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.
Alex Seiler joined the MontaRosa team in September 2017 as a Managing Director in the firm’s New York and Zurich offices. His past roles have involved equity research sales, equity capital markets, senior relationship management, and he has held the positions of CEO, President, and Vice Chairman at public and private companies. Most recently, Alex served as the President of Auerbach Grayson, responsible for the firm’s overall operations. He brings deep experience in asset management, hedge funds, capital markets, institutional trading, and distribution. Alex works alongside MontaRosa’s financial services clients on leadership and strategic consulting projects.
Raised as a dual national Swiss American, Alex is a tremendous asset to the firm’s clients throughout the US and Europe.
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.
Talent Business Partner
Recent clients include Fosun, IDG, CVCapital, Sard Verbinnen and Lone Star Capital Management. Her earlier clients include Alibaba, Anbang, China Investment Corp, China Merchant Group, CreditEase, ICBC, American Express International, Bank of America/Merrill Lynch, Bank of Montreal, Bank of New York Mellon, Bank of Tokyo Mitsubishi UFJ, DLL, East West Bank, Equity International, Global Payment, Manulife TEDA, Hastings Funds Management, Ivanhoe Cambridge, MoneyGram, Royal Bank of Scotland, Silicon Valley Bank, etc.
Ms. Cao also leads Financial Services activities at the McKinsey Talent Network in North America, where she coaches firm partners and senior executives, as well as advices clients for their corporate leadership needs.
Ms. Cao used to be the client partner at Korn Ferry for six years, in Beijing, Shanghai and New York. She leveraged over two decades of global and multi-cultural business experience across management consulting, investment banking, and venture capital / private equity, successfully placed numerous senior executives across functional areas in finance, investment, strategy/corporate development, legal, tech/IT, marketing, risk management, HR and government relations in US, Europe and China, including over 1/3 at CEO, Country Head or Regional Head level, from Fortune 500 to VC/PE-backed portfolios. She also ran China Desk to serve Chinese companies seeking overseas expansion in North America and Europe. She successfully built up financial services practices in China, covering clients in commercial banking, investment banking/capital markets, asset management, PE/VC funds, real estate, and non-banking FIG (payments, leasing, etc.) over 4 years, managed profitability growth for 3 consecutive years.
Prior to joining Korn Ferry, Ms. Cao used to run her own consulting business, after working with McKinsey both in the US and in China. With rich experience in strategic planning, corporate finance, marketing and business development, she provided strategic, operational, financial and organizational advice for global, as well as American and Chinese clients.
She used to be a policy advisor at the World Bank to serve the Bank’s member countries in Latin America, Africa and Asia, developed Investment Climate Capacity Building Program with WB leaders, managed a broad network of global interest groups and NGOs, and built partnership with China National Development and Reform Commission (NDRC), to advise Chinese officials at both central government and provincial levels.
Right after business school, Ms. Cao worked at Citi and JPMorgan Chase in the U.S., where she was involved in a range of investment banking activities across corporate finance, syndicated loan, securities research, M&A and leveraged finance. She started her career in CVIC, one of the earliest venture capital firms in China.
Ms. Cao holds an MBA from Stanford University, a BA from Beijing Foreign Studies University, and trained at Columbia University for executive coaching.
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.
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.
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.