Founding Managing Director
Disillusioned by the global generalist search ethic of simple fulfillment, his mission within MontaRosa is to work with organizations at an inflection point where the injection of the right human capital delivers long-term value and growth.Today he works with many of the world’s largest financial and technology institutions where innovation and creative solutions matter more than filling a job. He leads a tightly integrated and stealth team of people based in North America and Europe. He is also Managing Partner of MontaRosa GmbH and is responsible for the Swiss based recruiting business of the MontaRosa Group.
Prior to founding MontaRosa, Kelvin was a senior partner for over eight years with the international executive search firm, Heidrick & Struggles. During his tenure there he was the global managing partner for the Private Equity, Venture Capital & Alternative Financing Practice. He also held several leadership positions, including global head of the CIO/CTO Practice, chief innovation leader, chief strategy & development officer and chief marketing officer. Prior to that, Kelvin worked for Norman Broadbent International, where he was president of U.S. operations and chairman of its global New Media, Entertainment and Technology Practice.
Having worked as a leadership consultant on nearly every continent across the globe, Kelvin is a regular speaker and panel leader at international conferences and seminars on such topics such as human capital, global growth and innovation, and hiring of new thinkers. He has helped grow client companies by leading them through provocative and innovative strategizing exercises.
He has more than 20 years of experience working for clients in Europe, the United States and Asia. He has also held non-executive roles and served as an advisory member for both U.S. and European firms.
Kelvin holds a bachelor’s degree with honors from London University.
She was also Associate Director of the San Francisco office for several years working with clients across the globe on hundreds of C-level searches. Her position as Managing Director at MontaRosa has been focused not only on driving stellar delivery for clients, but also building out the content behind the projects for its talent initiatives, thought leadership and metrics-based research programs. At MontaRosa, every client engagement is commenced with a deep understanding of qualitative and quantitative market drivers to get to the right leadership solution. Part of Jodi’s role is to identify proven transformational talent and the next generation of leaders around the globe with a particular emphasis on companies going through a major step-change or restructuring.
She is also highly specialized in emerging markets, financial services and private equity. Upon graduation from the University of the Pacific with a degree in international affairs and commerce, and a minor in French language, Jodi started her career as a research analyst at the World Resources Institute in Washington, D.C. She worked with the Senior Economist focused on population, sustainability and emerging markets issues, which ultimately led to a two-year stint with the Peace Corps in Cameroon. Upon her return to the U.S., Jodi worked for Montgomery Securities first in equity research and then on special projects for the CEO. Just prior to joining Heidrick & Struggles, Jodi spent time as a career counselor for MBAs going into private equity and venture capital at The Wharton School at The University of Pennsylvania.
Managing Director, Investment Banking - North America
During his time at UBS, Anthony spent 16 years as a Business Partner supporting the Investment Banking business as both Americas region head and subsequently as Global Head. As such he served on the Global Investment Banking Management Committee, the Investment Bank HREC and the Americas HREC. He was responsible for all aspects of personnel strategy including recruitment, compensation, and succession planning.
During his time at UBS, Anthony was also responsible for HR on a cross-Group basis for Latin America and served in an interim capacity as Global Head of HR for the Equities business.
Originally from Baltimore, Anthony graduated from Kenyon College in Gambier, Ohio with a Bachelor of Arts in Modern Foreign Language & Literature. He is based in New York City.
Managing Director and Global Head of FinTech
Having spent the last seven years working for two of the leading global executive search firms, Giles fundamentally believes that the FinTech ecosystem can be better served by the executive search and advisory community through the building of long-term, deep relationships and shared goals.
Giles will be based in London, but his role and outlook will be international to match his clients' focuses. He brings considerable experience in leading integrated global offerings with the insight brought by many years in diverse and dynamic markets.
Giles previously co-led the global FinTech Practice, and London Financial Services team at Russell Reynolds. He was also a key member of the CIO/CTO, CISO and Data & Analytics Practices.
He specializes in leadership and succession planning across the five pillars of FinTech, to include IT and operations functions, market infrastructure platforms, private equity houses’ FinTech portfolio companies, data providers and software vendors, and emerging, disruptive FinTech platforms such as the challenger banks and alternative lending businesses. Giles advises clients on improving diversity in leadership teams and introducing game-changing talent into traditional financial services organizations.
Giles is also a trusted advisor at the board level, with expertise appointing Non-Executive Directors with digital, FinTech, and tech and operations experiences.
Previously, Giles was a Partner and FinTech leader at a global executive search company, where he spent four years building its global FinTech practice. Earlier in his career, he spent more than 12 years at two boutique executive search firms in London and New York, where he served as Partner in both organizations.
Giles earned his BA in history from the University of Manchester.
At Heidrick & Struggles, Anne was a senior associate in the global Chief Information Officer’s practice where she worked on global CIO/CTO and VP-level search assignments for a diverse range of clients in the consumer, retail and technology industries. Additional roles with Heidrick & Struggles included research leadership, internal training and development, and knowledge management positions working globally across practices.
Originally from Dublin, Ireland, Anne has enjoyed living in San Francisco for the past twenty years.
She graduated with a bachelor’s degree from the National University of Ireland, County Kildare, Ireland.
Marisa Pope is a Senior Director at MontaRosa who leads searches with clients going through exponential and/or transformational growth across the globe. She primarily spends her time building long-term relationships with exceptional talent on behalf of the firm, which continually adds to the broader global MontaRosa network. Based in our London office, Marisa also works closely with colleagues in New York and San Francisco on projects for clients across the globe.
