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Congratulations to our 2020 Forbes Best-In State Wealth Advisors

 

First Name

Last Name

City

State

Drew

Corradini

San Francisco

CA

Tracey

Gluck

Los Angeles

CA

Elaine

Meyers

San Francisco

CA

Ronald

Munman

Los Angeles

CA

Gregory

Onken

San Francisco

CA

Ryan

Stewart

Los Angeles

CA

Sergio

Akselrad

Miami

FL

Louise

Armour

Palm Beach Gardens

FL

Robert

Burns

Palm Beach Gardens

FL

Damion

Carufe

Palm Beach Gardens

FL

Richard

Comeau

Miami

FL

David

Li

Palm Beach Gardens

FL

Jeremy

Schneider

Palm Beach Gardens

FL

Kurt

Sylvia

Palm Beach Gardens

FL

Andrew

Firstman

Atlanta

GA

Brian

Jenkins

Atlanta

GA

Christian

Habitz

Chicago

IL

Daniel

Resnick

Chicago

IL

Frank

Botta

Boston

MA

Patrick

Corbett

Boston

MA

Jamie

Fagan

Boston

MA

Robert

Mason

Boston

MA

James

Minchello

Boston

MA

Peter

Noonan

Boston

MA

Neil

Canell

New York

NY

Jay

Canell

New York

NY

John

Delehanty

New York

NY

Mark

Glasser

New York

NY

Mark-Naftoli

Horowitz

New York

NY

Marcus

Kline

New York

NY

Jordan

Mayer

New York

NY

Colleen

O'Callaghan

New York

NY

Todd

Richman

New York

NY

Clark

Schubach

New York

NY

Scott

Seltzer

New York

NY

David

Starker

New York

NY

Mike

Taggart

New York

NY

Robert

Waldbauer

New York

NY

Elizabeth

Weikes

New York

NY

Ryan

Winger

White Plains

NY

Scott

Zemachson

New York

NY

Michael

Hershey

Bellevue

WA

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.

 

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