Top 40 advisors under 40 countdown: #11-20
January 17, 2018 12:00 AM
Each year On Wall Street ranks the highest-producing employee advisors in wealth management who are under age 40. We continue the tradition this year by unveiling advisors who ranked nos. 11 to 20.
Finalists for the ranking had to be no older than 39 as of Dec. 31, 2017, and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.
Scroll through to see who ranked nos. 11 to 20 this year.
Read more:Top 40 Under 40
Finalists for the ranking had to be no older than 39 as of Dec. 31, 2017, and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.
Scroll through to see who ranked nos. 11 to 20 this year.
Read more:
No. 20
Firm: UBS
Name: Chris Shukie
Age: 36
AUM: $407,474,346
Production: $3,292,250
Name: Chris Shukie
Age: 36
AUM: $407,474,346
Production: $3,292,250
No. 19
Firm: Merrill Lynch
Name: Derek Jancisin
Age: 29
AUM: $797,675,515
Production: $3,350,362
Name: Derek Jancisin
Age: 29
AUM: $797,675,515
Production: $3,350,362
No. 18
Firm: Morgan Stanley
Name: Maxwell Bull
Age: 36
AUM: $674,493,812
Production: $3,471,379
Name: Maxwell Bull
Age: 36
AUM: $674,493,812
Production: $3,471,379
No. 17
Firm: Morgan Stanley
Name: Matthew Offen
Age: 38
AUM: $689,936,991
Production: $3,494,408
Name: Matthew Offen
Age: 38
AUM: $689,936,991
Production: $3,494,408
JEFFREY THOLL
No. 16
Firm: Merrill Lynch
Name: Mark Miller
Age: 39
AUM: $618,856,610
Production: $3,506,191
Name: Mark Miller
Age: 39
AUM: $618,856,610
Production: $3,506,191
No. 15
Firm: Merrill Lynch
Name: Kevin Bruegge
Age: 37
AUM: $752,031,512
Production: $3,553,993
Name: Kevin Bruegge
Age: 37
AUM: $752,031,512
Production: $3,553,993
Callie Lipkin
No. 14
Firm: William Blair
Name: John Salvino
Age: 38
AUM: $423,215,742
Production: $3,613,768
Name: John Salvino
Age: 38
AUM: $423,215,742
Production: $3,613,768
No. 13
Firm: Ameriprise
Name: Geoff Lee
Age: 36
AUM: $324,283,900
Production: $3,632,110
Name: Geoff Lee
Age: 36
AUM: $324,283,900
Production: $3,632,110
No. 13*
Firm: Morgan Stanley
Name: Seth Haye
Age: 37
AUM: $772,964,358
Production: $4,085,882
*Editor’s note: Morgan Stanley advisor Seth Haye has been added to this list. He was not included initially because of a firm error.
Name: Seth Haye
Age: 37
AUM: $772,964,358
Production: $4,085,882
*Editor’s note: Morgan Stanley advisor Seth Haye has been added to this list. He was not included initially because of a firm error.
No. 12
Firm: UBS
Name: Jacob Creydt
Age: 39
AUM: $560,376,308
Production: $4,086,467
Name: Jacob Creydt
Age: 39
AUM: $560,376,308
Production: $4,086,467
No. 11
Firm: Merrill Lynch
Name: Stephen Bealer
Age: 36
AUM: $690,260,561
Production $4,114,288
Name: Stephen Bealer
Age: 36
AUM: $690,260,561
Production $4,114,288
