2011 Top 40 Financial Advisors Under 40: No. 20 through 1
November 28, 2011 2:18 PM
2011 Top 40 Financial Advisors Under 40: No. 20 through 1
On Wall Street's January issue featuring Thomas Hutson-Wiley of Merrill Lynch.
On Wall Street magazine ranks the Top 40 Under 40 by assets under management. This slideshow profiles No. 20 all the way up to No. 1.
Also see:
40 Under 40: No. 21 through No. 40
Top 5 Regional Advisors Under 40
On Wall Street magazine ranks the Top 40 Under 40 by assets under management. This slideshow profiles No. 20 all the way up to No. 1.
Also see:
40 Under 40: No. 21 through No. 40
Top 5 Regional Advisors Under 40
No. 20: Jason Zaks, Deutsche Bank
Age: 37
Assets under management: $708 million
Location: Winston-Salem, N.C.
Assets under management: $708 million
Location: Winston-Salem, N.C.
No. 19: Jeff Bryan, Merrill Lynch
Age: 39
Assets under management: $814.3 million
Location: New York
Assets under management: $814.3 million
Location: New York
No. 18: Jack Riley, Morgan Stanley Smith Barney
Age: 35
Assets under management: $830.2 million
Location: Morristown, N.J.
Assets under management: $830.2 million
Location: Morristown, N.J.
No. 17: Goran Bojovski, Merrill Lynch
Age: 31
Assets under management: $1.07 billion
Location: Edison, N.J.
Assets under management: $1.07 billion
Location: Edison, N.J.
No. 15: Charles Balducci, Merrill Lynch*
Age: 36
Assets under management: $1.106 billion
Location: New York
*Balducci is tied with his teammate Eric Snyder.
Assets under management: $1.106 billion
Location: New York
*Balducci is tied with his teammate Eric Snyder.
No. 15: Eric Snyder, Merrill Lynch*
Age: 37
Assets under management: $1.106 billion
Location: New York
*Snyder is tied with his teammate Charles Balducci.
Assets under management: $1.106 billion
Location: New York
*Snyder is tied with his teammate Charles Balducci.
No. 14: Gregory Klenke, UBS
Age: 37
Assets under management: $1.112 billion
Location: Houston
Assets under management: $1.112 billion
Location: Houston
No. 12: James Odorczuk, JPMorgan Securities*
Age: 38
Assets under management: $1.2 billion
Location: Boston
*Denotes a tie.
Assets under management: $1.2 billion
Location: Boston
*Denotes a tie.
No. 12: Samir Murty, RBC Wealth Management*
Age: 33
Assets under management: $1.2 billion
Location: Eau Claire, Wis.
*Denotes a tie.
Assets under management: $1.2 billion
Location: Eau Claire, Wis.
*Denotes a tie.
No. 11: Jesse Eaton, Wells Fargo Advisors
Age: 39
Assets under management: $1.235 billion
Location: New York
Assets under management: $1.235 billion
Location: New York
No. 10: Daniel Rothenberg, UBS
Age: 30
Assets under management: $1.237 billion
Location: Los Angeles
Assets under management: $1.237 billion
Location: Los Angeles
No. 9: Gregory Cash, Merrill Lynch
Age: 35
Assets under management: $1.36 billion
Location: Charlotte, N.C.
Assets under management: $1.36 billion
Location: Charlotte, N.C.
No. 8: Kevin Scott, Merrill Lynch
Age: 38
Assets under management: $1.4 billlion
Location: Los Angeles
Assets under management: $1.4 billlion
Location: Los Angeles
No. 7: David Lund, Merrill Lynch
Age: 37
Assets under management: $1.43 billion
Location: Grand Rapids, Mich.
Assets under management: $1.43 billion
Location: Grand Rapids, Mich.
No. 6: Peter Princi, Morgan Stanley Smith Barney
Age: 35
Assets under management: $1.52 billion
Location: Boston
Assets under management: $1.52 billion
Location: Boston
No. 5: Gregory Hersch, UBS
Age: 33
Assets under management: $1.71 billion
Location: New York
Assets under management: $1.71 billion
Location: New York
No. 3: Jason Fertitta, Morgan Stanley Private Wealth Management
Age: 39
Assets under management: $1.8 billion
Location: Houston
*Fertitta is tied with his teammate J. Michael Bollinger.
Assets under management: $1.8 billion
Location: Houston
*Fertitta is tied with his teammate J. Michael Bollinger.
No. 3: J. Michael Bollinger, Morgan Stanley Private Wealth Management*
Age: 39
Assets under management: $1.8 billion
Location: Houston
*Bollinger is tied with his teammate Jason Fertitta.
Assets under management: $1.8 billion
Location: Houston
*Bollinger is tied with his teammate Jason Fertitta.
No. 2: John Batista Bocchino, Morgan Stanley Smith Barney
Age: 39
Assets under management: $2.3 billion
Location: New York
Assets under management: $2.3 billion
Location: New York
No. 1: Thomas Hutson-Wiley, Merrill Lynch
Age: 37
Assets under management: $2.33 billion
Location: San Francisco
Also see:
40 Under 40: No. 21 through No. 40
Top 5 Regional Advisors Under 40
Assets under management: $2.33 billion
Location: San Francisco
Also see:
40 Under 40: No. 21 through No. 40
Top 5 Regional Advisors Under 40
