Top 40 advisors under 40 countdown: #31-40
January 16, 2018 12:53 AM
Each year On Wall Street ranks the highest-producing employee advisors in wealth management who are under age 40. These successful financial planners have youth and grit in common. They also have a work ethic that sets them apart from the competition.
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.
Top 40 Under 40 highlights these standout advisors. Scroll through to see who ranked nos. 31-40.
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.
Top 40 Under 40 highlights these standout advisors. Scroll through to see who ranked nos. 31-40.
Read more:
No. 40
Firm: Baird
Name: Gregory Sommersberger
Age: 37
AUM: $358,590,302
Production: $2,444,890
Name: Gregory Sommersberger
Age: 37
AUM: $358,590,302
Production: $2,444,890
No. 39
Firm: RBC
Name: Eric Englund
Age: 34
AUM: $140,000,000
Production: $2,500,000
Name: Eric Englund
Age: 34
AUM: $140,000,000
Production: $2,500,000
GINO_DEGRANDIS
No. 38
Firm: Merrill Lynch
Name: Jason Ting
Age: 38
AUM: $405,683,831
Production: $2,583,488
Name: Jason Ting
Age: 38
AUM: $405,683,831
Production: $2,583,488
No. 37
UBS
Name: Franco Estrada
Age: 36
AUM: $392,120,170
Production: $2,639,339
Name: Franco Estrada
Age: 36
AUM: $392,120,170
Production: $2,639,339
No. 36
Firm: Merrill Lynch
Name: Michael Shalhoup
Age: 33
AUM: $301,641,339
Production: $2,674,852
Name: Michael Shalhoup
Age: 33
AUM: $301,641,339
Production: $2,674,852
Matt Greenslade
No. 35
Firm: Merrill Lynch
Name: Marc Balducci
Age: 38
AUM: $388,837,510
Production: $2,677,162
Name: Marc Balducci
Age: 38
AUM: $388,837,510
Production: $2,677,162
No. 34
Firm: UBS
Name: Mark Grueninger
Age: 39
AUM: $136,675,850
Production: $2,689,824
Name: Mark Grueninger
Age: 39
AUM: $136,675,850
Production: $2,689,824
No. 33
Firm: RBC
Name: Christopher Vollmer
Age: 38
AUM: $1,300,000,000
Production: $2,750,000
Name: Christopher Vollmer
Age: 38
AUM: $1,300,000,000
Production: $2,750,000
Soli
No. 32
Firm: UBS
Name: Kalyn Maher Walker
Age: 32
AUM: $674,597,087
Production: $2,763,329
Name: Kalyn Maher Walker
Age: 32
AUM: $674,597,087
Production: $2,763,329
No. 31
Firm: Morgan Stanley
Name: Jordan Eisenberg
Age: 38
AUM: $224,824,045
Production: $2,774,454
Name: Jordan Eisenberg
Age: 38
AUM: $224,824,045
Production: $2,774,454
