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Solution Focused Financial Thinking

SOLUTION FOCUSED FINANCIAL THINKING

TERRANA GROUP is the premier recruiting and consulting company for Advisors and Financial Services firms. We are proud to report that for over 31 Years, TERRANA GROUP has been involved in over 3000 professional placements for Financial Advisors with client assets transferring to the hiring firm exceeding nearly $100 billion dollars. When in need of an expert headhunter, financial services firms in Chicago and other major cities nationwide have been calling on TERRANA GROUP for almost three decades. Who we are

Our Greatest Strength is Relationship Building

We view Advisors as tremendous assets, and we match them with the most suitable firms and managers. In doing so we put the advisor in a position to exceed their own expectations, and thrive in an atmosphere that suits their individual needs and preferences. Our dedication is to create a win-win scenario. We consistently find the right fit, matching the Advisor with the best firm to form the complete placement.

Simple, Direct and Effective

The process is simple, direct and effective. We listen to and understand the needs of both our candidate and client firm.

We listen and find out who the candidate is beyond their annual productivity; as a person, as well as what their professional experiences have been. We understand their desired career growth and their potential.

We listen to and work with our client companies in order to determine the needed skill-sets and personalities they need to fill their leadership positions.

The end result is that TERRANA GROUP effectively matches the individual and the organization, in which benefits result to both the candidate and the client.

Quality, Independent Recruiting Services

TERRANA GROUP provides quality, independent recruiting service to Financial Services firms nationwide.

TERRANA GROUP has completed placements in most every major city and their neighbors, throughout the United States.

Emphasis on Quality

The emphasis is on quality matches that result in positive growth for the executive and hiring firm.

TERRANA GROUP makes a difference; we will get you there, because at TERRANA GROUP your success is our success.

WE HAVE WORKED WITH THE ADVISOR WORLD’S MOST SOPHISTICATED BUSINESSES

Our greatest strength is relationship building. We view Advisors as tremendous assets, and we match them with the most suitable firms and managers. In doing so we put the advisor in a position to exceed their own expectations, and thrive in an atmosphere that suits their individual needs and preferences. Our dedication is to create a win-win scenario. We consistently find the right fit, matching the Advisor with the best firm to form the complete placement.

What We Do   

“I have worked with Michael Terrana since 2009. Michael and his team have produced tremendous results. Michael is clearly an expert in the financial services industry and that expertise translates into timely results. Above all, Michael is a true gentleman and a professional. Michael has not only contributed to the success of our organization, but he has become a true friend in the process. I highly recommend Michael Terrana and the entire Terrana Group for their professionalism and their ability.”

John Moran, RBC Wealth Management

“Mike is a very competent, professional fellow. He has great drive, focus, and the desire to get the search completed thoroughly. I would recommend him to any company looking to engage a search firm.”

Jack Hillon, President, ComPeople Source, Inc.

“I just started working with the Terrana Group in 2011 and they have been filling my calendar with high quality recruit leads ever since. They are very responsive and professional. I look forward to a long lasting mutually beneficial partnership.”

Mike R., Vice President, Branch Manager, Morgan Stanley Smith Barney

“Michael is very unique. He deeply understands his business and his customers’ business. I have come to know Michael as a man I can trust. I can always count on him to listen to my ideas and give me a fresh perspective like no one else can.”

Jeffrey L. Narcisi, CFO, Orange Crush, LLC

“Michael and the team he has built are great to work with. Everyone is professional, thorough, responsive, and knowledgeable to the constant changes within our industry.”

Christopher K. Lutzel, AIG Financial Advisors

“Michael Terrana and his group of recruiting professionals are a very stable firm; the same folks I first spoke to four years ago are still there today.”

John Donovan, Raymond James Financial Services

“In all the time that I worked with Michael I consistently found him to be genuinely concerned for the well-being of his clients as well as the firms for whom he was recruiting. This integrity combined with his knowledge and business acumen in the financial professional placement field led to a virtual unanimity of satisfaction not only for the clients he placed, but also for the firms in which he placed clients. I would strongly encourage anyone seeking such services to work with Michael.”

Patrick Roberts, Owner, Three Flat Entertainment

“I have known Michael on a personal level for many years and seen his dedication to family and profession. Michael is a leader with passion, enthusiasm, perseverance and is effective in what he does to attain results that are pure and of the highest quality.”

Sam S. Marino, Jr, National Director of Sales, MICE North America

“With over 20 years of experience, Michael has learned the ins and outs of the investment recruiting field. Even though he is a very results-driven CEO, he strives to develop and enhance relationships that benefit a person’s best interest. He is a pleasure to work with and does everything in his power to make his employees, customers and partners feel like a part of his family. I encourage investment professionals to seek out Michael’s services for placement opportunities.”

Bogdan Mathias, Independent Consultant, Mathias Inc.

“Michael’s reputation in his industry is top notch. Michael presents the candidate with options so that the candidate and not the recruiter is driving the process. Michael will get the candidate the right fit and not leave any money ‘on the table.’ I have found that other recruiters are seldom able to do both for their candidates.”

Andrew May, Hinshaw & Culbertson LLP

“Michael and I met back in 1994 when he successfully helped me move my $1MM plus business to a Wall Street Boutique firm. Michael truly is ‘the professional’s professional’. Michael has opened my eyes to opportunities in the industry that I would not have learned on my own. He has strong relationships across the financial industry and completely understands what his clients and candidates are looking for while representing their best interests in front of his own. I view Michael more so as my agent. He is the best in this business!”

Chris Plechy, Senior Vice President | Financial Advisor, Florham Park, NJ

‘In my time at Terrana Group, I greatly valued Michael’s expertise in learning how to develop successful relationships. I very much consider him a mentor when it comes to knowing how to assert yourself in complex relationships with a variety of high profile, national clients. I plan on carrying those skills with me the remainder of my career.’

Chris Kelsch, former TERRANA GROUP Vice President

“Michael Terrana and Mark Eskridge go above and beyond what I would expect from a recruiter. These guys are experts at understanding the people side of this business while keeping their eye on the ball in terms of execution and getting win-win results. It was great working with both of you!”

Dave Balmelli, VP Marketing at Northern Trust Global Investments

“Michael is a recruiter that you want to work with if you want to move your career to the next level. His knowledge and guidance throughout the recruiting process as well as his personal touch deliver great results. In a few words, he got the job done efficiently, timely and attained the win for all. I highly recommend Michael and his team.”

Scott H., Vice President, UBS Wealth Management

“Michael and I worked together in determining the right career path for me. For over a decade, our mutual conclusion was I should stay at my existing firm. When the time was right to leave Michael negotiated a great package with extras other Advisors do not normally receive. Michael’s interest in doing right for me, led to the lowest per hour fee he may ever receive. His integrity in making the process about my happiness and success is why I recommend Michael to all of my friends and colleagues.”

Richard Freedman, First Vice President - Investments, UBS Financial Services Inc.

Get In Touch Today

Let us know you are interested by contacting us today. All confidential applicants and interested firms will receive TERRANA GROUP’s Insider White Paper, “12 Things Advisors Need to Know to Go From Employee to Independent”, which explores the ins and outs that potential breakaway Advisors need to know when transitioning from an employee model to an independent model – including selecting between different firms, finding opportunities in the industry, transitional support compensation, and the benefits of working with an expert recruiter.