Gary Goldstein

Bios-GaryGoldstein

Gary Goldstein
Group CEO, Partner

Client Service Areas: Alternative Investments, Investment Banking & Finance, Capital MarketsLeveraged Finance and Real Estate

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 is an active member of Young President's Organization, Inc. (YPO), The Brookings Council of the Brookings Institution and The Presidents Association of the American Management Association. Mr. Goldstein also serves on the Boards of Junior Achievement of New York and Aish HaTorah of New York.

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

Whitney Partners Bio - Alicia Lazaro

Alicia Lazaro
President, Partner

Client Service Areas: Investment Banking, Leveraged Finance, Restructuring, Infrastructure and Corporate Banking

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 holds a Bachelor of Arts degree from Binghamton University in Romance Languages. Ms. Lazaro speaks Spanish, Italian and French.

 

John Wright

Whitney Partners Bios - John Wright

John Wright
CEO, International and Partner

Client Service Areas: Investors, Banking and Capital Markets

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.

 

 

Reto Jauch

Reto JauchReto Jauch, Partner
Whitney-Jauch Associates
Client Service Areas: Investors, Banking and Capital Markets

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

Christine HoustonChristine Houston, Partner
Whitney-ESG International
Client Service Areas: Investors, Banking and Capital Markets, Insurance

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.

 

 

Michael D. Zinn

Bios-MichaelZinn

Michael D. Zinn
Senior Managing Director

Client Service Areas: Private Equity & Corporate Coverage

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.

 

Jana Byrne

Bios-Jana Byrne

Jana Byrne
Director

Client Service Areas: Investors & Capital Markets

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.

Bennett Jordan

Bio - Bennett Jordan

Bennett Jordan
Director

Client Service Areas: Wealth and Asset Management, Private Equity & Hedge Funds

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

Whitney Partners Bios - Jessica Malzman

Jessica Malzman
Director, COO

Client Service Areas: Capital Markets and Corporate Finance

Jessica Malzman joined Whitney Partners in 2009 to expand the firm's research and execution capabilities. Her areas of concentration within the financial services sector are Capital Markets and Corporate Finance.

Prior to joining Whitney, Ms. Malzman was in the Equity Research Sales department at Morgan Stanley as part of a team covering institutional clients. 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.

 

Fraser Trimble

Whitney Partners Bios - Fraser Trimble

Fraser Trimble
Director

Client Service Areas: Capital Markets and Corporate Finance, Leveraged Finance

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.

 

 

Michelle Ng

Whitney Partners Bios - Michelle Ng

Michelle Ng
Associate Director

Client Service Areas: Capital Markets and Corporate Finance

Michelle joined Whitney Partners to expand the firm’s research capabilities.

Prior to 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.