Thank you to our sponsor Rising Stars
The Rising Stars of the Year Awards honor next-generation individual advisors and/or financial advisory firm leaders who have demonstrated vision, creativity, integrity, leadership and high performance to impact their firm, industry and wealth management in general. last year.
They are selected from WealthManagement.com The Industry Awards' independent panel judges based on specific examples of their leadership, supporting initiatives that are driving change and standards such as business growth, thought leadership content development, industry activism and more.
This year's list of five fellows includes Andrew Davis, who created a weekly video series on macroeconomic trends, increasing client engagement and retention at Bryn Mawr Capital Management; Nicky Amore, who created an Advisor Training Book and helped grow Falcon Wealth Planning's $40 million AUM in the past 18 months; and Joseph Raieta, who among other things built a platform to improve the advisor experience after joining Snowden Lane Partners.
They met on stage at the Wealthies Awards in New York City on September 5.