The best and brightest of the US wealth management industry have been named InvestmentNews Awards 2024 Excellence Awardees, with the ultimate winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.
Below is a full rundown of the finalists. Stay tuned to the InvestmentNews Awards 2024 section as we profile Excellence Awardees in the build-up to the big day.
ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS
Excellence Awardees
Aaron Hodari - Schechter Investment Advisors
Chris Vizzi - South Coast Investment Advisors, LLC
David Copeland - Strategic Wealth Partners
Joseph Spada - Summit Financial
Marti Marache - Harbor Asset Private Wealth
Michaelangelo Dooley - NewEdge Wealth
Rick Blanke - Blanke Schein Wealth Management
Sandra Cho - Pointwealth Capital Management
ADVISOR OF THE YEAR – ESG/RESPONSIBLE INVESTING
Excellence Awardees
Bud Sturmak - Perigon Wealth Management
James Brewer - Envision Wealth Planning
Jason Britton - Reflection Asset Management
Jeffrey Kingzett - Ameriprise Financial
Nick Cantrell - Green Future Wealth Management
Peggy Haslach - Planning For Good
Peter Krull - Earth Equity Advisors
ADVISOR OF THE YEAR (REGIONAL – MID-WEST)
Excellence Awardees
Jim Wessels - Vision Financial Group
MaryAnn Pietromonaco - Morgan Stanley
Sam Huszczo - SGH Wealth Management
Stoy Hall - Black Mammoth
Tim Rueter - Foundation Wealth Strategies
Travis Sholin - Keystone Financial Services
ADVISOR OF THE YEAR (REGIONAL – NORTHEAST)
Excellence Awardees
Christina Nash - Knox Grove Financial, LLC
Gregory Guenther - GRANTvest Financial Group
Lawrence Sprung - Mitlin Financial Inc®
Rocco Carriero - Rocco A. Carriero Wealth Partners Ameriprise Financial
Zach Gering - Wealthspire Advisors
Zack Hubbard - Greenspring Advisors
ADVISOR OF THE YEAR (REGIONAL – SOUTHEAST)
Excellence Awardees
Divam Mehta - Mehta Financial Group, LLC
James Wolf - Merrill Lynch Wealth Management
Kirk Klein - Koss Olinger
Nina O'Neal - AIM Advisors
Stanley Funches - INTELUS Wealth Management
Tom West - Signature Estate & Investment Advisors
ADVISOR OF THE YEAR (REGIONAL – SOUTHWEST)
Excellence Awardees
Jenna Biancavilla - 17 Capital Partners, LLC DBA Pearl Capital Management
Jimmy Williams - Compass Capital Management
John Loyd - The Wealth Planner™
Keary Castleberry - Snowden Lane Partners
Matthew Walker - Fortitude Family Office
Stephanie Tsang - North Star Resource Group
ADVISOR OF THE YEAR (REGIONAL – WEST)
Excellence Awardees
Chris Giovinazzo - Accelerate Retirement
Cody Klein - SageView Advisory Group
Dave Alison - Alison Wealth Management
Jourdan Sy - Growth Partners
Robert Patton - SageView Advisory Group
Wanda Delgado - Insight Financial Advisors
ASSET MANAGER OF THE YEAR
Excellence Awardees
American Funds
BlackRock
Dimensional Fund Advisors
Fidelity
Franklin Templeton
Nuveen Investments
PIMCO
Schwab Asset Management
Select Sector SPDRs ETFs
T. Rowe Price
Vanguard
BROKER-DEALER/CUSTODIAN OF THE YEAR
Excellence Awardees
Cambridge Investment Research, Inc.
Commonwealth Financial Network
Goldman Sachs
LPL Financial LLC
Northwestern Mutual
Park Avenue Securities
Raymond James Financial Services
Sigma Financial and Parkland Securities
Transamerica Financial Advisors
CEO OF THE YEAR
Excellence Awardees
Amy Webber - Cambridge Investment Group
Dave Welling - Mercer Advisors
George Nichols III - The American College of Financial Services
Jamie Price - Osaic Inc.
Kevin R. Keller - Certified Financial Planner Board of Standards, Inc.; Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board)
Laura Prieskorn - Jackson Financial Inc.
