After 25 years of experience in executive recruitment within the financial services industry, Founder and President Jeffrey Bischoff has established an extensive network of contacts throughout the wealth management industry, coast to coast.
Jeff’s career in the financial services industry began in 1990 as a co-founder for a privately owned executive search business in lower Manhattan. After he and his brother, Warren, expanded the business, they sold it to Oppenheimer & Co., a Manhattan-based private research and brokerage boutique with over 600 advisors. As part of the acquisition, Jeff agreed to head up regional recruiting for OpCo and relocated to Chicago.
Old Greenwich Consultants, LLC was founded by Jeff in June 2009.
Dana Lamb joined Old Greenwich Consultants as a Managing Director on April 1 of 2017. Dana has worked exclusively in Private Wealth Management recruiting for more than 15 years. He is an expert in strategy and deal analysis and has been involved in over $100M in trailing 12 months revenue over the last 2 years alone.
A proven negotiator and resource partner, Dana is highly skilled in all aspects of helping HNW and UHNW teams, in the strictest confidence, with their periodic reviews of the bulge bracket, boutique and independent/RIA opportunities in their markets.
Dana attended the Hotchkiss School in Lakeville CT where he was captain of an undefeated varsity tennis team. He graduated with Honors in 1984 and went on to attend Middlebury College where he played varsity tennis and received his Bachelor’s Degree with Dean's List recognition in 1989.
Dana started his investment career in 1993 at Bear Stearns where he earned his series 7 and 63 licenses. He comes from a long line of financial advisors. His father is still a Managing Director at a NYC based RIA at the age of 84.
Dana spent numerous summers working for his father’s firm in various capacities ranging from clerk on the floor of the NYSE to various sales and marketing roles. His unparalleled industry knowledge and keen sense for where the industry is going make him a sought- after agent, career advisor in the wealth management industry.
Dana lives with his wife and young son in Marblehead, Ma. He enjoys tennis, skiing, golf and fishing as well as coaching his son’s hockey team. He currently manages the Boston office for Old Greenwich Consultants. To contact Dana directly call +1 781-639-2000 or CLICK HERE.
Warren Bischoff is ....
He studies entrepreneurship and social management at Boston College's Carroll School of Management.CLICK HERE.
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