About 40 Under 40

The InvestmentNews 40 Under 40 project offers a close look at some of the standout potential in the financial advice industry by spotlighting often unrecognized young talent doing remarkable things. The key attributes InvestmentNews’ editorial staff looked for among more than 800 nominations we received this year were: accomplishments to date, contributions to the industry, leadership and promise.

But it’s not just about the future. Our 40 advisers and related industry professionals are making a difference now. Their stories will entertain and inform, as well as illustrate the best of what this profession can be.

The 40 Under 40 class of 2017, after attending the annual InvestmentNews luncheon and video shoot in New York on May 22. Photo credit: Erin Patrice O'Brien.

Honorees in the class of 2017 are every bit as impressive as those in last year’s class, the class of 2015 and in our inaugural class. We had a tough time narrowing the pool to just 40 — and that’s good news. Despite ongoing challenges of recruiting young people into the industry, this latest class and their encouraging stories show the promise of the future.

Ralph R. Ortega, special projects editor


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