InvestmentNews’ 2022 40 Under 40
Five of this year's 40 Under 40 honorees share their thoughts on the profession, including the keys to success and what motivates them.
40U40 Spotlight: Brett Orvieto
The managing partner at Dakota Wealth Management teaches financial literacy classes to young people who are often ignored by the traditional finacial advice industry.
40U40 Spotlight: Ka’Neda Bullock
The CEO and founder of Master Plan Investment Group said yes to an internship in finance and was 'bitten by the bug.'
40 Under 40 Spotlight: Tan Phan
The CEO and founder of TAN Wealth Management says he became a financial adviser to spread the financial literacy that his mother needed after she moved the family from Vietnam to the U.S.
40 Under 40 Spotlight: Brittney Castro
The founder of Financially Wise discusses how the financial advice industry can evolve to become more attractive to young and diverse advisers
40 Under 40 Spotlight: Philip Gibson
Carroll Financial's director of financial planning and associate professor of finance at Winthrop University addresses the lack of diversity in the financial advice industry
40 Under 40 Spotlight: Dasarte Yarnway
Mike Shillin of Shillin Wealth and Dasarte Yarnway have a frank conversation on race, savings and the importance of diversity and inclusion to the future of the financial advice industry
40 Under 40 Spotlight: Chris Vizzi
Starting your own firm can seem daunting to many advisers. Chris Vizzi shares how he took on the start-up challenge in this conversation with Mike Shillin
40 Under 40 Spotlight: Jay Lipman
ESG and impact investing are seen by many as the future. Mike Shillin of Shillin Wealth and Jay Lipman of Ethic discuss why
40 Under 40 Spotlight: Jud Mackrill
Marketing is more than a "nice to have" for financial advisers. Jud Mackrill of Carson Wealth and Mike Shillin of Shillin Wealth discuss why it is essential and share tips for getting the most from it
