Reexaming the Top 40 Advisors Under 40
December 6, 2010 12:00 AM
1.and 2. Kevin Higginbotham and Steven Prediletto
1.and 2. Kevin Higginbotham and Steven Prediletto
Firm: Merrill Lynch
Location: Atlanta
Age: 38 and 34
Assets: $3.97 billion and $3.04 billion
3. John Batista Bocchino
3. John Batista Bocchino
Firm: Morgan Stanley Smith Barney
Location: New York
Age: 38
Assets: $2.27 billion
4. Jesse Eaton
4. Jesse Eaton
Firm: Wells Fargo
Location: New York
Age: 38
Assets: $1.59 billion
5.and 6. Valerie Garcia Houts and Thomas Hutson-Wiley
5.and 6. Valerie Garcia Houts and Thomas Hutson-Wiley
Firm: Merrill Lynch
Location: San Francisco
Age: 39 and 36
Assets: $1.52 billion
7. Jonathan Kass
7. Jonathan Kass
Firm: Merrill Lynch
Location: New York
Age: 39
Assets: $1.3 billion
8. David Massey
8. David Massey
Firm: Morgan Stanley Smith Barney
Location: Carlsbad, Calif.
Age: 36
Assets: $1.2 billion
9. John Sargent
9. John Sargent
Firm: Morgan Stanley PwM
Location: New York
Age: 39
Assets: $1.15 billion
10. Andrew Lodoen
10. Andrew Lodoen
Firm: Merrill Lynch
Location: Boston
Age: 39
Assets: $1.144 billion
11. Gregory Cash
11. Gregory Cash
Firm: Merrill Lynch
Location: Charlotte, N.C.
Age: 34
Assets: $1.138 billion
12. Peter Princi
12. Peter Princi
Firm: Morgan Stanley Smith Barney
Location: Boston
Age: 34
Assets: $1.13 billion
13. and 14. Charles Balducci and Eric Snyder
13. and 14. Charles Balducci and Eric Snyder
Firm: Merrill Lynch
Location: New York
Age: 35 and 36
Assets: $1.06 billion
15. Max Peckler
15. Max Peckler
Firm: UBS
Location: Boston
Age: 38
Assets: $1.02 billion
16. Gregory Klenke
16. Gregory Klenke
Firm: UBS
Location: Houston
Age: 36
Assets: $1.0 billion
17. Goran Bojovski
17. Goran Bojovski
Firm: Merrill Lynch
Location: Edison, N.J.
Age: 29
Assets: $986 million
18. Brian Sharpes
18. Brian Sharpes
Firm: UBS
Location: Walnut Creek, Calif.
Age: 39
Assets: $942 million
19. Jack Riley
19. Jack Riley
Firm: Morgan Stanley Smith Barney
Location: Morristown, N.J.
Age: 34
Assets: $844 million
20. Dan Rothenberg
20. Dan Rothenberg
Firm: UBS
Location: Los Angeles
Age: 28
Assets: $833 million
21. Alex Shahidi
21. Alex Shahidi
Firm: Merrill Lynch
Location: Los Angeles
Age: 37
Assets: $808 million
22. Jeffrey Bryan
22. Jeffrey Bryan
Firm: Merrill Lynch
Location: New York
Age: 38
Assets: $798 million
23. Kevin Scott
23. Kevin Scott
Firm: Merrill Lynch
Location: Los Angeles
Age: 37
Assets: $797 million
24. David Lund
24. David Lund
Firm: Merrill Lynch
Location: Grand Rapids, Mich.
Age: 36
Assets: $770 million
25. Ryan Sprowls
25. Ryan Sprowls
Firm: Wells Fargo
Location: Alexandria, Va.
Age: 35
Assets: $742 million
26. Gregory Hersch
26. Gregory Hersch
Firm: UBS
Location: New York
Age: 31
