S30 BARRON’S March 16, 2020
2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)Individuals Net Worth Net Worth Assets Account Net WorthHigh Ultrahigh Total Typical Typical
RankCustomers
- Mark Lippman Wells Fargo Advisors Linwood ••••1,680 2.5 4
- Bruce Pomerantz Wells Fargo Advisors Short Hills ••• 1,601 7 15
- Frank Seminara Morgan Stanley PWM Florham Park •• 1,495 10 20
- Christopher Cook MerrillLynchWealthMgmt FlorhamPark •• 2,051 5 10
- John Micera RBCWealthMgmt FlorhamPark ••••1,405 6 12
- Elliott Kugel Merrill Lynch Wealth Mgmt Bridgewater ••••1,616 2.5 4
- Thomas Meyer Meyer Capital Group Marlton ••• 1,150 1.5 3
- James McLaughlin Princeton WA|Raymond James Princeton ••• 2,142 5 10
- Andy Schwartz Bleakley Financial Group Fairfield ••••1,528 2.5 5
- Joseph Matina UBS Financial Services Short Hills ••• 1,741 5 10
- Mark Fendrick UBS Financial Services Mount Laurel ••• 1,020 4 6
- Jack Burke MerrillLynchWealthMgmt Florhampark ••• 4,441 7 15
- Mark Tobias Morgan Stanley Wealth Mgmt New Brunswick ••• 972 4 9
- Bruce Gsell Merrill Lynch Wealth Mgmt Iselin ••••12,833 2.5 5
- Stephen Pollard Merrill Lynch Wealth Mgmt Princeton •• 1,618 5 9
- N Mark Cortazzo Macro Consulting Group Parsippany •••• 771 2 6.5
- Michael Gara UBS Financial Services Princeton ••••••4,893 2.5 10
- Jack Riley UBS Financial Services Warren •• 2,486 10 15
- James Maltese Merrill Lynch Wealth Mgmt Iselin ••• 1,714 3 5
- Christopher Zangari UBS Financial Services Westfield •••2,962 5 10
- Goran Bojovski Merrill Lynch Wealth Mgmt Iselin ••••12,833 2.5 5
- Richard Udine Morgan Stanley Wealth Mgmt Mount Laurel ••• 920 2.8 4
- Neil McPeak Wells Fargo Advisors Linwood ••••1,283 1 2
- Ken Schapiro Condor Capital Mgmt Martinsville ••• 1,136 1.75 3.5
- William Munn Ameriprise Financial Paramus •• 693 0.75 3
- Patricia Bell Merrill Lynch Wealth Mgmt Short Hills •• 718 3 5
- Alan Spierer UBS Financial Services Westfield •••2,962 5 10
- Christine McGinley UBS Financial Services Mount Laurel •••• 932 3 7
- N Brent Beene RegentAtlantic Morristown •• 4,802 2.1 5
- David Briegs Merrill Lynch Wealth Mgmt Bridgewater ••••1,616 2.5 4
- Steven Rothman UBS Financial Services Red Bank ••• 475 1.2 3
- Bruce Barth Merrill Lynch Wealth Mgmt Short Hills ••• 1,351 2 3.5
- John Hudspeth Merrill Lynch Wealth Mgmt Mount Laurel •••••• 989 3 6
- N Julia Bishop MerrillLynchWealthMgmt FlorhamPark ••• 1,752 3 5
- Anthony Valente Morgan Stanley Wealth Mgmt Shrewsbury ••••1,977 0.75 1.5
- David Comito MerrillLynchWealthMgmt FlorhamPark ••• 1,752 2.5 5
- N Michael Steiner RegentAtlantic Morristown •• 4,802 3.15 7
- Francis Bitterly Morgan Stanley Wealth Mgmt Red Bank ••• 456 2.8 7
- Charles Malamut Morgan Stanley Wealth Mgmt Northfield •••••• 630 3 7.5
- N Reed Finney Bleakley Financial Group Fairfield •••• 585 1.3 2
- N Mary Beckett Merrill Lynch Wealth Mgmt Mount Laurel ••• 873 4 8.2
NEW MEXICO
- Michael Stevens Merrill Lynch Wealth Mgmt Albuquerque ••••• $863 $3 $7
- Michael Blackwell Morgan Stanley Wealth Mgmt Albuquerque ••• 771 1.5 2
- Brian Cochran John Moore Assoc|Raymond James Albuquerque ••• 567 1.5 3
- C.B. “Pete” Edmonds UBS Financial Services Albuquerque •••1,968 25 105
- Charles Reardon Morgan Stanley Wealth Mgmt Albuquerque •••• 816 2 3.5
- N Paul Trone Edward Jones Carlsbad ••• 302 0.6 0.8
NEW YORK
- Lyon Polk Morgan Stanley PWM New York •• $20,240 $100 $150
- Brian Pfeifler Morgan Stanley PWM New York •••• 20,000 50 100
- N Fabio Lindia J.P. Morgan New York ••17,399 75 100
- Richard Saperstein Treasury Partners New York •••16,206 25 30
- Kevin Peters Morgan Stanley Wealth Mgmt Purchase •••7,066 15.1 41.5
- Seth Finkel Neuberger Berman New York •••3,046 10 20
- Ron Basu Morgan Stanley PWM New York •••6,719 20 50
- Ed Moldaver Stifel New York •• 6,600 10 20
- Scott Wilson Morgan Stanley PWM New York ••• 6,688 10 20
- N Claire Lea-Howarth J.P. Morgan New York •• 9,708 175 250