Recruitment advisory services for wealth management professionals and firms
Quantum Advisory
Mike Lee
Mike Lee is CEO of Quantum Advisory, where he and his partners provide recruitment and transition advice to wealth management professionals and firms. With over 35 years of experience, he has held senior roles at First Republic PWM, J.P. Morgan, Smith Barney and Merrill Lynch
Over the years, he has helped advisors build successful team structures and has helped them grow and improve their business management practices. Previously serving as a Financial Advisor to clients has helped him to understand firsthand, the challenges and breakthroughs a team encounters in an ever-changing industry. He has also helped many professionals find a better firm or workplace so they may thrive.
Currently, he helps financial advisors find the right fit at wirehouses, RIAs, independent firms, regionals, private banks and boutiques. This is free of charge to the advisor teams as compensation is provided by the hiring firm, including M&A work.
Mike grew up in the Chicago area, attended Indiana University where he earned a B.S. in Accounting and played quarterback for the Indiana Hoosiers. He currently resides in the New York area with his wife for the past two decades where they raised two children. He also currently serves on the Board of Directors for Long Island Youth Mentoring, an organization that helps support fatherless kids.
The Experience
11 years
Merrill Lynch,
Regional Vice President
11 years
Smith Barney/Citigroup,
Complex Director
11 years
J.P. Morgan Advisors
Regional Managing Director
NYC, NY Metro, Philadelphia, Miami
4 years
First Republic PWM
Managing Director
New York, Florida
Our Services
Professionals
If you are looking for the next transition in your career, Quantum Advisory may be the right partner for you. We provide coaching, guidance, and a clear understanding of how to best navigate the next stage of your career. We’ll be your biggest advocate when it comes to finding the strongest and most relevant opportunities within the wealth management industry.
Firms
CEO Mike Lee’s 35-year long career was built on connecting firms with elite talent that elevates the performance of the organization and the individual in tandem. Our ethos revolves around maximizing the potential of every stakeholder throughout the hiring process.
How Quantum Advisory can help you
Tailored Recruitment Solutions
Our approach is not one-size-fits-all. We understand the nuances of the wealth management industry and customize recruitment solutions to align with your specific needs, ensuring a seamless integration of talent into your organization.
Access to Elite Talent
Quantum Advisory serves as a gateway to a pool of elite wealth management professionals. Benefit from our extensive network cultivated over decades, enabling you to access top-tier talent primed to make an impact in your organization.
Industry Insights and Expertise:
Partnering with Quantum Advisory means leveraging Mike Lee's industry experience. Benefit from his strategic guidance, honed over 35 years in esteemed positions at Merrill Lynch, Smith Barney/Citigroup, J.P. Morgan, and First Republic Private Wealth Management.
Quality and Reliability
Trust Quantum Advisory's reputation for delivering quality talent. Our rigorous vetting processes ensure that only the most qualified candidates, aligned with your firm's values and objectives, are presented to you.
Long-Term Partnerships
We prioritize building enduring partnerships. At Quantum Advisory, we believe in fostering long-term relationships with our clients, providing ongoing support and assistance in talent acquisition and retention.
Let’s work together.
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