who we are.
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Our founder and CEO, Matt Ricketts, CFP®, spent over 15 years on the front lines of wealth management. As an advisor for Schwab, he built his practice to over $1B AUM before moving on to RIA Beacon Pointe, where he expanded his expertise to alts and private equity.
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Co-founder and COO Katy Martin is a research and marketing expert and former college professor. In addition to doing deep dives for candidate sourcing, she is in charge of content and outreach and runs the administrative side of Apex.
what we do.
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How different would your search be if each candidate had been screened and pre-interviewed by an industry veteran?
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With outstanding emotional intelligence and an insider's knowledge of the industry, we can identify top performers and help them understand what sets your firm apart. We excel at uncovering passive candidates and matching them with a firm where they will thrive. Contact us today to learn more about how we can help you build your dream team.
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Access. Insight. Convenience.