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 opportunities available to achieve their individual aspirations.

 

 

Ron Edde, Co-Founder, President, and Chief Executive Officer, has over 14 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. He generally represents candidates who have $100 million or more in assets under management.

 

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

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

 

 

Colby Edde is the firm's Director of Operations. Before co-founding Millennium, she supervised the underwriting and processing departments of one of California's leading reverse mortgage companies. Tremendously knowledgeable and talented, she is responsible for contractor support as well as serving as the corporate liason with our client firms.

 

Catherine started her career with Millennium in the winter of 2013. An experienced placement specialist, her previous background includes roles as a medical illustrator, a legal recruiter, a sales and marketing director and a business owner. She obtained and holds two U.S. patents for consumer products. At Millennium, Catherine assists advisors who are managing a minimum of $30 million in assets.

 

 

(Other individual territory recruiters/researchers not pictured)
 

 

Angelique Lipscomb is a researcher and candidate liason for the firm. After graduating from college, she worked for a brief time as an intern on a hit television show in Los Angeles.

 

Bandit, the Wonder Dog, is Millennium's Director of Distractions and Spontaneous Recreation. His skills include sniffing out hidden food, chasing all varieties of furry creatures across impossible terrain and making a friend of everyone comes into contact with. He is the "Honorary Mascot" of the company.