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When we present ourselves as experts, it's important to define what that means to us. Everyone who is associated with Newey & Co. comes to us with financial services experience, either within the recruitment field or the industry side and, more typically, both.

Your search will always be led by a professional who has a minimum of 10 years - and typically more - of experience in recruitment consulting, and a team that has no less than 15 years of financial services experience.

And because there are times when we all need to take a collective step back to see the big picture and have our assumptions challenged, we are honoured to have the guidance of our talented and highly regarded Advisory Board, that ensures that we are being the best that we can be for you, our clients.

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Senior Managing Partner

416-522-4331 |

A seasoned financial services recruiting executive, Lisa's foundation of knowledge and extensive network is based on her 15-year career in capital markets in North America and abroad.

Lisa has a passion for problem-solving. Formerly both an equity research analyst, and an institutional salesperson, Lisa brings a high level of rigor and diligence to the recruitment process.  She honed her executive search skills at Spencer Stuart, a Big-Five global retained search firm, and further developed her focus on capital markets recruiting at specialty boutiques.  Lisa’s expertise covers a wide range of capital markets functions and seniority levels, on both the buy-side and sell-side. 

Lisa started her career in equity research at Morgan Stanley and CIBC World Markets. She progressed to become a top-ranked research marketer in London, covering the Global Forestry and Basic Materials sectors, and serving UBS Warburg’s priority clients internationally.  

A registered Professional Engineer, Lisa graduated with an MBA from Ivey Business School, and holds a BESc in Civil Engineering from the University of Western Ontario.

Advisory Board



Our accomplished advisors consistently challenge us to be the best that we can be.


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Chief Executive Officer

Centennial State Capital

Mark is a Partner and CEO of Denver-based real estate investment firm, Centennial State Capital.

He brings deep sell-side expertise and leadership perspective to our Advisory Board, in addition to his real-estate investment background.

Prior to founding Centennial State Capital, Mark spent almost two decades in capital markets roles in New York City and Toronto, in roles that include serving as Head of a NYC-based hedge fund team at Citigroup, Head of the Institutional Equity Sales (Canada) team at Barclays, and as Executive Vice President and Head of Equity and FICC Sales and Trading at Echelon in Toronto.

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Chief Executive Officer

Alquity Investment Management

Bradshaw (Brad) Crombie is Chief Executive Officer of Alquity Investment Management, a specialist Global Emerging Market ESG investment manager headquartered in London, UK.

Previously responsible for all Fixed Income and LDI investing as Global Head at Aberdeen Asset Management, Brad lends invaluable knowledge and guidance to Newey & Co. from a buy-side perspective.

In addition to his investment activities, Brad also serves on the Business Strategy Committee of the Global Risk Institute (GRI) in Financial Services and the Advisory Group on McGill University in the UK and Europe.

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Former Chief Executive Officer & Head of Wealth Sales

HSBC Private Wealth Services (Canada)

Most recently CEO and Head of Wealth Sales with HSBC Private Wealth Services (Canada) for five years, Nader is a veteran of the financial services industry in Canada. His vast experience is based on 25+ years in senior executive roles in the areas of retail and commercial banking, wealth management and private banking at Canadian Big-Five and global banks that include BMO, RBC and HSBC.

A business development strategist, he is known for developing an entrepreneurial culture and accountabilities that consistently deliver strong results. An accomplished leader and coach, he developed his brand in attracting and developing top talent and mobilizing top-performing teams.



Searches can be challenging, but certain things keep us pushing forward. We are energized by our ability to do a
great job for our clients, solving their problems, giving back, and working together in a respectful and collaborative way to find solutions.

Our values
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We believe that that world would be a better place if we all shared more. We believe in sharing our interlinked expertise in recruitment and financial services and also in appreciating what others bring to the table.

In addition to sharing our knowledge and experiences, Newey & Co. shares its good fortune - and contributes 5% of all profits to Canadian registered charities that concentrate on health, safety and education for children and other vulnerable populations.

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Value creation, to us, means that our clients and other stakeholders are better off for having worked with us.


They found a great new team member whom they wouldn't have otherwise found. They found a best-fit candidate who contributes to their team in less time than it would otherwise have taken. They had an advocate for their firm who helped the candidate pool better understand the value in an opportunity. 



Our reputation is everything to us. When you engage with Newey & Co., you can expect us to invest hard work, consistent attention and persistence until your hiring challenges are solved.

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It's satisfying to feel useful, and we feel useful when we're contributing our first-hand, in-depth financial markets experience, appreciation for the complex interplay among roles, and our creative problem-solving skills to help our client partners solve their hiring challenges.



Everything works better when we can work together with maximum transparency and clear expectations. Respecting each others' differences and being open to new approaches often leads to faster, more effective solutions. Newey & Co. invites open communication and honest feedback from all of our partners.

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We believe that employees and employers are both better off if they each come away with a fair deal. It creates mutual confidence and long-lasting relationships based on trust, which saves time and money for all, and leaves both sides feeling energized. As our clients' representative, we don't take advantage of situations or people to close a deal, as our reputation as a trusted advisor and experienced consultant is our calling card. We encourage the same from all of our stakeholders.

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