Marianne Caswell - Park Avenue Securities
Matt Brown - CAIS
Peter Mallouk - Creative Planning
Rob Sechan - NewEdge Wealth
Shirl Penney - Dynasty Financial Partners
Terry Rasmussen – Thrivent
DEI ORGANIZATIONAL EFFORT OF THE YEAR
Excellence Awardees
All(In)Vested
Certified Financial Planner Board of Standards, Inc.; Certified Financial Planner Board of Standards Center for Financial Planning, Inc. (CFP Board)
Equitable
Females & Finance
FS Investments
Northern Trust Asset Management
Prudential Advisors
SEIU 775 Benefits Group
The American College of Financial Services
DEI TRAILBLAZER OF THE YEAR
Excellence Awardees
Benjamin Ola Akande - Stifel Financial
Carina Diamond - Stella Secunda
Christian Nwasike - Association of African American Financial Advisors
Ethel J Davis - VZD Capital Management, LLC
Kimberley J. Mendall Mondonedo - The Mendall Financial Group
Maz Kamaruddin - Guardian Life
Michelle Morris - Morgan Stanley
Nena Chhoum - LPL Financial
Ryan Philmon - Equitable
Simi Dubb – Citi
EMPLOYER OF CHOICE
Excellence Awardees
Allianz Life Insurance Company of North America
Cambridge Investment Group
Charles Schwab
Jackson Financial Inc.
Mercer Advisors
Merit Financial Advisors
Prudential
Sanctuary Wealth
SignatureFD
Wells Fargo & Company
EXCELLENCE IN PHILANTHROPY AND COMMUNITY SERVICE
Excellence Awardees
Greg Friedman - Wealthspire Advisors
Heather Fortner - SignatureFD
Johnson Bixby
Heather Fortner - SignatureFD
Jordan Toma - Prudential Advisors
Koss Olinger
Sibyl Slade - IntegriVest Wealth Advisors, LLC.
Stacy Francis - Francis Financial
LIFETIME ACHIEVEMENT IN THE WEALTH MANAGEMENT INDUSTRY
The recipient of this award will be contacted weeks before the event and will be announced at the InvestmentNews Awards.
MOST INNOVATIVE USE OF WEALTHTECH
Excellence Awardees
Emerald Retirement Planning Group, Inc.
Farther
MassMutual / MML Investors Services
Mercer Advisors
Montage Wealth Advisors
NEXTGEN ADVISOR OF THE YEAR
Excellence Awardees
Alex Petsis - Anthony Petsis & Associates
Andrew Fincher - VLP Financial Advisors
Erin Christy - Choreo LLC
Jorrell Bland - Mitlin Financial, Inc
Julie Penwell - Wealthspire Advisors
Kristin Strom - North Star Resource Group
Kyle Pahnke - Retirement Solutions
Miller Hoffman – TradeWinds
RIA FIRM OF THE YEAR
Excellence Awardees
Creative Planning
Hightower Advisors
Integrated Partners
Mercer Advisors
Merit Financial Advisors
NewEdge Capital Group
Wealthcare Capital Management
RIA TEAM OF THE YEAR (10 ADVISORS OR MORE)
Excellence Awardees
Callan Family Office
Carlson Capital Management
Destiny Wealth Partners
East Paces Group
HoyleCohen
Koss Olinger
MAYFLOWER ADVISORS
Modern Wealth Management
RIA TEAM OF THE YEAR (UNDER 10 ADVISORS)
Excellence Awardees
Ausperity Private Wealth
Dahring | Cusmano
Gertsema Wealth Advisors
GRANTvest Financial Group
Helium Advisors
Kendall Capital
Palumbo Wealth Management
Pensionmark
Saige Private Wealth Management
The Clifford Group
WEALTHTECH PROVIDER OF THE YEAR
Excellence Awardees
Advisor360°
AssetMark
BridgeFT
Docupace
Envestnet
FusionIQ
intelliflo
Nebo Wealth
Orion Advisor Solutions
SEI Investments Company
Vestmark
WHOLESALER OF THE YEAR
Excellence Awardees
Anthony Shutman - JP Morgan
Austin LaVelle - Athene
Ben Sullivan - AE Wealth Management LLC
Gigi Norcross - Green Century Capital Management
Kristen McGarry - Pacific Life
Salih Besirevic - Jackson National Life Distributors LLC
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