Greenwich Family Office Executive Search

       

      In the Heart of America’s Investment Corridor. Nationally Recognized by Forbes.

      Greenwich has been a capital of private investment for a generation, and the family offices formed here demand leaders who speak the language of institutional investing. Steward, the family office practice of Cowen Partners Executive Search, recruits chief investment officers, chief financial officers, and presidents who lead the most discreet family offices in Greenwich and Fairfield County. As a Forbes-ranked search firm, our family office practice pairs institutional rigor with the confidentiality principals expect.

      Top Greenwich, CT retained executive search firm

      Where Investment Talent Becomes Family Office Leadership

       

      Greenwich and lower Fairfield County remain one of the densest concentrations of investment talent in the world. That ecosystem is a defining advantage for the families who build offices here: the region produces exactly the leaders a sophisticated family office needs; investors who can underwrite direct deals, evaluate outside managers, and build portfolios with institutional discipline.

      Steward exists to make that connection. Many of the strongest family office executives are seasoned hedge fund and private equity professionals seeking a mandate with more permanence and purpose than another fund seat. Recruiting them requires credibility in both worlds: the discretion a family demands and the fluency an investor respects. Our senior partners lead every Greenwich search personally, and Cowen Partners’ deep bench in private equity and investment search gives Steward a distinct edge in this market.

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        That Greenwich market expertise is reinforced by Steward’s national family office executive search practice, giving families confidential access to a broader network of proven leaders across family offices, private investment firms, and institutional investing.

        Present Across the Greenwich Investment Community

         

        Steward is close to the community it serves and is active across Greenwich, Stamford, Darien, New Canaan, and the broader Fairfield County investment corridor that stretches along the Metro-North line into Manhattan. The best family office candidates are rarely searching; they move for trust, for a compelling principal, and for a mandate with lasting meaning. Those searches are won through relationships and discretion. Steward is the confidential bridge between a Greenwich family and the leader it has not yet met.

        Family Office Leadership We Recruit in Greenwich

         

        Steward places the full leadership spine of the modern family office:

        • Chief Investment Officer (CIO) — direct investing, manager selection, and portfolio construction across public and private markets
        • Chief Executive Officer / President, Family Office — the operating leader who runs the enterprise on the family’s behalf
        • Chief Financial Officer (CFO) — consolidated reporting, tax coordination, partnership accounting, and capital planning
        • Head of Private & Direct Investments — sourcing, diligence, and co-investment alongside the family’s mandate
        • Chief Operating Officer / Chief of Staff — governance, advisor management, and execution
        • Controller, Trust & Fiduciary leadership, and Family Governance advisors

        Why Greenwich Families Choose Steward

         

        Families choose Steward for discretion, cultural intelligence, and enduring commitment — the standard that has made Cowen Partners a Forbes-ranked national search firm. Our practice rests on five pillars: confidential by design (formal NDAs and senior-partner oversight from the first conversation); investment fluency (Cowen Partners’ private equity and investment search heritage means we speak the language your CIO candidates speak); cultural discernment (aligning temperament, governance style, and values); continuity & succession (transitions guided with sensitivity to family dynamics); and enduring results (backed by our 365-day replacement guarantee and industry-leading retention rate).

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        Begin a Confidential Conversation

        Steward was founded on partnership and trust. We welcome a confidential conversation about your family office leadership goals in Greenwich and across Fairfield County.

        Greenwich Family Office Executive Search — Questions Families Ask

        Greenwich and lower Fairfield County hold one of the world’s densest concentrations of hedge fund and private equity talent. As successful investors build and formalize family offices, they create strong demand for investment-caliber executive leadership.

        Yes. A significant share of top family office leaders come from fund backgrounds. Steward, backed by Cowen Partners’ investment search practice, is built to identify and attract them discreetly.

        CIO, CEO/President, CFO, COO/Chief of Staff, Head of Direct Investments, Controller, and governance and fiduciary leadership.

        Every engagement begins with formal NDAs and secure systems, shared only with the senior team directly involved.

        Work Directly With the Principal Who Leads Steward

         

        Steward is led by Jacob Gamble, Principal of Cowen Partners’ family office practice, and the person a Greenwich family works with directly, not through a layer of intermediaries. Before leading the practice, Jacob spent 13 years as a Vice President at Fisher Investments, where he oversaw a $3.3 billion business line, and served as a Managing Director at Paulson Investment Company, leading its bridge-loan hedge fund. He speaks the language of the investors Greenwich family offices recruit from and understands capital, and the people entrusted to steward it, from the inside.

        That perspective shapes how Steward works. Jacob focuses on aligning leadership with each family’s long-term vision, values, and legacy — recruiting the chief investment officers, CFOs, and CEOs who carry a family’s enterprise across generations. His approach is meticulous, deeply confidential, and personal, which is why principals across the country trust him with their most sensitive searches.

        If you are building or professionalizing a family office in Greenwich, we welcome a confidential conversation, principal to principal.

        AS SEEN ON

        TESTIMONIALS

        You succeeded where many others failed; we are grateful for your key role in helping us hire a great candidate.

        CEO Healthcare

        I can’t believe you found someone so fast, yes we want them to start!

        CFO Bank

        I’m really impressed by all the qualified candidates, thank you so much

        SVP Chief People Officer

        I wanted to let you know we are very happy with your services, she has been great for us. Thank you for this assistance.

        CFO Credit Union

        I really appreciate your help finding someone for me and hope our paths cross again. I would definitely consider using you for a new search if I should have one. It was really easy to work with you.

        CFO Software Company

        Even after less than two months, it’s clear she is extremely well qualified and an excellent long term addition to our staff. We are very pleased to have her. Thanks for all the work you did to help make this possible.

        CEO Real Estate Company

        You are adamant in your search. I don’t think we have ever had a headhunter/recruiter so diligent on seeking out candidates as you are.

        VP HR Seafood Company

        You did what you said you’d do and I appreciate that, let me know if you ever need a reference

        CEO Specialty Pharmacy

        We have never seen this much activity from a recruiter before

        VP Talent Acquisition

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