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Congratulations to our Barron's 2020 Top 100 Women Financial Advisors

 

Advisor Name

City

State

Tracey Gluck

Los Angeles

CA

Elaine Meyers

San Francisco

CA

Louise Armour

Palm Beach Gardens

FL

Sarah Damsgaard

Chicago

IL

Galit Ben-Joseph

New York

NY

Madelyn Miller

New York

NY

Colleen O'Callaghan

New York

NY

Elizabeth Weikes

New York

NY

America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. 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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