Gary Goldstein is a founder and Group CEO of Whitney Partners, a leading executive search firm in the financial services industry. Considered to be an expert in his field, Mr. Goldstein has extensive experience in human resources recruitment within all areas of the financial services industry and has appeared in a number of articles and television programs ranging from The Wall Street Journal to CNN's Moneyline discussing trends in the financial services sector. He has also been qualified and has served as an expert witness in a number of arbitrations related to compensation and other matters of employment in the securities business. He was also a founder, chairman and CEO of a public human resource staffing and consulting company serving the financial services industry.
Prior to entering the executive search industry, Mr. Goldstein was on the audit and consulting staffs of Arthur Andersen & Co. in New York. Mr. Goldstein has been the Chief Representative in the U.S. for Peking University’s investment vehicle, Founder Group. His responsibility has been to introduce them to strategic capital and strategic operating partners. He currently serves as a Senior Advisor to Sustainability Partners, an investment group specializing in infrastructure investments in the MUSH (Municipalities, Universities, School Systems, Hospitals) markets.
He is a member of AIPAC and a past member of Young President's Organization, Inc. (YPO).
Mr. Goldstein holds a Bachelor of Science in Accounting and a Bachelor of Arts in Psychology from Canisius College and is a graduate of the OPM Program at the Harvard Business School.
Alicia Lazaro is a founder and President of Whitney Partners. Ms. Lazaro is an investment banking generalist and has led searches for executives in mergers & acquisitions, all major industry sectors in corporate finance, municipal finance, private equity and infrastructure.
Ms. Lazaro founded Whitney McRae, Inc., one of the first executive search firms to specialize in investment banking recruitment with a focus in corporate finance. The firm later merged with Whitney Group, the predecessor to Whitney Partners. Prior to her career in executive search, Ms. Lazaro held Human Resources supervisory positions at Goldman Sachs & Co. and Chase Manhattan Bank.
Ms. Lazaro has been an active supporter of Plan International USA for the last twenty five years and is a strong advocate for WaterAid.
Ms. Lazaro holds a Bachelor of Arts degree from Binghamton University in Romance Languages. Ms. Lazaro speaks Spanish, Italian and French.
John Wright is Chief Executive Officer, International, and Partner of Whitney Partners. Mr. Wright is a financial services specialist known for his ability to manage large projects and transformational placements. Mr. Wright is one of the most highly recognized executive search consultants serving the financial services sector and has an exceptional track record of building businesses across all segments of financial services including banks, hedge funds, asset managers, insurance firms, sovereign wealth funds, wealth managers and brokers. Mr. Wright was previously the founder of two financial services search firms, Executive Access, an Asia-Pacific regional practice, and Global Sage, the first search firm from Asia to become truly global. Both firms were sold to Asian interests.
Mr. Wright and the firms he founded have consistently been ranked No. 1 in the industry internationally by AsiaMoney, The Economist and The Times of London. Prior to joining search, Mr. Wright was Editor of The Wall Street Journal in Asia. John has served on various boards of higher and secondary education institutions as well as hedge funds and private corporations.
John holds a Master’s degree in Journalism from the University of Missouri-Columbia and a Bachelor’s degree in Anthropology from Lewis & Clark College. Mr. Wright speaks German, Chinese, Hindi (Nepali) and Japanese.
Michael D. Zinn is a Senior Managing Director at Whitney Partners in the Private Equity & Corporate Coverage practice. Mr. Zinn focuses on managing our senior leadership executive searches for public, private equity, and our investment management clients' portfolio companies.
With more than twenty-five years of search experience, Mr. Zinn brings an extensive track record in the selection of talent. Mr. Zinn has led searches with clients in the Corporate, Alternative Investments, Investment Banking, and Public Sectors. He has completed searches for all levels of C-management and has successfully built teams in corporate & business development, corporate strategy, general management, marketing & sales, finance, information technology, human resources, and operations including manufacturing and distribution / logistics. He has extensive experience identifying and recruiting senior executives and their leadership teams who are shaping, building and monetizing their companies.
