YP Awards 2024 Winners

CONGRATULATIONS TO OUR 2024 WINNERS!

Tyler Beachler Clearwater Capital Partners	Carly Bradshaw Pathstone	Noel Campbell Cresset	Bruce Cartwright TFO Wealth Partners	Jennifer Chan LNW

James Chapman Clearwater Capital Partners	Kenneth Chavis IV Versant Capital Management	Josh Coury Tolleson Wealth Management	Kyle Crawford Baker Tilly US	Hollis Dana-Wilson Glenmede

Matt Evans G1 Partners	Kevin Grisier Glenmede	Kimberly Helm Quantum Financial Advisors	Jen Hicks LNW	Zachary Holbrook RSM US

Tania Kaarvand Seneschal Family Office	Allison Lurie Gresham Partners	John Gus Miller Altair Advisers	Jessica Minty Ballentine Partners	Oliver Rose Cresset

Caroline Sacks Brown Advisory	Sarah Simmer Heritage Wealth Advisors	Alexa Steriti Carbone Ballentine Partners	Katherine White 1919 Investment Counsel	Cathy Wiegand The Family Office at Synovus

OVERVIEW OF COMPETITION

The Alliance is in search of the top young professionals under 40 in the family wealth industry. The 2024 Young Professionals Awards honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

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, 2024.

Nominees must be employed at a SFO, MFO or established multifamily wealth practice.

Other important items to note:

Multiple nominees from the same organization may be submitted; however, winners are limited to two per firm.

Neither nominators nor nominees are required to be members of The Family Wealth Alliance.

Self-nominations are welcome. Nominations may also be made by a colleague or supervisor. If a young professional is nominated by a colleague or supervisor, a Nominee Supplement must be completed by the nominee.

All nominees are required to include a letter of support. This can be from a supervisor, mentor, client, or colleague.

Winners from the 2020 and 2022 YP Awards are eligible to win again.

Only complete applications will be considered.

There is no fee.

Scoring Criteria

Nominees are judged based on equally weighted criteria averaged together to calculate their overall score. Weighting is executed by a computerized scoring system and not by judges’ determination. Judges will abstain from judging a category or a nominee if there is a conflict of interest. Judges provide their unbiased assessment on each candidate.

Judges look for the following elements while reviewing nominees:

Thoughtfulness of the application

Insights into the industry

Introspective reflections and considerations

Demonstrated impact

Does the candidate demonstrate client-centricity?

Does the candidate demonstrate high standards and values?

Does leadership see true potential in the candidate?

JUDGES

The following industry veterans volunteered to serve as judges for the 2024 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.


Andrea Ayres Partner Director - Family Office Brown Advisory	John Castrucci National Director of Family Office Services RSM	Wende Headley CEO, Partner, Advisor Quantum Advisors	Gary Hirschberg CEO Aaron Wealth

Whitney Kenter CEO & Founder Glowe	Sophia Loh Partner Head of Family Office Frank, Rimerman + Co	Kirby Rosplock CEO Tamarind Partners

QUESTIONS?

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

Emily Gorz
Program Manager
Emily.gorz@fwalliance.com