The Millennium Team




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



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.

View Ron Edde's profile on LinkedIn
View Ron's profile on LinkedIn



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 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.










(Other territory recruiters not pictured)


Bandit was Millennium's Director of Spontaneous Recreation. His skills included performing multiple tricks in exchange for treats, chasing all varieties of furry creatures across impossible terrain and making friends with every person with whom he came into contact. He was our friend and our beloved mascot.  Bandit earned his wings 4.18.2022. RIP, little buddy.