Key Figures
26
Year track record
600
Successful searches
0
Customer Complaints
Our Insights
2025 Wholesaler Compensation Report
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Key Performance Indicator (KPI) Compensation Model
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Accessing the Advisory Market: The Role of the National Accounts Manager
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Timeline to Enter the Broker Dealer Market
Access the Report
Access the Report
Key Performance Indicator (KPI) Compensation Model
Access the Report
Accessing the Advisory Market: The Role of the National Accounts Manager
Access the Report
Timeline to Enter the Broker Dealer Market
Access the Report
Specialty Areas
Wholesalers
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents
Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks
Perspectives
The Sales Manager
In this interview, we sit down with Bob Behan. Bob led Calamos Investments' retail advisory distribution efforts for over 18 years. Under his leadership, Bob and his team transformed a boutique investment management firm into a key partner for top financial advisory firms. Bob shares his unique perspective on retail advisory distribution; then versus now, the future, and much more.Listen Now
The Righteous Wholesaler
Brian Austin had reached the peak of his career, having achieved great success as a wholesaler and divisional wholesaler with some of the top firms in the industry. Yet, one day, he boldly decided to walk away from it all and join Compassion International, a Christian non-profit. In this interview, Brian reflects on his unexpected career shift and explores how a similar pivot could be a meaningful path for you too.Listen Now
The OCD Wholesaler
Joe McIntyre achieved over $7 billion in sales across the Pacific Northwest territory, earning recognition as the top RVP among more than 100 wholesalers. He was named the firm's MVP more than seven times. In this interview, Joe discusses the strategies behind his success and shares his insights on the industry.Listen Now
Our Clients
Alternative Investment Sponsors
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Private Capital Secondaries
GP Stakes
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPVs)
Speciality Finance
Private Capital Secondaries
GP Stakes
L.C. KIRK & CO
Because securities products are sold and not bought, your sales team plays a central role in garnering assets. For over two decades, we have partnered with large and small asset management firms, growing their advisory and institutional distribution efforts by recruiting top sales talent.Contact L.C. KIRK & CO to conduct your next executive search.
904-834-3352
[email protected]
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