Email:

General Inquiries

Kelvin Thompson • Jodi Kaelle • Tracy Robinson • Anne Donnelly • Tamara Bartels • Amanda Cheng • Eric McNulty

New York

Phone: +1 917 289 0306   Fax: +1 917 289 0307

Mailing Address:
MontaRosa, LLC
244 Madison Avenue, Suite 2220
New York, NY 10016

Geneva

Phone: +41 22 747 7872 Fax: +41 43 456 9666

Mailing Address:
MontaRosa Sàrl
18 Avenue Louis-Casaï
1209 Geneva, Switzerland

Zürich

Phone: +41 44 214 6661 Fax: +41 43 456 9666

Mailing Address:
MontaRosa Sàrl
Bahnhofstrasse 52
8001 Zürich

MontaRosa is an innovative leadership company focusing our expertise on:

• executive search

• human capital management

• leadership consulting

• succession management planning

 

Kelvin Thompson – Founder & Managing Partner

Jodi Kaelle – Senior Consultant

Tracy Robinson – Search Consultant

Anne Donnelly – Search Consultant

Tamara Bartels – Operations

Amanda Cheng – Search Execution

Eric McNulty – Thought Leadership Strategist

Currently based in MontaRosa’s Geneva office, Tamara joined MontaRosa at its inception. She serves as the firm’s Operations Manager, and assists on under-the-radar global senior level / executive search assignments.

Previously, Tamara worked on consulting assignments for professional services firms, her main clients being two of the top five executive search firms. Her last assignment before joining MontaRosa was with Heidrick & Struggles, where she assisted the global head of the Private Equity, Venture Capital & Alternative Financing Practice. Prior to that she worked as a project manager involved in the company’s innovation and marketing strategies.

Tamara worked in human resources at Cargill International in Switzerland where she ran the recruiting and training programs for commodity traders in the grain, freight, and financial markets. She left that position to backpack solo around the world, and then settled in the San Francisco Bay Area for a few years before her recent return to Europe.

She began her career in Geneva with Procter & Gamble, then Hewlett-Packard, and entered the executive search area working with Boyden International. Born in the U.S., brought up in England, now living in France a few miles from the Swiss border, Tamara speaks fluent French.

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Jodi joined MontaRosa in 2008 after almost a decade at Heidrick & Struggles. Her last role there was helping to manage the global private equity, venture capital and alternative financing practice focusing on driving revenue through global knowledge management and partner/client engagement. She was also Associate Director of the San Francisco office for several years working with clients across the globe on hundreds of C-level searches.

Her position as Senior Consultant at MontaRosa has been focused not only on driving stellar delivery for clients, but also building out the content behind the projects for its talent initiatives, thought leadership and metrics-based research programs. At MontaRosa, every client engagement is commenced with a deep understanding of qualitative and quantitative market drivers to get to the right leadership solution. Part of Jodi’s role is to identify proven transformational talent and the next generation of leaders around the globe with a particular emphasis on companies going through a major step-change or restructuring. She is also highly specialized in emerging markets, financial services and private equity.

Upon graduation from the University of the Pacific with a degree in international affairs and commerce, and a minor in French language, Jodi started her career as a research analyst at the World Resources Institute in Washington, D.C. She worked with the Senior Economist focused on population, sustainability and emerging markets issues, which ultimately led to a two-year stint with the Peace Corps in Cameroon. Upon her return to the U.S., Jodi worked for Montgomery Securities first in equity research and then on special projects for the CEO. Just prior to joining Heidrick & Struggles, Jodi spent time as a career counselor for MBAs going into private equity and venture capital at The Wharton School at The University of Pennsylvania.

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As the Founder of MontaRosa, Kelvin Thompson has set out to develop a firm that is a catalyst to redefining the search industry.  Disillusioned by the global generalist search ethic of simple fulfillment, his mission within MontaRosa is to work with organizations at an inflection point where the injection of the right human capital delivers long-term value and growth.   Today he works with many of the world’s largest financial and technology institutions where innovation and creative solutions matter more than filling a job.  He leads a tightly integrated and stealth team of people based in Europe, North America and Asia.

Prior to founding MontaRosa, Kelvin was a senior partner for over eight years with the international executive search firm, Heidrick & Struggles. During his tenure there he was the global managing partner for the Private Equity, Venture Capital & Alternative Financing Practice. He also held several leadership positions, including global head of the CIO/CTO Practice, chief innovation leader, chief strategy & development officer and chief marketing officer.  Prior to that, Kelvin worked for Norman Broadbent International, where he was president of U.S. operations and chairman of its global New Media, Entertainment and Technology Practice.

Having worked as a leadership consultant on nearly every continent across the globe, Kelvin is a regular speaker and panel leader at international conferences and seminars on such topics such as human capital, global growth and innovation, and hiring of new thinkers.  He has helped grow client companies by leading them through provocative and innovative strategizing exercises.

He has more than 20 years of experience working for clients in Europe, the United States and Asia. He has also held non-executive roles and served as an advisory member for both U.S. and European firms.

Kelvin holds a bachelor’s degree with honors from London University.

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Global in scope, we offer the capability to reach across all industries – but with an emphasis in private equity, financial services, and major global corporations going through a step-change.  Our clients are defined by their commitment to revolutionary change, exponential growth and transformational initiatives.

