The Young Professionals competition is a way for The Family Wealth Alliance to honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

2020 Eligibility Requirements

Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:

• Nominees must be under the age of 40 as of January 1, 2020
• Nominees must be employed at an established or aspiring family wealth firm
• Nominations must be supported by the nominee's President/CEO, their direct supervisor, or an Alliance member
• Nominations must be submitted by 5 p.m. ET on May 31, 2020

2020 Judging Process

A panel of third-party judges (listed below) reviewed the nominations and selected the 2020 honorees. Winners were announced during the annual Alliance Fall Forum on October 23rd, 2020. All nominees and winners were invited to the awards gathering; however, winners were not required to attend in order to receive their award.

2020 Scoring Criteria

Nominees were judged based on three criteria, equally weighted and averaged together to calculate their overall score. Weighting was executed by a computerized scoring system and not by judges’ determination. Judges could abstain from judging a category or a nominee if they believed there was a conflict of interest. Judges provided their unbiased assessment on each candidate.

Judges looked for the following elements while reviewing nominees:

• Thoughtfulness of the application
• Insights into the industry
• Introspective reflections and considerations
• Demonstrated impact
• Does the candidate seem to focus on putting clients’ interests above their own?
• Does the candidate appear to have high standards and values?
• Does leadership see true potential in the candidate?