Christopher Miller
Christopher Miller
CLM Ventura, LLC
Financial Services Recruiting
cm199178@hotmail.com
(281) 362-5904
Craig Alan
Craig Alan
Partner/Recruiting Consultant
CLM Ventura, LLC
Financial Services Recruiting
Craig Alan Recruiting, LLC
carllc.9754@gmail.com
(858) 401-9754
For over 25 years Craig has been a Top Performer in establishing, broadening, and deepening business relationships. He has a relentless desire to help Financial Advisors enhance their client experience, gain greater control of their business, maximize value, and accelerate growth. He enjoys recruiting for the large national wirehouses and regional firms, as well as helping advisors make the jump to independence. Ultimately, he strives to find the best solution and best fit for each Advisor when they are making a transition.
Craig enjoys a busy work life. He lives in beautiful Carlsbad, CA. He and his two teenage children like to take advantage of all the great activities that Southern California has to offer – including the beach, playing tennis and golf, and skiing in the Winter.
Daniel Valaperta
Daniel Valaperta
Associate Partner
CLM Ventura, LLC
clmventura.daniel@gmail.com
Daniel has been helping clients grow their businesses for more than a decade.
When a financial advisor is considering changing firms, this is often one of the most important opportunities in their career. In Daniel’s words:
“If you’re interested in exploring the pros and cons of making a transition in the B/D and RIA marketplace, give us a call. We regularly speak with advisors that are on the verge of making common transition mistakes.
We’ll help you analyze and compare payouts, deferred comp, bonusses, tools & technology, company cultures, transition capabilities, etc. There’s no cost to you (we are compensated with a finder’s fee – paid by the hiring firm).
Daniel splits his time between the US and the UK. Depending on the day, you may find him on Wall Street or in Canary Wharf. Outside of the office, Daniel enjoys watching and playing a variety of sports – he is often on the tennis court, bicycle, jogging or swimming laps.