The 2020 Alliance Young Professionals Under 40 Awards

 

 

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.

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, 2020

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

  • Nominations must be supported by the nominee's President/CEO, their direct supervisor, or an Alliance member

  • Nominations must be submitted by 5 p.m. ET on May 31, 2020

Judging Process

A panel of third-party judges will review the nominations and select the 2020 honorees. Winners will be recognized at an awards lunch and meeting during the annual Alliance Fall Forum on October 21st, 2020. All nominees and winners are invited to the awards gathering; however, winners are not required to attend in order to receive their award.

 

 

SCORING CRITERIA 

Nominees will be judged based on 3 criteria (optional 4th), equally weighted and averaged together to calculate their overall score. Weighting will be executed by a computerized scoring system and not by judges’ determination. Judges may abstain from judging a category or a nominee if they believe there is a conflict of interest or for any other reason. Judges must provide their unbiased assessment on each candidate.

Judges will 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 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 vertrans have volunteered to serve as judges for the 2020 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. 

RICHARD JOYNER

President, Tolleson Wealth Management

 

NIKKI MICHELINI

Partner, Aspiriant

NEIL KREUZBERGER

President, Kreuzberger Associates

 

PAUL PEREZ

Senior Advisor, Delegate Advisors

PATRICIA LEBON

Retired, Family Office & High Net Worth Insurance

& Risk Management Specialist

   

DUNE THORNE

Head of the Northeast & Head of Client

Experience, Brown Advisory

 

 

AWARD CEREMONY

Winners will be announced on October 20th during the Alliance Fall Forum.

 

QUESTIONS?

For questions regarding the Young Professionals Awards, please contact:

Brooke Morimoto
Director of Strategic Programs
312.248.8820, ext. 702
Brooke@fwalliance.com