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Financial Services

With 135 consultants globally, Egon Zehnder’s Financial Services Practice is the largest in the industry. We have carried out more than 6,000 assignments for our clients over the past five years, including 300 CEO searches, with demonstrated strength in talent advisory, CEO succession, and C-suite assessment, development, and coaching.

In our view, Egon Zehnder’s success comes in part from our commitment to hiring exclusively from industry. This model ensures our consultants have firsthand knowledge of the issues confronting leaders in the rapidly transforming financial services space.

Egon Zehnder’s truly global structure and approach are more relevant than ever in today’s environment, in which the ideal candidate for a role may reside beyond regional borders. As opposed to other firms, which rely heavily on individuals, all our 65 offices across 36 countries stand ready to solve any client issue, empowered by a unique incentive system that encourages collaboration while leveraging local market expertise.

Given continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder’s deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges.


Financial Services Capabilities

Asset Management

As the sector transforms and asset managers seek to defend their positions and continue to grow and evolve, we believe that firms need to become more open to identifying and…

FinTech

Our FinTech Practice includes core technology (development, operations, infrastructure), payments and processing, transaction services, and related hardware, software, and services, as well as emerging fields such as Blockchain, artificial intelligence,…

Infrastructure

The staggering growth of infrastructure as an asset class has been fueled by a number of structural trends.

Insurance

Insurance comprises a substantial portion of Egon Zehnder’s market-leading Financial Services Practice, with more than 50 consultants stationed across all major financial hubs in the world.

Banking and Markets

Investment banking and markets businesses continue to be critical as corporates and other institutions continue to seek capital and strategic advice.

Private Equity

The private equity sector is experiencing unprecedented fund inflows and investment activity. With our long-standing focus in this area, we are uniquely equipped to help firms address growing demands in…

Retail Financial Services

We are well positioned to advise on your business transformation across all dimensions. Because we hire exclusively from industry, our consultants possess the domain expertise to deliver insights tailored to…

Risk Management

We are well equipped to handle both regional and global approaches in search as well as in management assessment and leadership development.

Sovereign Wealth Funds

More than 40 new sovereign wealth funds have been established since 2005 — a period that also coincides with these state-owned funds expanding their investment horizons to vehicles such as…

Wealth Management

Egon Zehnder’s privileged position as a global wealth management leader affords us the perspective to partner on solutions that make sense for our clients’ current operations as well as position…


Financial Services Consultants

Gabi Carvalho

Gabi Carvalho

Miami

Global Lead

Gabi Carvalho co-leads Egon Zehnder’s Global Financial Services Practice focusing on Payments, Retail Banking, FinTech and Insurance. Read more

Edmund Siah

Edmund Siah

Singapore

Global Lead

Ed Siah, based in Singapore and the current Global Co-Head Financial Services, is an authority on financial services and CEO succession planning in… Read more

Roopa Mehendale Foley

Roopa Mehendale Foley

Dallas

US Lead

Roopa Foley leads Egon Zehnder’s Financial Services Practice across the Americas. Roopa works most closely with Boards on Board Searches, Board… Read more

Naveed Bandukwala

Naveed Bandukwala

Chicago

Naveed Bandukwala, based in Chicago, leads Egon Zehnder’s North America Automotive and Mobility Practice. With experience across the automotive and… Read more

Megan Trice

Megan Trice

Chicago, Minneapolis

Based in Minneapolis, Megan Trice is active in Egon Zehnder’s Consumer Practice. She draws on deep experience across financial services, consumer… Read more

Blair Beuttas

Blair Beuttas

Atlanta

Blair Beuttas is a member of Egon Zehnder’s Supply Chain & Operations Practice and is also active in the Industrial and Consumer practices. Read more

Eric Anderson

Eric Anderson

Atlanta, New York

Eric Anderson, based in Atlanta, serves as the Global Co-Head of the Technology Practice and is a trusted advisor to clients on board governance… Read more

Glenn Zweig

Glenn Zweig

Atlanta

Based in Atlanta, Glenn Zweig is a leader in the Firm’s CFO and Tech practices with a specialization in Software, Digital, and Tech-Enabled Services. Read more

Claude Shaw

Claude Shaw

New York Office Leader

Claude Shaw is the Managing Partner of Egon Zehnder’s New York office and a member of the firm’s global Executive Committee. Read more

Ashley Ma

Ashley Ma

New York

Based in New York, Ashley Ma is a core member of Egon Zehnder’s Financial Services and Technology and Communications Practices. Read more

Smriti Vicari

Smriti Vicari

New York

Smriti Vicari leads Egon Zehnder’s North American fintech practice, and is also active in our broader financial services, Board and CFO practices. Read more

Charles Gray

Charles Gray

New York

Charles “Chuck” Gray, based in New York, co-leads Egon Zehnder's U.S. CEO and Board Practice. Read more

Kal Bittianda

Kal Bittianda

New York

Based in New York, Kal Bittianda is passionate about disruptive technology and digital transformation. He advises Boards… Read more

Zoe Bernstein

Zoe Bernstein

New York

Zoe Bernstein, based in New York, is active in Egon Zehnder’s Financial Services and Private Capital practices… Read more

Justin Zale

Justin Zale

New York

Based in New York, Justin Zale co-leads Egon Zehnder’s real estate practice globally, and previously led the effort in North America. Read more

Francisco Paret

Francisco Paret

New York

Francisco Paret, based in New York, is a member of the Financial Services, Private Capital, CEO and Board Consulting Practices. Read more


Thought Leadership | Financial Services

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