Prior to joining Whitney, Mr. Zinn was head of his own firm, Michael D. Zinn & Associates, Inc. The firm was recognized in the book "Rites of Passage," by John Lucht in which it was awarded the designation of "Outstanding Executive Search Firm."
Previously, Mr. Zinn conducted executive-level searches in the Corporate, Investment Banking and Technology sectors at Richards Consultants Ltd. and at Korn/Ferry International.
Mr. Zinn holds a Masters of Business Administration from St. John's University and a Bachelor's degree from Ithaca College.
Reto Jauch is the Founding Partner of the firm’s European offices. Mr. Jauch conducts senior-level and specialist search assignments and advises business leaders on organization design and development. He serves both publicly traded and privately held organizations in the financial services industry including Asset Owners (Pension Funds, Family Offices, Insurance companies), Asset Managers (including Private Equity firms) and Banks (Corporate Banking, Investment Banking, and Wealth Management).
Prior to this role he was Managing Director and Head of A.T. Kearney Executive Search in Europe, leading the firm’s pan-European search and organization development practice with offices in 10 European locations. Previously, he headed the firm’s Swiss Market, starting and developing a Search Practice for the firm in Zurich and Geneva. Mr. Jauch began his consulting career at Robertson Associates AG, a Zurich based European Search Boutique. He has over 25 years of executive consulting experience.
Professional achievements and activities include Vice-Chairman of the Board of Directors, Techsoup, San Francisco and Chairman, Fundacja Techsoup, Warsaw; Chairman, City Swiss Club London.
Mr. Jauch studied at the University of Zurich and the Université de Montréal (History of Economics). He speaks German, French and Italian.
Christine Houston is the Founder and Managing Director of Whitney-ESGI. Ms. Houston specializes in global senior level appointments throughout Asia, Europe and North America, with particular expertise in financial services and the professional services sector. She has been ranked as one of the Top 10 Executive Search professionals in financial services by AsiaMoney.
Previously Ms. Houston led cross-border searches at Korn/Ferry International focusing on Asia.
She then joined the New York office of TASA (subsequently TMP Search) and in 1994 she relocated to Hong Kong as the Managing Partner of that office. She concurrently headed the Financial Services and Technology Practices in Asia, including Japan.
Prior to entering the executive search profession, Ms. Houston was a Vice President and Managing Director of J. Walter Thompson – Japan. Her management positions at the corporate level include Director of Marketing for Revlon Japan, and executive positions with the International Division of Avon Products for the Japanese and Latin American markets. Ms. Houston worked in Japan for seven years; during that time she was a founding member of Foreign Executive Women (FEW) in Japan.
Ms. Houston holds an MBA from Fordham University, and a B.A. in Economics from Hofstra University.
Jana Byrne has 20 years of senior-level, financial services executive recruiting experience. Prior to joining Whitney Partners, Jana was a Consultant and Chief Knowledge Officer at David Barrett Partners, a leading buy-side executive search firm. Before that, she was Head of U.S. Research and Execution at a specialist wealth management search boutique where she executed searches for private banks and HNW and UHNW wealth management organizations.
Previously, Jana was a Director for five years with Global Sage, a financial markets executive search firm, in their New York and London offices. She helped establish the European buy-side practice which focused on hedge funds and sovereign wealth clients, and covered capital markets and investment banking assignments in both Europe and the U.S.
Jana began her search career at Armstrong International, a London-based executive search boutique specializing in investment banking and capital markets. Jana joined Armstrong in 1991, and during her ten years with the firm helped build the equities practice and supported the development of the fixed income and investment banking platforms.
Alexis DuFresne spearheads the Marketing and Investor Relations search practice at Whitney Partners where she focuses on talent acquisition for hedge fund, private equity, real estate, and long-only asset management firms, as well as allocators globally. Her work spans across single mandated searches of all levels, to multi-hire organizational consulting and team build outs on behalf of managers seeking to boost their sales and client retention capabilities.
