Top 40 Under 40: Nos. 21 to 30
January 24, 2017 1:52 PM
Ranking the best
On Wall Street each year ranks the highest-producing advisers in wealth management who are under 40. These planners have youth and determination in common, plus a work ethic that sets them apart from others in a competitive field.
Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.
To learn who made nos. 21 to 30 in this latest ranking, click through our slideshow.
Don't forget to also check out the first group in this ranking:nos. 31 to 40 .
Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.
To learn who made nos. 21 to 30 in this latest ranking, click through our slideshow.
Don't forget to also check out the first group in this ranking:
Brian Smith
No. 30: Lawrence DePaulis
Firm: UBS
Age: 39
Production: $2,418,402
AUM: $165,740,513
Age: 39
Production: $2,418,402
AUM: $165,740,513
No. 29: Adam Rosenfeld
Firm: Merrill Lynch
Age: 38
Production: $2,434,845
AUM: $519,479,533
Age: 38
Production: $2,434,845
AUM: $519,479,533
No. 28: Derek Jancisin
Firm: Merrill Lynch
Age: 28
Production: $2,522,805
AUM: $755,942,582
Age: 28
Production: $2,522,805
AUM: $755,942,582
No. 27: Kevin Bruegge
Firm: Merrill Lynch
Age: 36
Production: $2,526,069
Assets: $651,625,863
Age: 36
Production: $2,526,069
Assets: $651,625,863
"LEE ANN YAHLE"
No. 26: Maxwell Bull
Firm: Morgan Stanley
Age: 35
Production: $2,660,618
AUM: $470,058,587
Age: 35
Production: $2,660,618
AUM: $470,058,587
No. 25: Stephen Bealer
Firm: Merrill Lynch
Age: 35
Production: $2,734,153
AUM: $598,389,609
Age: 35
Production: $2,734,153
AUM: $598,389,609
No. 24: Jordan Eisenberg
Firm: Morgan Stanley
Age: 37
Production: $2,772,010
AUM: $183,288,300
Age: 37
Production: $2,772,010
AUM: $183,288,300
No. 23: Alberto Matias Cohen
Firm: UBS
Age: 39
Production: $2,780,093
AUM: $457,889,769
Age: 39
Production: $2,780,093
AUM: $457,889,769
No. 22: Jacob Creydt
Firm: UBS
Age: 37
Production: $2,842,668
AUM: $494,959,877
Age: 37
Production: $2,842,668
AUM: $494,959,877
No. 21: Thais Piotrowski
Firm: Ameriprise
Age: 34
Production: $2,860,329
AUM: $261,621,100
Age: 34
Production: $2,860,329
AUM: $261,621,100
