The Search For Knowledge

We are Financial Services specialists dedicated to enhancing the return on investment of a company’s most important resource, its people.
Welcome To Travillian

We Are Calculating The Best Opportunities For You

Travillian is a nationally focused executive search and talent advisory boutique dedicated to exclusively serving the financial services industry. We have helped the corporations, service providers and investors within these sectors improve their businesses since our establishment in 1998. We have an excellent reputation and ​adhere to the highest ethical standards.

Happy Clients
Searches Completed
Years Of Experience
Team Members
Recruiting Services

Industries We Cover

We offer a wide range of executive search services. We utilize a team approach to execute search and advisory projects, leveraging the unique but interlocking relationships and knowledge base of each search consultant.


Financials sector specialist focus for private equity companies and asset managers, including hedge funds, pension funds, and long only funds.

Banking & Fintech

Deep focus on community banking, tech-powered financial institutions, CDFIs, and the fintechs themselves.

Diversified Financials

Specialty finance companies, including mortgage lenders/servicers, consumer and commercial finance, leasing, asset managers and more.

Investment Banking

First in class coverage of FIG specialists within investment baking, research and fixed income, as well as business line heads and operations professionals.   


Placement of targeted, industry-specific consultants in the areas of risk, strategy, regulatory, management.


Skilled Attorney placement with a financial institution-focus, regarding M&A, capital, regulatory hurdles, formations, and fintech.

Travillian Next

Let’s See Our Latest Articles & Videos

Travillian Next, launched in early 2020, is dedicated to producing original, behind the scenes content for the banking & fintech industries.

Never Underestimate the Power of Simplicity: A Conversation with InterBank’s President, C.K. Lee

With an incredibly diverse past in investment banking, private equity, and bank regulation, InterBank’s President and COO, C.K. Lee, is one of the industry’s most well-rounded executives. He joined InterBank three years ago, which has a distinct strategy around loan pricing and funding which is so simple yet so atypical in the bank space.

Pioneering the Future: The Confluence of Technology and Banking

It’s been a while since our last additions, but we are thrilled to introduce three new visionary banks to the Travillian Tech-Forward Bank Index by hosting an engaging group discussion with a C-level executive from each bank. These institutions epitomize the spirit of innovation and stand poised to be meaningful participants in an era of banking that is reshaping existing paradigms.

From Pens to Pixels: Maximize Your Marketing Efforts for Customer Growth

Join Keith Daly, Principal – Banking & Fintech Search, at Travillian, as he hosts a dynamic discussion featuring industry experts Alana Levine, Chief Revenue Officer at Fintel Connect, and Micah Davis, Chief Marketing Officer at Live Oak Bank. Together, they delve into the strategies necessary to compete in the relentless battle for deposits and customer retention.

Client Feedback

Our Client Reviews

Travillian focuses on building long-term, trust-based relationships with financial services companies and their service providers. Whenever a partner engages us, we consider it our utmost responsibility to deliver our best work on time, every time.

Erik Skovgard

    On a recent high-level executive search Travillian presented us with seven outstanding candidates. I wanted to hire all seven prospects. Travillian guided us through the entire hiring process and helped us make the best decision possible for our organization.

    Erik Skovgard

    CEO & President at Lincoln Savings

    Mary Jayne Crocker

      Working with Travillian was simple, entertaining and extremely productive. Not only did I thoroughly enjoy the process, but the end result exceeded expectations. All evidence to date suggests that Travillian delivered and they did so in less than 3 months.

      Mary Jayne Crocker

      EVP & CEO at Bridgewater Bank

      Want to Learn More? Contact Us

      Get in contact with us to learn more about our services, what we do and how we can help your company to achieve its goals.