Ms. DuFresne's background as a former hedge fund and private equity marketer at Harbert Management Corporation and at EIM provides her with a technical understanding of the space, increases her ability to connect with both clients and candidates, and allows her to leverage her deep network of allocators, marketers, and managers.
Prior to Whitney Partners, Ms. DuFresne served in a similar capacity at Solomon Page and The Atlantic Group, and began her career in hedge fund recruitment at Broadreach Group. Ms. DuFresne attended New York University and is an active and passionate volunteer at New York Cares, a committee member for Help for Children (Hedge Funds Care), and is an advocate for epilepsy awareness.
Ben Jordan is a Director on our team with a focus on wealth and alternative asset management, including private equity firms and hedge funds. He has an impressive track record of building businesses and making strategic placements for growing organizations. He has completed searches for C-suite executives and has successfully placed senior leaders in management, sales and distribution, investment professionals, information technology, compliance and risk, and financial planning and analysis.
Prior to Whitney Partners, he completed C-suite and Managing Director level searches in wealth and asset management, investment banking, and risk and compliance for Sheffield Haworth, a global executive search firm with a focus on financial services, headquartered in London. Previously, he worked with Whitney Partners’ International CEO on various wealth and asset management searches at Global Sage.
Prior to getting into executive search and consulting, he was a Senior Vice President in Corporate Banking at Citibank for five and a half years. He began his career as a Management Associate in Citi’s rotational analyst program, where he completed rotations in Citi Community Capital Investment Banking, Risk Management, Relationship Management, and formalized credit training.
Ben holds a Bachelor of Arts in Government with a Citation in Spanish from Harvard University.
Jessica Malzman is the Chief Operating Officer of Whitney Partners and a search consultant in the firm’s Investment Banking practice. Her areas of concentration within the financial services sector are Capital Markets and Corporate Finance. Ms. Malzman joined Whitney in 2009 from Morgan Stanley, where she was part of a team covering institutional clients in the Equity Research Sales department. Previously, Jessica was a Sales Associate for the southeast regional sales team at Thomson Financial.
Ms. Malzman holds a Bachelor of Science degree from Cornell University in Human Development and is a graduate of Choate Rosemary Hall. She is a board member of the Jewish Community Center of Syracuse and an advocate for Literacy CNY.
Fraser Trimble joined Whitney Partners to focus on Leveraged Finance, Debt Capital Markets, Industrials, and Energy Finance.
Prior to joining Whitney, Mr. Trimble was a Vice President at a leading financial services recruiting firm. Previously, he specialized in senior level searches focusing on Sales and Trading, with a concentration in Finance, Risk Management, Legal and Compliance.
Mr. Trimble holds a Bachelor of Science Degree from Cornell University in Applied Economics and Management and is a graduate of Choate Rosemary Hall.
Ms. Ng joined Whitney Partners to enhance the firm’s research and execution capabilities. She has completed investment banking searches for candidates at varying levels of seniority and across multiple industries, with her most extensive experience being in the healthcare and industrials verticals. She is a dedicated advocate for her clients and her candidates alike.
Before joining Whitney, Ms. Ng held management roles at both a tech start-up and a non-profit organization dedicated to helping low-income individuals and families connect to a diverse array of support systems.
Ms. Ng holds a Bachelor of Arts degree from Northeastern University in Communication Studies. She is reasonably proficient with a camera phone and her credits include most of the background photos that appear on this website.
Ms. Leavy joined Whitney Partners as a Research Associate in early 2018 to organize and enhance the firm’s vast network of industry knowledge and resources.
Prior to joining Whitney Partners, Ms. Leavy held a position as a Senior Investment Analyst and Team Lead at Cambridge Associates, an investment consulting and research company for high net-worth institutional and private clients.
Ms. Leavy holds a dual Bachelor of Arts degree in Psychology and Government & Law from Lafayette College and is currently working towards her Masters in Industrial Organizational Psychology with a concentration in Organizational Leadership and Learning from George Washington University. In her spare time, she enjoys reading, long-distance running and is also an instructor at the Pilates-reformer workout studio [solidcore].