We are building a comprehensive metrics- and performance-based platform of top executives and future leaders that will enable our clients, our partners and ourselves to reach into top talent pools across the globe with fierce acuity.

Pioneering best practices in knowledge capture of executives, we combine qualitative assessment with quantitative performance metrics. We also provide analysis of newly emphasized functional roles including risk and investment officers.  We provide unparalleled access to the communities that will define and lead best practices in a new era of leadership.

OUR KNOWLEDGE PLATFORM

We have created a knowledge platform of executives that boasts both quantitative metrics and an assessment of their qualitative experiences and competencies. It is the basis for every project we undertake. This cutting-edge knowledge will transform the way executive search is done with our clients, bringing a new level of transparency to the process.

WHAT’S HOT NOW AT MONTAROSA

Private Equity and Alternative Investments:

Our team has been a part of building a successful private equity and alternative investments practice at a leading executive search firm. Our knowledge of talent in private equity around the globe runs quite deep, based on current and past client work placing investment professionals and advising on leadership succession issues.

Special feature:  Click here to read “3i Group’s Perspective on Growth Capital” (see page 24), an interview with 3i Chairman and Managing Partner Robert V. Stefanowski. Conducted at a recent Argyle Executive Forum by MontaRosa’s Kelvin Thompson, the transcript appears in Capital IQ’s September 2009 Monthly Market Observations.

Financial Services:

This is an especially difficult time for financial services organizations and their human capital needs. Leaders of financial services companies are faced with more government intervention, uncertain revenues, shareholder activism and employees worried about their jobs. This is when strong and proven leadership experience is needed the most.

Our experience in financial services, including asset and wealth management, and the field of talent management is built upon more than twenty years in executive search and leadership consulting. We pride ourselves on knowing the proven and experienced leaders – as well as the up-and-coming talent – in this sector around the globe. We seek to be a part of the solution for this current leadership void in financial services.

Distressed Organizations:

Our expertise in consulting with distressed companies speaks for itself, thanks in part to our robust knowledge platform and performance metrics system. We are happy to provide a list of clients who have been happy with how we have helped them approach leadership challenges and solutions in distressed environments. Reorganizations, for instance.

Given the current state of the global economy, distressed investing is more popular than ever, with attractive long-term returns and limited downside risk. Our clients – both the companies themselves as well as private equity investors – seek new leaders when investing in distressed companies because those companies may need different types of executives in good times versus bad. Distressed companies need leaders who provide a calming influence, but who also implement cost management, make hard decisions and inspire – despite hard times.

Emerging Markets:

Emerging markets around the globe are some of the only economies still consistently growing. According to our private equity clients, and through our research, we see this as a trend that will continue in the medium and long term.   Not only are the returns on investment in emerging markets proving worthwhile, investments there do not rely on debt so it can be a good vehicle for deal flow in the this marketplace.

As we work with our private equity clients on leadership succession in emerging markets, we are finding not only that this sector expertise continues to grow but also that regional expertise is transforming into global emerging markets expertise. We know this global talent well. This is good news for our clients who have a global focus and who want the best leadership and returns in emerging markets going forward.

Boards of Directors:

Boards are facing a major transformation given the troubled state of the global marketplace. The days of the rubber stamp are gone. To make a positive impact in these complex times, a conscientious board member must choose carefully which board seats on which to focus – and perhaps give up the rest. We believe in directors who are actively involved in decision-making and driving results for their respective companies.

Chief Sustainability Officers:

MontaRosa specializes in recruiting the best CSOs around the globe through our Sustainability Practice. Our depth of team expertise and long-term engagement in the area of business-driven sustainability advantage gives us unique knowledge of, and access to, the globe’s top business sustainability leadership.

With the business case becoming clear, leading companies are positioning sustainability as core to business strategy rather than a peripheral bolt-on. This central strategic role requires new, more senior leadership, with skill sets from non-traditional backgrounds to complement proven business leadership skills. We help you find those leaders.

Our research provides a deep knowledge base of what “excellent” looks like for value-driving sustainability officers and includes measurements for their success. Further, we have identified the next generation of up-and-coming leaders in this function.

Because of our deep knowledge of the various business-driven strategic plays for sustainability – improving top and bottom line growth, enhancing reputation and brand, managing regulation advantage, fostering innovation, engaging employees, and mitigating risk – we help our clients tightly define a role according to the nuances of their particular business strategy and then quickly find exactly the right leader for their particular need.

With the growing BRIC economies there are numerous factors helping thrust sustainability issues to the forefront, including resource competition, climate change and energy security legislation, ecosystem overstretch, digitized, global transparency via mobile and net tools, activist citizenry and NGOs, sustainability-demanding private and public procurers, and shifting consumer sentiment. As these factors begin to coalesce, 21^st century businesses are finding sustainability issues shooting to the top of the CEO’s agenda.

Hiring a good CSO – who reports directly to the CEO or one level down – is one way to systematically exploit, integrate and embed both the opportunity-seizing and risk-managing aspects of this new 21^st century business context across all functions.

We look forward to working with our clients in the new sustainability arena, helping them develop an expanded vision that inspires employees, customers, shareholders and beyond as they responsibly steward both long term shareholder value and even longer term planetary health.