Having been in executive search for almost twenty years, Marisa worked in the Financial Services practices of Heidrick & Struggles, Egon Zehnder and Sainty Hird before joining MontaRosa in 2013. Her expertise includes investment banking, capital markets, investment officers, strategy officers, and other C- and board-level searches for corporate clients. Her wide range of assignments throughout the years have also been with global banks, investment houses, broader financial institutions, hedge funds, private banks, private equity funds and asset managers.
Marisa has a degree in Hispanic Studies from the University of Bristol.
At MontaRosa, Caroline delivers executive searches for Investment Banks, Private Wealth Management and Global Financial Services Clients. Her diverse expertise includes C-Suite and leadership roles across Relationship Management, Product and Investment Advisory, Portfolio Management and also, Origination, Sales and Governance functions.
Prior to joining MontaRosa, Caroline worked for a leading Executive Search firm in Dublin delivering C-level mandates for Global Banks and Investment Managers across Ireland and the UK. Caroline was also responsible for advising UK clients on Ireland as a strategic European location to support their Brexit considerations, through a Talent lens.
Caroline’s earlier career was spent at Barclays where she spent 14 years supporting the Private and Investment Banking business with their Talent Acquisition strategies. Her career with Barclays involved relocating to New York, London and Dublin as she delivered their global hiring requirements. She brings deep expertise at Board and ExCo level stakeholder engagement and candidate management, search mandate execution and delivery. Her last role at Barclays was leading the Executive Resourcing team for the UK business.
Caroline holds a BA (Hons) Degree in Public Relations from Bournemouth University and is based in Ireland.
Prior to joining MontaRosa, Stacey spent six years as a consultant advising candidates on application strategy for top tier MBA programs in the US and Europe. She personally helped hundreds of business school applicants gain admission to top programs. In addition to consulting, Stacey served as an industry expert and was featured in articles in Businessweek, and CNN Money.
Stacey’s earlier experience includes recruiting for McKinsey & Company. In her initial role at the firm, she pioneered McKinsey’s Tuck recruiting program, which resulted in the firm becoming Tuck’s top employer. She spent the latter part of her career at McKinsey leading recruiting efforts for the firm’s West Coast offices, hiring hundreds of candidates from MBA and other advanced degree programs as well as experienced hires for senior roles in the firm.
In addition to her recruiting experience, Stacey served on the admissions committee for Tuck School of Business at Dartmouth. Stacey holds a bachelor’s degree in Political Science from California Polytechnic, San Luis Obispo.
Associate, Innovation & Financial Technology
Prior to becoming an associate, Keanan was a senior research associate focusing his efforts full-time on identifying both senior executives for our current clients, and the next generation of senior executives for future clients and projects. Keanan graduated with a B.A. in American Politics from Princeton University in 2013. He served as the varsity coxswain for Princeton’s heavyweight rowing team, leading the team to medals at the Eastern Sprints and IRA National Championships. Upon graduating, Keanan remained at Princeton for a year to serve as an assistant coach for the men’s rowing team, aiding the head coach in his coaching and recruiting efforts. After his stint in collegiate athletics, Keanan moved to Washington D.C. and worked as an intern in the press office for U.S. Senator Robert P. Casey of Pennsylvania. Keanan then completed a season as the varsity assistant coach and boatman for the men’s rowing team at Deerfield Academy before joining MontaRosa full-time in the summer of 2015.
Nikolas has a master’s degree in economics and initially started his career as an Investment Banker and Derivative Salesperson at Societe Generale in Frankfurt and Leonteq in Zurich, before joining the recruitment industry in 2012.
There, he initially worked for Russell Reynolds and Robert Walters in Zurich and later joined a Swiss executive search boutique to take charge of projects in the asset management space, focusing on the selection of portfolio management and research specialists.
Nikolas recently joined MontaRosa from Bank Vontobel where he was responsible for the distribution of cross-asset structured solutions to Swiss Private Banks, Family Offices and independent FAs.
Prior to MontaRosa, Judy spent eight years at Spencer Stuart supporting assignments within Technology, Media and Telecommunications and Education, Nonprofit and Government practices. She began her search career at Heidrick & Struggles supporting a high-performing vice chairman assisting in placements of C-level executives at Silicon Valley technology companies. Judy graduated from San Francisco State University with a degree in Industrial Art and is conversational in Mandarin Chinese.
Executive Assistant and Business Administrator, Europe
Prior to joining MontaRosa, Jo spent ten years as Office Manager and Administrator for a London-based hedge fund and global alternative asset management firm, managing the day-to-day operational needs of the firm and providing assistance to the CEO.
Previously, Jo spent nearly five years at Merrill Lynch's London headquarters serving as the Business Co-ordinator for the Investment Banking division. Jo moved into the financial sector from an intellectual property firm specialising in international trade mark law, where she supported the senior partner and oversaw facilities matters.
Jo is based in London, United Kingdom.
She spent seven years at Spencer Stuart in the Education, Nonprofit and Government practice, a year in the Board practice and two years in a boutique search firm. Lindsay graduated from The Pennsylvania State University with a degree in Communications. She is a published children’s book author and community volunteer.
She is based out of Charleston, SC. Prior to MontaRosa, Christina began her career in executive search in Charleston in 2005, serving as both an Administrative Assistant and Recruiter, primarily in the areas of Accounting and Administration.
Previously, Christina worked for four years at City News Publishing, the company responsible for the publication Vital Speeches of the Day. The company was originally started in New York City in 1934 and relocated to Charleston, where Christina served as an Executive Assistant to the Editor.
While attending LMU, Gabriella worked as a research assistant for the chair of the economics department, in the field of experimental and behavioral economics. She studied abroad at the Beijing Center in China during the spring of 2019 and at the University of Gonzaga in Florene, Italy during the fall of 2017. She volunteers with emphasis on supporting the program: Service for Sight.
Gabriella is based in New York City.