About us

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We've 30+ Years Of Experience In Financial recruiting

Who is MCA?

Millennium Career Advisors

We have helped hundreds of wealth management professionals advance their careers. 

Transitioning to a new broker-dealer or investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages are just a few of our areas of expertise.

Our process is fast, discreet and accurate. We connect quality people with great companies by assisting candidates in the identification, evaluation and selection of the best environment available to maximize their opportunities within the industry.

meet our Team

Utilizing Cutting-Edge Technologies to Produce Superb Results

Ron Edde

President / Director of Recruiting

Ron Edde, Founder, President, and Chief Executive Officer, has over 20 years of financial recruiting experience. As a licensed principal and Investment Advisor Representative, he personally recruited and managed over 200 representatives for a national financial services firm.

Ron is interviewed frequently by financial media, including the Wall Street Journal, Reuters, Financial Advisor magazine, Fund Fire, InvestmentNews, Rep magazine, On Wall Street, AdvisorHub and RIA Biz.

Julie Tresch

Executive Recruiter

Julie Tresch is an experienced entrepreneur. She joined Millennium as a recruiter in 2016 and is responsible for working primarily with private bankers.

Keeley Karlson

Advisor Liason

Keeley Karlson is our Director of Research and candidate liaison. Keeley graduated from the University of Wisconsin. Before joining Millennium, she worked in the pharmaceutical industry for one of the country’s largest drug manufacturers.