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CONGRATULATIONS TO OUR 2024 WINNERS!
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Tyler Beachler
Clearwater Capital Partners
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Carly Bradshaw
Pathstone
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Noel Campbell
Cresset
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Bruce Cartwright
TFO Wealth Partners
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Jennifer Chan
LNW
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James Chapman
Clearwater Capital Partners
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Kenneth Chavis IV
Versant Capital Management
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Josh Coury
Tolleson Wealth Management
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Kyle Crawford
Baker Tilly US
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Hollis Dana-Wilson
Glenmede
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Matt Evans
G1 Partners
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Kevin Grisier
Glenmede
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Kimberly Helm
Quantum Financial Advisors
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Jen Hicks
LNW
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Zachary Holbrook
RSM US
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Tania Kaarvand
Seneschal Family Office
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Allison Lurie
Gresham Partners
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John Gus Miller
Altair Advisers
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Jessica Minty
Ballentine Partners
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Oliver Rose
Cresset
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Caroline Sacks
Brown Advisory
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Sarah Simmer
Heritage Wealth Advisors
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Alexa Steriti Carbone
Ballentine Partners
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Katherine White
1919 Investment Counsel
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Cathy Wiegand
The Family Office at Synovus
The Alliance is in search of the top young professionals under 40 in the family wealth industry. The 2024 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 equally weighted criteria averaged together to calculate their overall score. Weighting is executed by a computerized scoring system and not by judges’ determination. Judges will abstain from judging a category or a nominee if there is a conflict of interest. Judges provide their unbiased assessment on each candidate.
Judges look for the following elements while reviewing nominees:
The following industry veterans volunteered to serve as judges for the 2024 Young Professionals Awards. All judges agreed 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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Andrea Ayres
Partner
Director - Family Office
Brown Advisory
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John Castrucci
National Director of Family Office Services
RSM
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Wende Headley
CEO, Partner, Advisor
Quantum Advisors
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Gary Hirschberg
CEO
Aaron Wealth
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Whitney Kenter
CEO & Founder
Glowe
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Sophia Loh
Partner
Head of Family Office
Frank, Rimerman + Co
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Kirby Rosplock
CEO
Tamarind Partners
For questions regarding this and future Alliance Young Professionals Awards, please contact:
Emily Gorz
Program Manager
Emily.gorz@fwalliance.com