Cowen Partners Executive Search Announces Launch of Family Office Practice, Steward
Cowen Partners Executive Search, a leading national executive search firm, is announcing the launch of Steward, a discreet advisory practice dedicated to serving family offices and private enterprises across generations.
Aligning Leadership with Legacy
Steward is designed to meet the unique needs of family offices, helping families place exceptional leaders who not only bring technical expertise but also align with the family’s values, culture, and long-term vision. The practice combines decades of institutional search experience with a values-based methodology to ensure that each placement advances both the enterprise and the family’s legacy.
Tailored, Senior-Partner-Led Search
Jacob Gamble, Principal at Cowen Partners Executive Search, leads the practice and specializes in identifying top-tier executives for family offices. With a background that includes leadership at Fisher Investments, overseeing a $ 3.3 billion business line, and serving as Managing Director at Paulson Investment Company, Jacob brings both deep industry experience and a meticulous, values-driven approach to executive search.
“Family offices operate on a generational horizon, which demands leadership that can balance operational excellence with cultural intelligence and discretion,” said Jacob Gamble. “At Steward, we pair families with leaders who not only manage complexity but also enhance continuity and protect legacy for future generations.”
Quiet Excellence for Generational Leadership
Steward by Cowen Partners Executive Search partners with families to place leaders who operate with discretion, sound judgment, and long-horizon focus. From newly formed family offices to established multi-generational enterprises, Steward calibrates each search to family governance, investment philosophy, and cultural priorities—ensuring leadership supports both performance and continuity.
Jacob Gamble, Principal
Jacob Gamble is a Principal at Cowen Partners Executive Search, a leading executive search firm, where he specializes in identifying and recruiting top talent for C-suite and leadership roles in the financial services industry. With over 20 years of global experience in management consulting, investment banking, investment management, family offices, and corporate strategy, Jacob brings a wealth of expertise to his role.
Jacob rose to the level of Vice President of Fisher Investments, overseeing a $3.3-billion-dollar business line during his 13-year period with the company. He then worked as a Managing Director at Paulson Investment Company, a highly esteemed investment bank focused on the small to mid-cap markets. Jacob then became Paulson’s top executive of their bridge loan hedge fund.
After Mr. Gamble’s successes at Paulson, he moved into the CEO position at a publicly traded, multi-state drug rehabilitation franchise in which he completed a full-scale corporate reorganization, increasing shareholder value by nearly 300% before moving to Chairman of the Board of Directors.
Jacob has in-depth knowledge, contacts, and experience within the financial industries and specialized in the process of licensing, buildouts, and development of vertically integrated operations. Jacob also has experience in acquisitions of small private companies and operational integration of disparate businesses.
Jacob graduated from Oregon State University with a B.S. in General Science and an M.S. in Management from Florida Institute of Technology (with an HRM Concentration). Jacob was an occasional lecturer at the University of Oregon’s Charles H. Lundquist College of Business in portfolio management and environmental, social, and corporate governance (ESG) investing for the Chartered Financial Analyst Society in Portland, Oregon. Jacob has also authored papers on the United States federal debt, corporate debt, and the Social Security Administration.
At Cowen Partners Executive Search, Jacob leverages his decades of comprehensive experience to help organizations secure transformative leadership talent.
Executive Search Expertise Across Investment Advisors & Financial Services
Industry-Specific Experience
- Investment Advisors
- Private Wealth Management: Identifying leaders who excel in building client relationships, portfolio strategies, and wealth preservation for high-net-worth individuals.
- Institutional Asset Management: Recruiting executives with a proven ability to manage large-scale investments, develop institutional strategies, and drive asset growth.
- Hedge Funds
- Investor Relations: Sourcing professionals with expertise in securing investor trust, managing capital raises, and navigating complex stakeholder communication.
- Fund Operations: Placing operational leaders with a track record of streamlining processes, ensuring compliance, and optimizing fund services.
- Family Offices
- Infrastructure and Methodologies: Recruiting executives who build robust operational frameworks, apply disciplined investment methodologies, and create sustainable strategies for generational wealth.
- Investment Approach: Identifying talent skilled in aligning family values with investment strategies and managing diverse asset classes.
- Investment Banks
- Institutional Sales: Placing top-performing executives adept at expanding institutional client bases, structuring innovative financial products, and generating revenue growth.
- Expansion Strategies: Recruiting leaders experienced in M&A, market entry, and scaling operations across global markets.
- Broker-Dealers
- Retail Asset Management: Identifying executives skilled in product development, investor education, and driving adoption in retail investment channels.
Functional Expertise
- Research: Recruiting executives who drive data-informed decision-making and market intelligence strategies.
- Corporate Communications: Placing leaders skilled in managing brand reputation, stakeholder engagement, and strategic messaging.
- Client Service: Identifying professionals with exceptional client management and retention skills in competitive markets.
- Sales & Business Development: Sourcing executives with a track record of exceeding revenue targets, expanding market share, and driving organizational growth.
- Portfolio Management: Placing investment professionals who deliver results through innovative strategies and disciplined risk management.
- Change Management: Recruiting leaders who effectively navigate organizational transformation, cultural shifts, and strategic realignment.
About Cowen Partners Executive Search
Cowen Partners Executive Search is the nation’s premier executive search firm, enabling companies to harness the power of human capital to fuel their success. Cowen Partners gives our clients access to the top 1% of human capital to create opportunities that accelerate their growth and market share. With Cowen Partners Executive Search, clients can grow at scale, create value, and drive results with world-class talent.
Our clients are both small and large, publicly traded, pre-IPO, private, and non-profit organizations. Clients are typically $50 million to multi-billion dollar revenue Fortune 1000 companies or have assets between $500 million to $15 billion. Successful placements span the entire C-Suite and include VP and director-level leadership roles.
With our proven processes and guaranteed results, we have successfully placed hundreds of candidates in industries including technology, healthcare, manufacturing, retail, financial services, and private equity.
Cowen Partners Executive Search is a leading executive search firm in all 50 states. Submit your resume for consideration or contact us about an executive search below.
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