The Family Wealth Alliance Announces 2020 Young Professionals Awards Winners

Family Wealth Alliance
·3-min read

CHICAGO, Oct. 28, 2020 (GLOBE NEWSWIRE) -- The Family Wealth Alliance is pleased to announce the 25 recipients of its 2020 Young Professionals in Family Wealth Awards, which honor family wealth professionals under 40 who have demonstrated success in their careers and made significant contributions to the industry.

“Our nominees were outstanding this year. These winners truly are the rising stars of family wealth management and give me incredible optimism about the future of our industry,” said Tom Livergood, Founder and CEO of the Family Wealth Alliance.

A panel of six third-party judges reviewed 55 nominations and selected the 2020 winners. Winners were announced at an awards ceremony during the 2020 Alliance Fall Forum, an annual family wealth industry conference held virtually October 20-23, 2020.

The 25 winners are:

  • Danielle Barrett, Client Advisor at Brown Advisory

  • Ryan Benson, Partner, Director in Wealth Management at Aspiriant

  • Leslie Carter, Advisor at Gresham Partners

  • Tessa A. Davis, Custody Account Manager at Fiduciary Trust Company

  • Grant Dawes, VP Wealth Management & Associate Portfolio Manager at Northland Wealth Management

  • Alexis S. Gettier, Partner at Day Pitney

  • Justin Gullman, Advisor at Gresham Partners

  • Jonathan Gulman, Wealth Advisor at RegentAtlantic

  • Brad Harrison, Managing Director at Tiedemann Advisors

  • Chris Hess, Family Wealth Strategist at TFO Phoenix

  • Brittany Horn Cook, Managing Director, Fiduciary Counsel and Wealth Planner at Tiedemann Trust Company

  • Morgan Irvin, Managing Director at Park City Family Office

  • Tim Kane, Director of Traditional Markets Research at BMO Family Office

  • Miller Kreider, Portfolio Manager at 1919 Investment Counsel

  • Rachael Mangoubi, Director at Altair Advisers

  • Edward V. Marshall, Managing Director at Boston Private

  • Annie McCauley, Senior Vice President, Family Wealth Department Chair at Sequoia Financial Group

  • Stephanie A. Notarianni, Managing Director of Operations & Technology at Pitcairn

  • Robert Persons, Sr. Family Office Advisor at The Family Office at Synovus

  • Carl Petterson, Vice President at Sawmill Private Management

  • Melissa Punim, Director in Strategic Planning, Partner at Aspiriant

  • Adrian M. Schau, Client Advisor, Vice President at 1919 Investment Counsel

  • Justin Thompson, Director, Client Advisory Team at Tolleson Wealth Management

  • Christopher Tyrrell, Senior Manager at PKF O'Connor Davies Family Office

  • Ryan Wilson, Director, Client Advisory Team at Tolleson Wealth Management

Nominees also participated in a survey that culminated in an industry-first Young Professionals in Family Wealth Report, released at the Alliance Fall Forum.

For more information about this report, the Alliance Young Professionals Awards winners and judging process, and to watch all winners’ acceptance speeches, please visit www.FamilyWealthAlliance.com.

About the Family Wealth Alliance
The Family Wealth Alliance connects the multifamily wealth community. It is the only organization focused exclusively on supporting multifamily wealth firms, including multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. For more than 17 years, the ideas brought forth by the Alliance have touched all aspects of the family wealth industry and made a positive difference in the businesses of hundreds of firms. Its recent Fees & Pricing in Family Wealth: 2020 Study surveyed 89 firms with collective assets of $423 Billion serving 20,100 private North American families. The study is being released by Alliance Research the first week of November.

Contact: Brandelynn Perry, Director of Strategic Development
Phone: 312-248-8820, ext. 703
Email: brandelynn@fwalliance.com