Top 40 Under 40: Nos. 31 to 40
January 23, 2017 1:39 PM
Making the cut
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.
Top 40 Under 40 highlights these standout advisers. To learn who they are, by the numbers, click through our slideshow.
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.
Top 40 Under 40 highlights these standout advisers. To learn who they are, by the numbers, click through our slideshow.
No. 40: Blair Cornell
Firm: UBS
Age: 35
Production: $2,143,050
AUM: $157,000,000
Age: 35
Production: $2,143,050
AUM: $157,000,000
JEFFREY THOLL
No. 39: Mark Miller
Firm: Merrill Lynch
Age: 38
Production: $2,183,055
AUM: $705,778,909
Age: 38
Production: $2,183,055
AUM: $705,778,909
No. 38: Kin Vinson
Firm: Wells Fargo
Age: 35
Production: $2,198,000
AUM: $250,000,000
Age: 35
Production: $2,198,000
AUM: $250,000,000
No. 37: Rachel Barzilay
Firm: Merrill Lynch
Age: 30
Production: $2,285,380
AUM: $638,293,386
Age: 30
Production: $2,285,380
AUM: $638,293,386
Patrick Strattner
No. 36: Jason Ting
Firm: Merrill Lynch
Age: 37
Production: $2,292,473
AUM: $366,779,683
Age: 37
Production: $2,292,473
AUM: $366,779,683
Soli
No. 35: Kalyn Maher Walker
Firm: UBS
Age: 31
Production: $2,309,333
AUM: $678,746,063
Age: 31
Production: $2,309,333
AUM: $678,746,063
No. 34: Paul Vasady-Kovacs
Firm: UBS
Age: 38
Production: $2,332,537
AUM: $305,532,662
Age: 38
Production: $2,332,537
AUM: $305,532,662
Scott E. Russell
No. 33: Derek Oglesby
Firm: Wells Fargo
Age: 39
Production: $2,370,000
AUM: $257,000,000
Age: 39
Production: $2,370,000
AUM: $257,000,000
No. 32: Chris Shukie
Firm: UBS
Age: 35
Production: $2,386,381
AUM: $363,780,735
Age: 35
Production: $2,386,381
AUM: $363,780,735
No 31: Neil Greenspan
Firm: Oppenheimer
Age: 36
Production: $2,400,000
AUM: $1,450,000,000
Age: 36
Production: $2,400,000
AUM: $1,450,000,000
