YP Awards 2022 Winners

CONGRATULATIONS TO OUR 2022 WINNERS!

Joseph Ali PKF O'Connor Davies Partner - Private Foundation Practice	Victor Abiamiri Brown Advisory Portfolio Manager	Emily Cashman Ballentine Partners Partner & Senior Client Advisor	Michael Clark The Family Office at Synovus Chief Operations Officer	Liz De Nitto Sequoia Financial Group Vice President, Wealth Advisor

Jeffery P. DeHaan Clearwater Capital Partners Partner & Chief Compliance Officer	Candace Duecker Seneschal Advisors Principal, Managing Director	Laurel Eschbach Market Street Trust Company Director of Personnel & Culture	Ben Evers Tiedemann Advisors Managing Director	Karen M. Fleming FORVIS Private Client, Director

James Futrell BMO Family Office Director, Investment Advisory Services	Brian Gaister Pennington Partners CEO & Co-founder	Abigail S. George CIBC Private Wealth Management Managing Director, Family Office Executive	Annie Hays Sequoia Financial Group Director, Wealth Advisor	Amanda McGrath Asset Advisory Group Partner

Karla Ortiz-Flores Market Street Trust Company Buisiness Intelligence Manager	Kristen Hosak Pace ArentFox Schiff Partner	Kristy Pennock BMO Family Office Director, Strategic Initiatives	Rachael Reese Tolleson Wealth Management Director, Client Advisory Team	Oliver Rose Cresset Founder, Cresset Catalyst

Elliot Rotstein Ballentine Partners Senior Client Advisor	Whitney Webb Cresset Managing Director of Governance, Education and Philanthropy	Jacquie Weflen TFO Phoenix Partner, Family Wealth Strategist	Cathy Wiegand The Family Office at Synovus Wealth Strategist	Lauren Wood Wetherby Asset Mangement Wealth Manager and Share Holder

OVERVIEW OF COMPETITION

The Young Professionals competition is a way for The Family Wealth Alliance to honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

2022 Eligibility Requirements

Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:

Nominees must be under the age of 40 as of January 1, 2022

Nominees must be employed at an established or aspiring family wealth firm

Nominations must be submitted by 5 p.m. ET on May 6, 2022

2022 Judging Process

A panel of third-party judges (listed below) reviewed the nominations and selected the 2022 honorees. Winners were announced during the annual Alliance Fall Forum on October 18th, 2022. All nominees and winners were invited to the awards gathering; however, winners were not required to attend in order to receive their award.

2022 Scoring Criteria

Nominees were judged based on three criteria, equally weighted and averaged together to calculate their overall score. Weighting was executed by a computerized scoring system and not by judges’ determination. Judges could abstain from judging a category or a nominee if they believed there was a conflict of interest. Judges provided their unbiased assessment on each candidate.

Judges looked for the following elements while reviewing nominees:

Thoughtfulness of the application

Insights into the industry

Introspective reflections and considerations

Demonstrated impact

Does the candidate seem to focus on putting clients’ interests above their own?

Does the candidate appear to have high standards and values?

Does leadership see true potential in the candidate?

JUDGES

The following industry veterans volunteered to serve as judges for the 2022 Young Professionals Awards. All judges agreed to recuse themselves from discussing and voting on nominations with which he/she could be perceived as having a conflict of interest.

BRUCE BENESH

Retired Executive

CHRIS QUINN

Co-Executive Director,
CIBC Family Office

ELYN DAVIS

Director, Schwab Advisor Family Office

JACK THURMAN

Retired Executive

SCOTT SUMNER

Vice President, Head of Custody,
Fiduciary Trust Company

VAL GORMAN

Chief of Staff, Cresset Capital

WALLY HEAD

Retired Executive

CARA WILLIAMS

Director of Client Service,
Wetherby Asset Management

QUESTIONS?

For questions regarding this and future Alliance Young Professionals Awards, please contact:

Brooke Morimoto
Senior Director of Member Experience
704-219-2172
Brooke@fwalliance.com