Our team
Our team of highly skilled financial recruiters and consultants profoundly understand the complex needs of advisors and firms. With experience on both sides of the desk, this unique depth of industry knowledge and solutions is unmatched in the field.
FOUNDER, MANAGING PARTNER
Paul Stark
When it comes to due diligence, many advisors find themselves at a point where they’re drowning in details and emotions—wondering which way to turn.
His natural ability to “connect the dots” is a powerful skill that helps advisors get beyond the minutia and towards gaining clarity on what matters most: The client.
And it’s a skillset he honed during his time at Merrill Lynch that has earned him the ability to gain the trust of the industry’s most sophisticated advisors.
In his free time Paul is with his family and friends, and enjoys golf, tennis, and gourmet cooking. He ran two consecutive back to back New York City Marathons and currently stays fit running monthly 5K races with his kids.
MANAGING DIRECTOR
Bart Engler
As Managing Director at Grandview Group, Bart works with high achieving advisors that run complex and successful businesses. Highly analytical and a strong communicator, Bart starts by understanding an advisor’s business including the successes, challenges, and goals for the future. Then, leveraging his knowledge of the wealth management landscape, he works to help advisors strategically identify and evaluate the options that are right for them.
Off the clock, he enjoys mountain biking, skiing, traveling, and spending time in the mountains.
SENIOR VICE-PRESIDENT
Aaron Lewis
Aaron regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence. And when independent advisors and business owners are ready to explore changing broker dealers, moving to the RIA space, or planning for succession and M&A, they count on his industry knowledge and experience to expertly guide them.
In his free time, Aaron enjoys travel, spending time with family and friends, exploring his favorite city in the world, New York, and supporting his favorite teams: the Yankees and Giants.
STRATEGY & DEVELOPMENT
Olivia Martinez
Oliva’s success stems from a desire to understand what is at the heart of an advisor’s goals, and counsel them according to what they want to accomplish. Her long-standing track record includes successfully transitioning advisors from wirehouses and regional firms, as well as those in the independent space with complex business models. Drawing from her experience in the industry, has the ability to make recommendations that many advisors would not have considered on their own.
Olivia and her wife, enjoy dining out and rooting for their favorite team The New England Patriots—that is, when she’s not playing a round of golf.