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Jacob Gamble, Principal, Head of Family Office Practice
Jacob Gamble is a Principal at Cowen Partners Executive Search and Head of Steward, the firm’s family office practice.
He advises ultra-high-net-worth families, family offices, foundations, and private investment organizations on leadership, succession, governance, and executive team construction.
What distinguishes Jacob’s perspective is that he spent more than two decades operating inside the environments he now advises.
Prior to executive search, Jacob held senior leadership positions across investment management, investment banking, hedge funds, family offices, and public companies. During his 13-year tenure at Fisher Investments, he rose to Vice President and managed a $3.3 billion business line serving institutional investors throughout Europe.
He later joined Paulson Investment Company as Managing Director and served as the senior executive responsible for the firm’s bridge-loan hedge fund. Jacob subsequently became Chief Executive Officer of a publicly traded healthcare company, leading a corporate reorganization that significantly increased shareholder value before later serving as Chairman of the Board. He has also served as Chair of the Audit Committee of a public company.
Today, Jacob partners with family offices and private capital organizations on some of their most consequential leadership decisions. His work includes succession planning, organizational design, executive assessment, and the recruitment of governance-critical leaders, including Chief Executive Officers, Chief Investment Officers, Chief Financial Officers, and Chiefs of Staff.
Because he has served as an investor, operator, executive, and board leader, Jacob brings a practical perspective to leadership assessment. He understands that successful family office leaders require more than technical expertise; they must possess judgment, discretion, humility, and the ability to earn trust over time.
Jacob’s perspectives on family office leadership, succession, and governance have been featured in publications including Crain Currency, Professional Wealth Management (PWM), Modus, and Mr. Family Office.
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
Cowen Partners 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, 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 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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