Buyside Investment Management Recruiting

Recruiting Exceptional Investment Talent

An independently owned, conflict-free contingency search firm dedicated exclusively to the investment management industry — partnering with asset managers, registered investment advisors, family offices, and wealth management firms to recruit senior investment professionals who drive long-term performance.

1,000+

Searches Successfully Completed

Boutique

Exclusive Buyside Focus

100%

Directly Recruited — Never Advertised

National

Practice Based in Boston

Core Search Disciplines

Directly Recruited. Never Advertised. Never Outsourced.

Portfolio Management & Investment Strategy

Portfolio managers and senior investment strategists across fundamental, quantitative, multi-asset, and macro disciplines — at firms where each hire has meaningful, measurable impact.

Equity, Fixed Income & Alternatives Research

Analysts and research leaders with deep sector expertise, sourced through direct outreach to high-performing professionals not actively in the market.

Distribution, Sales & Business Development

Distribution leaders and institutional sales professionals who grow AUM, open new channels, and build lasting relationships with sophisticated investors.

Client Service & Relationship Management

Client-facing professionals who retain and deepen relationships with institutional, family office, and high-net-worth investors — from associates to managing directors.

Risk, Operations & Compliance Leadership

CCOs, COOs, risk officers, and operations leaders who bring the infrastructure expertise and regulatory integrity that investment platforms demand.

Senior Leadership Mandates

CIOs, CEOs, and Managing Directors recruited with maximum discretion for firms ranging from boutique managers to multi-billion dollar institutional platforms.

Why Tomer Search Group

Independently Owned. Conflict-Free. Exclusively Investment Management.

Our clients choose us for our discretion, our market intelligence, and our commitment to securing the right long-term hire — not simply filling a seat. We measure success not by the number of searches undertaken, but by the quality and longevity of our placements.

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One Industry. No Exceptions.

We work exclusively within investment management — no generalist assignments, no divided attention. Every relationship, every insight, every placement is buyside-focused.

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Every Search Directly Recruited & Partner-Led

100% of mandates are personally led by a senior partner. We never publicly advertise client mandates. All recruitment is targeted, confidential, and conducted with precision.

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Access to Passive, High-Performing Talent

We specialize in reaching investment professionals who are not actively searching — the high-performers who never appear on job boards but are open to the right conversation.

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Independently Owned & Conflict-Free

No outside investors. No competing priorities. We are accountable only to our clients and to the quality of every placement we make — from boutique managers to multi-billion dollar institutional platforms.

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1,000+ Searches. Proven at Every Level.

A track record of successful placements across the full spectrum of investment management organizations, built over more than two decades of exclusive industry focus.

When Clients Engage Us

Searches That Require Genuine Domain Expertise

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Too Specialized for a Generalist

The mandate requires deep investment knowledge that a broad-based recruiting firm simply cannot provide. Precision matters — and domain expertise is non-negotiable.

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Access to Passive Talent Is Critical

You need professionals who are performing at a high level and not actively in the market — candidates who require direct, trusted outreach to engage.

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Speed & Confidentiality Are Essential

The search must move efficiently and quietly. Discretion is paramount — whether for a sensitive replacement, a new strategy launch, or a team build.

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A Prior Search Didn't Deliver

A previous search effort — whether internal or through another firm — did not produce the right result. You need a partner with a different approach and a deeper network.

About Tomer Search Group

We Make Game-Changing Connections

Hiring exceptional people has significant impact on the success of a company. As an independently owned and operated business, we recognize the importance of attracting and retaining the best and brightest.

Our team of veteran search professionals have developed long and trusting relationships and established extensive industry networks. We are committed to providing comprehensive and personalized search experiences to every client and candidate we serve.

Founded in 2004, Tomer Search Group has a long and successful history of helping our clients prosper by identifying and recruiting talented individuals who drive long-term performance — across investment management, wealth management, and the broader buyside community.

2004

Year Founded

Boston

New England & Beyond

"Our clients choose us for our discretion, our market intelligence, and our commitment to securing the right long-term hire — not simply filling a seat."

Dave Tomer · Founder & President

Meet the Team

The People Behind Every Search

Dave Tomer

Founder & President

Dave has been a leader and innovator in the recruiting industry for more than thirty years. In 2004, he founded Tomer Search Group with a mission to connect elite investment management organizations with top-tier talent.

Brock Tredway

Chief Operating Officer

Joined Tomer Search Group in 2009. Primarily focused on marketing, business development, and relationship management in the financial services industry. Previously VP at Toronto-Dominion Bank and held executive roles at Allstate, Aon, and AEGON. Cornell University graduate.

Jeffrey DeLangie

Sr. Chief Technology Officer

With Tomer Search Group since inception. IT industry veteran and entrepreneur with 20+ years of experience. Founded TCONet in 1998. Previously at Wang Labs, Digital Equipment Corp, and HP. Holds a BS in Computer Science and MS in Education from Southern New Hampshire University.

Susan Budlong

Director of Research

Joined Tomer Search Group in 2006. Involved in recruitment since 1992, across collegiate and corporate settings. Works with diverse candidates including financial professionals, marketing experts, and sales representatives. Graduate of Iowa State University.

For Clients

A Confidential Conversation Is Always a Good Place to Start

If you lead an investment or wealth management organization and are contemplating a critical hire or team build, we welcome a confidential introductory call — no obligation, no generalist pitch.

For Candidates

Discreet Representation for Investment Professionals

We work confidentially with portfolio managers, analysts, distribution leaders, and senior executives — aligning your experience, interests, and long-term goals with the right opportunity.

Get In Touch

Start a Confidential Conversation

Whether you lead an investment or wealth management organization and are contemplating a critical hire, or you are an investment professional exploring your next opportunity — a brief introductory call is always a good place to start.

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Phone

(617) 750-7462

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dave@tomersearch.com

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Location

Boston, MA · National Practice