A Singular
Focus

Scott-Bennett, LLC is an executive search firm exclusively focused on the demands of wealth management and investment management companies.

Broad Range of Successfully Completed Assignments:

Global Head of
Investment Management

Global Private Bank

Head of Fixed Income
& Team Lift-out

Global Private Bank

Regional Trust
Director

Private Bank

National Director,
Wealth Planning

Regional Private Bank

Relationship
Managers

Wealth Advisory Firm

A Track Record
of Success

Our reputation has been built on an in-depth understanding of the industry, an extensive due diligence process, a consultative approach with clients and candidates, and a record of placing outstanding professionals for the long term.

Why
Scott-Bennett?

The heart of our approach is the direct participation of the Principal in every phase of the search assignment. This ensures our clients a search process wholly conducted by a senior professional who brings knowledge and judgment throughout the engagement.

Trusted Advisor

As a Trusted Advisor to clients and candidates, our core philosophy is to deliver a consultative, transparent, well-informed and discreet experience. We view our business as highly interactive and personal.

Relationships Matter

Our direct engagement in the marketplace is a major source of value for our clients and candidates. The countless relationships that we have developed over thirty years contribute to and support our thorough research, due diligence and, ultimately, hundreds of successfully completed assignments.

Experience and Seasoned Judgement

Working in a close consultative relationship with clients, we gain a detailed understanding of the business objectives and workplace culture that drives a search strategy tailored specifically to the needs that have been identified.

Commitment

We have elected to remain a small, focused firm that accepts only as many assignments as we are confident that we can complete.

Our
History

Scott-Bennett Inc., the predecessor firm to Scott-Bennett, LLC, was established in 1988, with a model unique to the search industry. That is, the Principals conducted each stage of the search process, allowing for high-touch service and an ability to gain market knowledge and insight that is unparalleled in our respective specialties. We maintain that same approach today, and have for over three decades. We do this by limiting our searches to a handful of assignments at any given time.

In 2020, when Ellen Klein retired, Susan Taylor and Robert Shainheit formed separate entities to pursue their own well-established and specialized practices. Robert founded Cambio Systematic LLC where he concentrates on systematic investments. At Scott-Bennett, LLC, Susan focuses exclusively on wealth management, marketing and distribution.

A Quality Process

A Match for
the Long Term

We view ourselves as matchmakers. We are not just filling a job opening, but creating a long-term relationship.

Search Strategy

Finding the Right Fit

We conduct in-depth research on potential candidates, focusing on their reputation, motivation, and long term career objectives, as well as their professional accomplishments. Respectful of our clients’ time, we devote substantial energy to winnowing out inappropriate candidates. Clients see only the most qualified and promising prospects.

Integrity

We understand that the integrity and confidentiality of the search process are of ultimate concern to clients and candidates alike. We share their concern and take special pride in the fact that so many candidates have gone on to become Scott-Bennett clients.

No Surprises

A well-orchestrated search leads naturally to successful negotiations and closure. Throughout the process, we work carefully to build rapport with each candidate, to understand his or her motivations, and to maintain momentum. When it comes time to gain the final candidate’s acceptance of an offer, potential hurdles have already been cleared.

Meet Susan
Taylor

Sue Taylor co-founded Scott-Bennett in 1988, after four years of experience at an international search firm. As a seasoned recruiter in the wealth and investment management sectors, Sue advises senior management on the recruitment of key talent. Earlier in her career, Sue held positions in marketing and sales at Prentice Hall Inc. and E.F. Hutton & Company. She is a graduate of Miami University, Ohio, with a B.S. degree in Marketing. Coming from a family of professional musicians, on weekends, you may find Sue playing her harp around Fairfield County with other ‘wannabe’ musicians.

Contact