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The Alliance is in search of the top young professionals under 40 in the family wealth industry. The 2022 Young Professionals Awards honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.
Eligibility Requirements
Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:
Other important items to note:
Scoring Criteria
Nominees are judged based on three criteria, equally weighted and averaged together to calculate their overall score. Weighting is executed by a computerized scoring system and not by judges’ determination. Judges may abstain from judging a category or a nominee if they believe there is a conflict of interest. Judges provide their unbiased assessment on each candidate.
Judges look for the following elements while reviewing nominees:
A panel of third-party judges will review all applications. All judges agree to recuse themselves from discussing and voting on nominations with which he/she could be perceived as having a conflict of interest.
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BRUCE BENESH
Retired Executive
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CHRIS QUINN
Co-Executive Director, CIBC Family Office
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ELYN DAVIS
Director, Schwab Advisor Family Office
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JACK THURMAN
Retired Executive
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SCOTT SUMNER
Vice President, Head of Custody, Fiduciary Trust Company
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VAL GORMAN
Chief of Staff, Cresset Capital
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WALLY HEAD
Retired Executive
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CARA WILLIAMS
Director of Client Service, Wetherby Asset Management
Recognition
Winners will be recognized at the 2022 FWA Fall Forum in Chicago, IL on October 18, 2022. All nominees receive complimentary access to the awards ceremony; nominees are not required to attend to win. In addition, all nominees will receive discounted registration to the full Fall Forum. Winners will receive recognition on the FWA website and social media channels.
QUESTIONS?
For questions regarding this and future Alliance Young Professionals Awards, please contact:
Brooke Morimoto
Senior Director of Strategic Programs
312.248.8820, ext. 702
Brooke@fwalliance.com