Financial Strategies Group
Financial Strategies at Smith Hanley Associates has one focus: filling the specific quantitative, trading and technology needs for Wall Street’s elite investment banks and hedge funds. Our noted success in continually achieving this goal is attributable to the following three principal factors:
A Keen and Current Knowledge of the Ever-Changing Marketplace
With a combined total of over 50 years experience in the capital markets business, our small team of financial recruiters knows well and understands the philosophies of the banks, funds and lead players. Financial Strategies Group’s client list has been kept purposely small to ensure that we connect the best possible applicants with the best possible clients based on mutual optimal interests and needs.
For each and every one of our clients, confidentiality is paramount. We assure that our searches are as discreet as possible, with only a select few individuals reviewing the backgrounds of our candidates, or the expansion plans of a client to determine a possible fit. At FSG, discretion is understood.
Emphasis on Long-Term Career Objectives
Although the turnover rate at Wall Street institutions is customarily high, our goal is to match an individual’s career goals to those of our clients in order to cultivate a long-term career objective. Rather than institute matches that will only serve the purpose of the client or applicant for the short term, FSG strives to find a fit between client and applicant that will benefit both for years. Whether our candidates are looking for risk management or credit risk jobs, we strive for the perfect placement over the quick placement.
Financial Recruitment Specialties
- Trading (Proprietary and Execution)
- Portfolio Management (Equities, Macro, and Commodities)
- Quantitative Research and Analytics
- Marketing/Capital Raising/Investor Relations
- Systems Development
- Technology (Middle and Front Office)
- Market/Credit Risk Management Jobs
- Sector Analysts (HealthCare, Financials, Technology)
- Risk Management Careers
- CCAR/DFAST/Stress Testing/Regulatory Compliance
- Traditional Consumer/Commercial Banking Careers
Please Contact Us
Richard Wastrom, Senior Managing Director, is a founding partner of Smith Hanley Associates. As the co-manager of the Financial Strategies Group (FSG), he directs searches in both the Institutional Investment and Alternative Investment Management communities. His work encompasses a broad range of directives including chief investment officers, chief financial officers, chief information officers, as well as roles within single and multifamily offices. Additional mandates involve investment research strategists, risk managers, and quantitative portfolio managers (as noted by Emanuel Derman in his memoir, My Life As A Quant). Mr. Wastrom’s depth of experience and long-term relationships in the dynamic financial markets field have yielded proven expertise, respect and success.
He received his BA in business administration from the University of Vermont.
A partner at Smith Hanley Associates, Jud has been with the firm since 1995. Having more than eighteen years of experience in the field of portfolio management and technology recruitment for the financial industry, he fulfills both contingent and retained searches.
Jud has worked in all facets of quantitative research and trading recruitment from individual portfolio managers to the establishment of several new systematic global hedge funds, managing billions in client capital. He has also filled a plethora of quantitative and technical roles. From the chief technology officer of a $10BB hedge fund, to the lead developers and quantitative analysts of countless trading desks at the world’s leading investment banks and hedge funds, Jud’s vast network of connections offers both clients and applicants an experienced and informed resource in the global market.
A 1993 graduate of Hobart College, Jud has a Bachelor of Science in political science.
With Smith Hanley Associates since 2000, Deirdre has over 20 years of recruitment experience covering a diverse range of searches in the financial services sector for institutional asset managers, investment banks and hedge funds. Recently she completed senior-level marketing and client service searches for alternative asset management clients. Other successful mandates have included sector-specific portfolio managers and distressed credit analysts. Deirdre is a graduate of the University of Connecticut.
David is a Group Partner at Smith Hanley Associates LLC. Specializing in the field of technology and quantitative research, he is a Partner of the firm’s Financial Strategies Group. David’s understanding of the financial services industry enables him to identify and communicate with top information technology and quantitative research professionals with a proven record of impactful performance.
David’s client portfolio focuses on technology and quantitative research within hedge funds, investment management, and investment banking. He has fulfilled successful searches for managing directors, executive directors, directors, group heads, and other essential leadership positions responsible for major strategic initiatives focused on information technology.
Before David joined Smith Hanley Associates in September of 2010, he worked at The Mergis Group, where he was an executive recruiter in the accounting and finance divisions, and CT Partners, where he entered the financial services technology field.
A graduate of The University of Maryland with a degree in marketing, David is based in Smith Hanley’s Manhattan office at the Met Life Building, New York, NY.
Jed is a Senior Executive Recruiter in the Financial Strategies Group with Smith Hanley Associates. Jed’s expertise in alternative investment management, quantitative research and investment technology recruiting provides a unique resource to clients seeking to enhance critical operations. He focuses on serving hedge funds, institutional investment managers and investment banking clients, identifying management and senior executives of major operations and functions. Jed’s practice includes a specialization in finance, technology and research. Jed graduated from New York University in 2004 with a BS in Print Journalism and Media Ecology.
Rory O’Neill is a Director at Smith Hanley Associates within the Financial Services Practice. She focuses on asset management and hedge fund clients across all strategies, with particular expertise in fundamental long/short equities.
Rory brings more than 20 years of experience in finance to Smith Hanley’s Financial Services Practice. Prior to joining Smith Hanley, Rory worked at SAC (now Point72) in Equities Management as the Director of Broker Relations, at Lehman Brothers for 8 years in Equity Research and Equity Sales Marketing, and at Intel Corporation’s Treasury Department.
Rory holds an MBA with concentrations in finance and accounting from the University of Chicago Booth School of Business.