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Intelligent Search™ since 1979


Our process allows our clients multiple choices to increase the odds of a productive, long-term fit.


Our process allows our clients multiple choices to increase the odds of a productive, long-term fit.


Sometimes who we don’t call is as important as who we do bring forward. Often times our clients choose to topgrade new leadership roles or may be launching a new product line or business unit.


We bring creativity and fresh thinking to allow you to see tomorrow’s heroes, not just the “usual suspects.”


We dive very deep in Financial Services and know who the winners are – or will be!

Retained Search for the Global Financial Services Community

DAK Associates Intelligent Search™ since 1979

Our expertise is centered around identifying, assessing and securing the absolute best talent for your critical business needs.

Steven Clark, President; Dan Kreuter, Founding Partner

Steven Clark, President; Dan Kreuter, Founding Partner


hiring the best people at the right time in their careers is critical to your firm’s future growth and ongoing success. As a true search firm, we will define, price, and execute your most critical hiring mandates thoroughly and discretely.

DAK works across the broad Financial Services landscape on behalf of a variety of institutions including Asset Managers, Banks, Brokerage Firms, Family Offices, Fin/WealthTech, Insurance Companies, Private Equity, Retirement Providers, RIA/Wealth Managers, and a host of other entities.

"Recruit Hard to Manage Easy."

In the Financial Services industry, perhaps more so than most other sectors, the right talent helps good companies become great and great ones stay that way. This is where DAK Search comes in…

The Ten Tenets of Search

People are like pieces of a puzzle — when the pieces fit, the organization realizes its true potential.


About Us

Financial Services is a complex and nuanced business. DAK has innovated and adapted over the years, while never compromising our core values.



DAK Associates is a true search firm, with unparalleled research and several decades of experience.



Financial Services is a complex and nuanced business. We add value in several verticals:

  • Wealth Management: DAK works across the broad Wealth Management landscape with a distinct specialty in advising Wealth RIAs and Family Offices, as well as Securities Brokers/IBD’s.
  • Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from specialty boutiques to large global asset managers.
  • Asset Servicing/FinTech/Back Office Solutions: Technology Infrastructure is what makes it all work for Financial Services companies. DAK advises established players and emerging cutting-edge firms.
  • Insurance/Benefits/Retirement: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates, as well as Health & Welfare providers.

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“C Level” Searches — “C Level” searches comprise an ever-growing portion of our search mandates, and currently represent a significant portion of our practice.

  • President/CEO, COO/ CAO, and Senior Operations Professionals, Chief Financial Officer, Chief Technology Officer, Chief Compliance Officer, Chief Investment Officer, Chief Information Officer, Chief Marketing Officer, Chief Legal Officer, Chief Revenue Officer

Financial Advisors
— We assist RIAs in recruiting Successor Advisors, with and without books.

Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders, across traditional and alternative asset classes.

  • President/ Head of Distribution, National Sales Manager, Divisional Sales Manager, Head of Institutional Sales, Head of National/Strategic Accounts, Sales Desk Management

Intermediary Sales
— DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales searches spanning multiple channels throughout the Americas, encompassing Institutional, Advisor-sold, and Sub-Advisory.

  • Institutional Sales, Financial Products Wholesaler (including team build-outs), National Accounts/ Platform Coverage, Product & Portfolio Specialists, Financial Technology and Asset Servicing Sales, Wealth Advisor/ Financial Planner, Advisor Recruiter/ Practice Management

Investment Management
— DAK is engaged at all times with Investment Management searches covering all product structures and Asset classes, including Lift-outs.

  • Chief Investment Officer, Portfolio Manager- Asset Management, Portfolio Manager- Private Client, Senior Analyst, Team Lift-outs/M&A

— DAK is engaged at all times with Senior and strategically critical Marketing search mandates.

  • Chief Marketing Officer/ Head of Marketing, Marketing Communications, Digital Marketing, Product Marketing, Product Management
    Back-Office/Compliance/IT — We selectively place key back office talent including those with a seat at the table.

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DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.

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We provide high-touch, customized Executive Search for firms that put a premium on hiring the best. Our service includes Position Design; Compensation Guidance & Benchmarking; Intense Research inclusive of up to hundreds of calls and dozens of meetings; Position specific Interview Questions; Deep, personalized Assessment Interviews; Deep industry references and comprehensive background investigation; Behavioral Profiling; Onboarding and Follow-up post hire.

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DAK works on “flat-fee” retainer basis with our clients providing total transparency and fair pricing while ensuring discretion, intense focus, and complete alignment. We have several customized engagement models including The Select Client Commitment designed for multiple hires and on-going recruiting scenarios. 

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Contact Us

We would love to hear from you!

Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to a confidential conversation to discover if our skills match your needs. DAK services the national market with headquarters in suburban Philadelphia.

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

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