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Company Description
Alacrity Advisors, Inc. is a boutique executive search firm founded in 2010 that specializes exclusively in the Asset and Wealth Management industry. The firm blends big search firm rigor with the high-touch, focused delivery model of a small practice, deliberately running no more than three searches at a time so every mandate receives senior-level attention and disciplined execution. With more than three decades of executive search experience, Alacrity Advisors partners with global institutions and boutiques alike, earning repeat business that reflects its deep industry knowledge, small off-limits list, and track record of identifying and attracting top performers. The firm executes retained searches and complementary unbundled services, including candidate identification and development, compensation and benchmarking studies, industry mapping, and independent referencing, all supported by original research, an extensive network, and a proprietary database. Alacrity’s search expertise spans key functional areas across the investment lifecycle and distribution ecosystem—investments (e.g., Chief Investment Officer, Portfolio Manager, Investment Analyst, Client Portfolio Manager, Quantitative Research), distribution (Head of Institutional Sales, Consultant Relations, Institutional Portfolio Manager, Investment Director, Business Development for Wealth Management), marketing (Corporate Communications, Thought Leadership and Content Strategy, Product Development, Intermediary Marketing, Strategy and Market Insights), and leadership roles in technology, data, compliance, and risk (CIO, Deputy CIO, Chief Data Officer, Chief Compliance Officer, Heads of Investment Risk and Analytics, Model Risk). Clients include asset managers, wealth managers, banks, insurance companies, endowments and foundations, and family offices. The firm’s process emphasizes close client collaboration, frequent and transparent communication, and timely delivery, with a commitment to presenting diverse slates aligned to client objectives. Led by co-founder Julie Stevenson—formerly an Executive Director at Russell Reynolds Associates and Head of its U.S. Asset & Wealth Management Research Team—Alacrity Advisors provides senior-level counsel and execution that consistently drive successful, long-term placements completed with alacrity.
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