"I help investment management leaders clarify search strategy, define their narrative, and execute their job search with confidence." (in their words, on their website)
Services
| Service | What is included | Price |
|---|---|---|
| Career Transition Coaching investment management leaders in transition |
Clarify career goals and priorities · Experience and skill set analysis · Self-assessment exercises · Develop customized job search strategy and target universe · Define narrative | on request |
| Executive & Leadership Coaching investment industry professionals in leadership roles |
360 stakeholder feedback process · Self assessment · Define talent development and career goals · Define developmental experiences for growth · Implementation through executive coaching | on request |
As published on their website, read Sep 30, 2026.
How they compare
- 17 years coaching; the median for career coaches in our directory is 14.
Computed by Callings from the prices and experience coaches publish. Not a rating.
Where they fit
| Students | Early | Mid | Manager | Director | VP / C-suite | |
|---|---|---|---|---|---|---|
| Resume and LinkedIn | no | no | no | no | no | no |
| Interviews and offers | no | no | no | no | no | no |
| Job search strategy | no | no | yes | yes | yes | yes |
| Career direction and change | no | no | yes | yes | yes | yes |
| Leadership | no | no | yes | yes | yes | yes |
| Personal brand | no | no | no | no | no | no |
How they work
- Process
- Assess career priorities and constraints · Shape search strategy and align narrative · Act to execute with purpose and build momentum · Decide by evaluating offers, negotiating, and onboarding
- Assessments
- Hogan assessment
- Before coaching
- executive recruiter and entrepreneur, investment management and financial services (12 years); financial services professional, Lehman Brothers (5 years)
Do it yourself, or hire a coach?
| Doing it yourself | Usually enough when | A coach earns the fee when | |
|---|---|---|---|
| Job search | A target list, a weekly plan and steady outreach. Callings builds the weekly plan and tracks every application, free. | Interviews are coming in. | Three months without traction, or a senior search that runs on your network. |
| Career direction | Weeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role. | You already have two or three target roles. | You do not know what comes next, or you want structure and a formal assessment. |
| Leadership | Peer groups, feedback from your manager, reading. | You have a mentor who has done the job. | A first management role or a bigger team, often paid for by the employer. |
Times are our estimates. Try Callings.
Questions to ask before hiring
- What does it cost in total, and what is included? (no published price)
- What are your cancellation and refund terms? (no refund terms on their site)
- Who do you usually work with, and how long does a typical engagement last? (always worth asking)
What they publish
- Prices: not found on their website
- What each service includes: yes
- A free consultation: yes
- Refund or cancellation terms: not found on their website
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