Paul Heller is the leader of Caldwell’s Financial Services Practice. With more than 25 years of experience in executive search, he has completed several hundred searches in the global financial services industry across numerous markets and geographies. With deep experience in alternative and traditional asset management, private equity backed financial services, global banking and capital markets, he brings broad strategic expertise to his clients.
Over his career, Paul has partnered with a number of long term clients across the “front office” of asset management (traditional and alternatives), banking, and markets. Complementing the above, Paul has been very effective in the recruitment of successful capital raising, risk, financial and operating company professionals to his client companies, effectively assessing culture, product and functional characteristics of these leaders. Paul’s breath of experience enables him to provide resourceful solutions that consistently enhance the finance performance of this clients’ respective business units.
Paul joined Caldwell through the 2009 acquisition of Cromwell Partners, a boutique executive search firm that served the financial services industry. Prior to entering the executive search industry in 1986, he was responsible for corporate promotional sales for a New York-based specialty advertising and promotions company.
Paul holds a BS in economics from Queens College.
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He is also a member of the board of trustees for the Westchester Day School in Mamaroneck, New York.
“Alex and Paul have re-defined my experience of working with search firms and I would strongly recommend them to both in-house HR / recruiters and friends seeking new opportunities.” -Placed candidate, Global alternative investment management firm
Shifting Approaches. Insurers turn to internal and external talent strategies to broaden their investment platforms. -read more-
Pensions & Investments: Private Credit Managers Go Far and Wide for Expertise. Private credit managers are on a hiring spree. Recruiters said demand from money managers for senior executives, portfolio managers, analysts and marketers with private credit know-how is running high. -read more-
Wall Street Journal: General Electric Acts to Prevent GE Capital Employees From Leaving. General Electric Co. may be getting out of finance but, until then, it is trying to keep its bankers. Having announced its intention to sell roughly $200 billion in GE Capital operations, the company has taken steps to prevent key employees at GE Capital from jumping ship and has moved to stop competitors from swooping in and poaching staff. -read more-
Reuters UK: Insight – Banks See Talent Flee Amid Healthcare M&A Boom. Several high-ranking bankers have left their jobs at major investment banks in the last 13 months amid a surge in U.S. healthcare deal activity to seek better compensation at boutique investment banks as well as to participate in the growth of the industry at biotech companies themselves. -read more-