New York, July 24 - Forbes recently released their inaugural 2019 "Top 250 Next-Gen Wealth Advisors" list of the top young financial advisors who were nominated by their firms. This year, they recognized 39 Financial Advisors at ÃÛ¶¹ÊÓƵ who represent the future of the wealth management industry.
The Forbes ranking rates wealth advisors with the minimum criteria of: being born in 1980 or later, having four years of financial service experience, and spending one year at their current firm. They also weigh factors such as individual custodied assets, productions/PCs and compliance records.
At number five on this year's list is Aric Zamel of Beverly Hills, who manages USD 934 million in assets. Other financial advisors in the top 10 include Ryan Long of Dallas, Texas and Rachel Gottlieb of New York, New York.
Also profiled on Forbes' ranking page is Xi Qiao, a San Francisco financial advisor who manages USD 793 million in assets. Ranked number 50 on the list, Qiao had only USD 80 in her pocket when she began college at UC Berkeley on a full scholarship, selling ad space on university buses as a side job. Three years later, she graduated before her peers and presold two years of future ad space. Now at ÃÛ¶¹ÊÓƵ, she works with American and Chinese business people, entrepreneurs and venture capitalists. Her advice to tech clients with concentrated stock is to get financial advice from a human advisor "because it gets complicated, especially with selling stock options. You need to get a good CPA, too."
Our ÃÛ¶¹ÊÓƵ Advisors on this year's list:
Full Name | Full Name | City & State | City & State |
|---|---|---|---|
Full Name | Stephen Andres | City & State | San Francisco, CA |
Full Name | William Bragdon | City & State | Greenville, SC |
Full Name | Ruse Brown | City & State | Wichita, KS |
Full Name | Kyle Caouette | City & State | Bellevue, WA |
Full Name | Daniel Chillemi | City & State | Indianapolis, IN |
Full Name | Alex Chivarsky | City & State | Century City, CA |
Full Name | Christopher Compton | City & State | Birmingham, AL |
Full Name | Blair Cornell | City & State | Miamisburg, OH |
Full Name | Austin Del'Ve | City & State | Los Angeles, CA |
Full Name | Harshal Doshi | City & State | Manhattan Beach, CA |
Full Name | Franco Estrada | City & State | San Juan, Puerto Rico |
Full Name | Nicholas Francia | City & State | Washington, DC |
Full Name | Rachel Gottlieb | City & State | New York, NY |
Full Name | Kyle Harris | City & State | Baltimore, MD |
Full Name | Andres Herrera | City & State | Coral Gables, FL |
Full Name | Andrew Kahner | City & State | New York, NY |
Full Name | Mark Kaye | City & State | Houston, TX |
Full Name | Marc Laborde | City & State | Houston, TX |
Full Name | Nicholas Lomaglio | City & State | Chicago, IL |
Full Name | Ryan Long | City & State | Dallas, TX |
Full Name | Jason Lowy | City & State | Hunt Valley, MD |
Full Name | James Mahoney | City & State | Palm Beach Gardens, FL |
Full Name | Christopher McCormick | City & State | Chicago, IL |
Full Name | Benjamin Minor | City & State | Canonsburg, PA |
Full Name | Paul Monacelli | City & State | Troy, MI |
Full Name | Zachary Newby | City & State | Oklahoma City, OK |
Full Name | Andrew Payne | City & State | Hartford, CT |
Full Name | Xi Qiao | City & State | San Francisco, CA |
Full Name | Daniel Rothenberg | City & State | Los Angeles, CA |
Full Name | Nicholas Sadowsky | City & State | Boca Raton, FL |
Full Name | Timothy Shelton | City & State | Plymouth, MI |
Full Name | Chris Shukie | City & State | Boston, MA |
Full Name | John Straus Jr. | City & State | New York, NY |
Full Name | Thomas Unger | City & State | Cincinnati, OH |
Full Name | Benjamin Walker | City & State | Nashville, TN |
Full Name | Kalyn Walker | City & State | San Diego, CA |
Full Name | William Wilson | City & State | San Francisco, CA |
Full Name | Aric Zamel | City & State | Beverly Hills, CA |
Full Name | Jason Zilveti | City & State | Scottsdale, AZ |
Notes to Editors:
Notes to Editors:
About ÃÛ¶¹ÊÓƵ Global Wealth Management
As the world's largest wealth manager, ÃÛ¶¹ÊÓƵ Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with ÃÛ¶¹ÊÓƵ benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About ÃÛ¶¹ÊÓƵ
ÃÛ¶¹ÊÓƵ provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. ÃÛ¶¹ÊÓƵ' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
ÃÛ¶¹ÊÓƵ is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. ÃÛ¶¹ÊÓƵ Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
