The 2020 Alliance Young Professionals Under 40 Awards


CONGRATULATIONS TO OUR
2020 WINNERS!

 

 


 

  Danielle Barrett
Brown Advisory

Client Advisor
  Ryan Benson
Aspiriant

Partner, Director in Wealth Management
  Leslie Carter
Gresham Partners

Advisor
Tessa A. Davis
Fiduciary Trust Company

Custody Account Manager
  Grant Dawes
Northland Wealth Management

VP Wealth Management & Associate Portfolio Manager
 
                     
Alexis S. Gettier
Day Pitney

Partner
  Justin Gullman
Gresham Partners

Advisor
  Jonathan Gulman
RegentAtlantic

Wealth Advisor
  Brad Harrison
Tiedemann Advisors

Managing Director
  Chris Hess
TFO Phoenix

Family Wealth Strategist
 
                     
Brittany Horn Cook
Tiedemann Trust Company

Managing Director, Fiduciary Counsel and Wealth Planner
  Morgan Irvin
Park City Family Office

Managing Director
  Tim Kane
BMO Family Office

Director of Traditional Markets Research
  Miller Kreider
1919 Investment Counsel

Portfolio Manager
  Rachael Mangoubi
Altair Advisers

Director
 
                     
Edward V. Marshall
Boston Private

Managing Director
  Annie McCauley
Sequoia Financial Group

Senior Vice President, Family Wealth Department Chair
  Stephanie A. Notarianni
Pitcairn

Managing Director of Operations & Technology
  Robert Persons
The Family Office at Synovus

Sr. Family Office Advisor
  Carl Petterson
Sawmill Private Management

Vice President
 
                     
  Melissa Punim
Aspiriant

Director in Strategic Planning, Partner
  Adrian M. Schau
1919 Investment Counsel

Client Advisor,
Vice President
  Justin Thompson
Tolleson Wealth Management

Director, Client Advisory Team
  Christopher Tyrrell
PKF O'Connor Davies Family Office

Senior Manager
  Ryan Wilson
Tolleson Wealth Management

Director, Client Advisory Team
 

 

 

 

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.

2020 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

2020 Judging Process

A panel of third-party judges (listed below) reviewed the nominations and selected the 2020 honorees. Winners were announced during the annual Alliance Fall Forum on October 23rd, 2020. All nominees and winners were invited to the awards gathering; however, winners were not required to attend in order to receive their award.

 

 

2020 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 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

 

 

QUESTIONS?

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

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