to work with some of the biggest names on Wall Street, facilitating thousands of transitions representing $55B in AUM. In all negotiations, information is power.

We can tell you which firms have the best deals. We can brief you on your target's platform, support and culture. Once we've agreed on a target firm, we will make the introduction in a context that maximizes your negotiating power. You're in charge! Transition confidently with one of the most respected Wealth Management specialists in the market.