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:
|
2020 Judging Process
|
|
||||||||
|
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:
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.
|
||||||||||
|
QUESTIONS? For questions regarding this and future Alliance Young Professionals Awards, please contact: Brooke Morimoto |