Top 40 Under 40: Nos. 1 to 10
January 26, 2017 1:53 PM
Topping the list
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 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. 1 to 10 in this latest ranking, click through our slideshow.
Don't forget to also check out the first three groups in this latest ranking:nos. 11 to 20 , 21 to 30 and 31 to 40 .
Finalists had to be no older than 39 as of Dec. 31, 2016 and 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. 1 to 10 in this latest ranking, click through our slideshow.
Don't forget to also check out the first three groups in this latest ranking:
No. 10: Fulvio Urbinati
Firm: Morgan Stanley
Age: 38
Production: $3,824,289
AUM: $479,889,003
Age: 38
Production: $3,824,289
AUM: $479,889,003
AKIKO WHALEN
No. 9: Daniel Rothenberg
Firm: UBS
Age: 34
Production: $3,960,847
AUM: $3,246,715,247
Age: 34
Production: $3,960,847
AUM: $3,246,715,247
No. 8: Mihir Patel
Firm: Morgan Stanley
Age: 36
Production: $4,228,723
AUM: $235,833,330
Age: 36
Production: $4,228,723
AUM: $235,833,330
No. 7: Bruno Miranda
Firm: UBS
Age: 35
Production: $4,301,352
AUM: $385,012,954
Age: 35
Production: $4,301,352
AUM: $385,012,954
No. 6: Dane Runia
Firm: Merrill Lynch
Age: 33
Production: $4,843,019
AUM: $2,050,264,166
Age: 33
Production: $4,843,019
AUM: $2,050,264,166
No. 5: Bob White
Firm: HighTower
Age: 36
Production: $5,418,940
AUM: 647,389,833
Age: 36
Production: $5,418,940
AUM: 647,389,833
No. 4: Adam Merino
Firm: Morgan Stanley
Age: 33
Production: $5,587,249
AUM: $468,241,737
Age: 33
Production: $5,587,249
AUM: $468,241,737
No. 3: Sean Yu
Firm: Morgan Stanley
Age: 39
Production: $5,674,736
AUM: $432,024,349
Age: 39
Production: $5,674,736
AUM: $432,024,349
No. 2: JR Gondeck
Firm: HighTower
Age: 35
Production: $7,100,000
AUM: $886,932,342
Age: 35
Production: $7,100,000
AUM: $886,932,342
No. 1: Nick Kavallieratos
Firm: Morgan Stanley
Age: 37
Production: $7,400,953
AUM: $1,965,197,419
Age: 37
Production: $7,400,953
AUM: $1,965,197,419
