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.
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.
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.
Prior to joining MontaRosa, Marisa worked for Heidrick & Struggles, Egon Zehnder and Sainty Hird, where she was responsible for executing searches for a wide range of clients across the globe. Marisa specializes in investment banking and capital markets but over the course of her career she has also completed searches for hedge funds, private banks, private equity funds and asset managers. Her clients have included the largest global banks as well as working with small start-up funds and investment banking boutiques. Marisa has a degree in Hispanic Studies from the University of Bristol.
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.
Gala de Zulueta
Prior to joining MontaRosa in 2016, Gala worked for Russell Reynolds, Armstrong International and Hammond Partners, where she was responsible for researching and helping to execute mandates for a wide range of clients. Gala traditionally specialises in investment banking, but over the course of her career has also completed searches in insurance, private equity, real estate and asset management.
Gala holds a degree in Modern History from Christ Church College, Oxford.
Senior Research Associate
He focuses 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.
Executive Assistant and Account Management
Prior to joining MontaRosa, Linda was the Chief Administrative Officer for Tyonek Native Corporation in Alaska. Her role involved overall responsibility for Administration, Communications, Expediting and Human Resources (Alabama based) at the Parent Company level in Anchorage. Throughout her career she has worked in a wide variety of industries, including Financial Services and Executive Recruitment. Her experience has been gained in the United States, the United Kingdom and Australia, giving her a familiarity with diverse cultures and operating environments.
She is currently based in the St. Petersburg, FL area.
Global Head of Administration
Prior to joining MontaRosa, Julie worked at Spencer Stuart for seven years where she assisted one of the top partner’s in the Financial Officer and Technology, Media & Telecommunications Practices in the placement of C-Suite executives at leading companies around the world.
Prior to Executive Search, Julie worked at PricewaterhouseCoopers, IBM, Partner Reinsurance, and Oxford Health Plans. She is a graduate of Albertus Magnus College with a degree in Business Administration.
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.
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.
Prior to joining MontaRosa, Janie spent ten years at Heidrick & Struggles initially assisting in the Asset Management and Capital Markets Practices and most latterly in the Financial Services Infrastructure and Chief Financial Officers Practices. Janie began her search career in 2000, joining the Insurance Practice at Whitney Group. Previously, she spent five years working within the Buying Administration function at a major UK High Street retailer and four years at a global FMCG company.