Top 40 Under 40 Countdown: #1-10
January 13, 2016 5:00 PM
Top Advisors Under 40
On Wall Street annually ranks the industry's top young producers.
Nominations come from advisors and firms, and On Wall Street ranks these advisors by their trailing 12-month production. Click through our slideshow to see which advisors ranked numbers 1 to 10.
To read the full story and learn how some of these elite young producers found their path to success, clickhere .
Image: iStock
Nominations come from advisors and firms, and On Wall Street ranks these advisors by their trailing 12-month production. Click through our slideshow to see which advisors ranked numbers 1 to 10.
To read the full story and learn how some of these elite young producers found their path to success, click
Image: iStock
10. Jack Wong
AGE: 39
FIRM: MORGAN STANLEY
PRODUCTION: $4,347,996
AUM: $1,000,000,000
FIRM: MORGAN STANLEY
PRODUCTION: $4,347,996
AUM: $1,000,000,000
9. Dan Hoffmann
AGE: 39
FIRM: MORGAN STANLEY
PRODUCTION: $4,444,229
AUM: $489,072,000
FIRM: MORGAN STANLEY
PRODUCTION: $4,444,229
AUM: $489,072,000
8. Joshua Malkin
AGE: 39
FIRM: MORGAN STANLEY
PRODUCTION: $4,590,073
AUM: $661,000,000
FIRM: MORGAN STANLEY
PRODUCTION: $4,590,073
AUM: $661,000,000
7. Eric Payne
AGE: 39
FIRM: MERRILL LYNCH
PRODUCTION: $5,150,576
AUM: $1,026,990,489
FIRM: MERRILL LYNCH
PRODUCTION: $5,150,576
AUM: $1,026,990,489
6. Bob White
AGE: 35
FIRM: HIGHTOWER
PRODUCTION: $5,424,396
AUM: $611,418,424
FIRM: HIGHTOWER
PRODUCTION: $5,424,396
AUM: $611,418,424
5. Jim Fink
AGE: 34
FIRM: DEUTSCHE BANK
PRODUCTION: $5,653,953
AUM: $1,312,000,000
FIRM: DEUTSCHE BANK
PRODUCTION: $5,653,953
AUM: $1,312,000,000
4. Sean Yu
AGE: 38
FIRM: MORGAN STANLEY
PRODUCTION: $5,715,304
AUM: $480,000,000
FIRM: MORGAN STANLEY
PRODUCTION: $5,715,304
AUM: $480,000,000
3. Nick Kavallieratos
AGE: 36
FIRM: MORGAN STANLEY
PRODUCTION: $5,957,581
AUM: $1,362,661,000
FIRM: MORGAN STANLEY
PRODUCTION: $5,957,581
AUM: $1,362,661,000
2. Keith Rowling
AGE: 33
FIRM: MORGAN STANLEY
PRODUCTION: $8,078,945
AUM: $550,000,000
FIRM: MORGAN STANLEY
PRODUCTION: $8,078,945
AUM: $550,000,000
1. John Perry
AGE: 36
FIRM: MORGAN STANLEY
PRODUCTION: $9,580,795
AUM: $441,607,000
FIRM: MORGAN STANLEY
PRODUCTION: $9,580,795
AUM: $441,607,000
