Institutional Investor Awards & Private Asset Management Present the 7th Annual High-Net-Worth Industry Awards - September 15th, 2008, The Pierre Hotel, New York City | Cocktail Reception, Dinner and Awards Ceremony
Media Partners

The 20 Rising Stars of Wealth Management are up-and-coming, talented young professionals nominated by their managers, mentors and peers and selected by the business editors of Institutional Investor News as future leaders of the industry.

'Stars' will be honored and awarded at the 7th Annual High-Net-Worth Industry Awards, along with the nominees and winners of Private Asset Management High-Net-Worth Industry Awards.

2008 Rising Stars of Wealth Management

Coventry Edwards-Pitt
Managing Director
Ballentine, Finn & Company

Kevin Fitzwilson
Managing Director, Wealth Advisor
Coldstream

Scott Ford
President and Founder
Cornerstone Wealth Management Group

Greg Ghodsi
Senior Vice President, Investments
The 360 Wealth Management Group of Raymond James & Associates

Barry Glassman
Senior Vice President
Cassaday & Company, Inc

Alanson Houghton
Principal and Chief Investment Officer
Shelterwood Financial Services

Neil Jairath
Vice President, Investments, and
Private Wealth Advisor
UBS

Jonathan Kanterman
Managing Director
Stillwater Capital Partners, Inc.

Chris Karam
Senior Vice President
Sheridan Road Financial

James Meany
CEO and President
Lydian Bank & Trust

Peter Princi
Lead Advisor and Senior Portfolio Manager
The Princi Group at Smith Barney

Eric Raphael
First Vice President, Investments
Merrill Lynch

Mark Scheffler
Senior Portfolio Manager and Founder
Appleton Group Wealth Management

Jennifer Shaw
Managing Director
Citi Private Bank

Iain Tait
Executive Director
London & Capital

Tristan Talley
Director, Wealth Management
Bukaty Retirement Plan Services

Brian Thomas
V.P., Investment Advisor and Team Leader
JPMorgan Private Client Services

Michael Walther II
Wealth Manager
Balasa Dinverno Foltz LLC

Heather Webster
Managing Director
JPMorgan Private Client Services

Buck Wiley
First Vice President Investments
Private Banking and Investment Group at Merrill Lynch

The 20 Rising Stars of Wealth Management were announced in the July 28th issue of Private Asset Management. For full write-ups, please see the published supplement due out on September 29th. If you are interested in ordering copies of the supplement, please contact Dewey Palmieri at dpalmieri@iinews.com.

© 2008 Institutional Investor    |    Terms & Conditions    |    Privacy Policy