CONGRATULATIONS TO OUR 2022 WINNERS!
Joseph Ali |
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Michael Clark |
Sequoia Financial Group Vice President, Wealth Advisor |
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Clearwater Capital Partners Partner & Chief Compliance Officer |
Candace Duecker |
Market Street Trust Company Director of Personnel & Culture |
Ben Evers |
FORVIS Private Client, Director |
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CIBC Private Wealth Management Managing Director, Family Office Executive |
Sequoia Financial Group Director, Wealth Advisor |
Asset Advisory Group Partner |
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Kristy Pennock |
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Cresset Founder, Cresset Catalyst |
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Ballentine Partners Senior Client Advisor |
Cresset Managing Director of Governance, Education and Philanthropy |
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The Family Office at Synovus Wealth Strategist |
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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. |
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2022 Eligibility Requirements Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:
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2022 Judging Process
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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:
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.
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QUESTIONS? For questions regarding this and future Alliance Young Professionals Awards, please contact: Brooke Morimoto |