The Wall Street Journal - 19.03.2020

THE WALL STREET JOURNAL. Thursday, March 19, 2020 |S11

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 Worth

Rank High Ultrahigh Total Typical Typical

Customers

118. 
     
     
     
     103. Devon Porpora First Republic Investment Mgmt San Francisco ••••• 589 5 9
     
     
     
     


119. 
     
     
     
     94. Kerrick Bubb KWB Wealth Redlands •••• 734 0.7 1.5
     
     
     
     


120. 
     
     
     
     98. Perry Richards Merrill Lynch Wealth Mgmt Beverly Hills ••••• 1,052 5 25
     
     
     
     

COLORADO

1. 
   
   
   
   1. Shawn Fowler Morgan Stanley PWM Denver ••• $3,468 $35 $79
   
   
   
   


2. N Pamela Rosenau Rosenau Group at HighTower Aspen •• 1,175 10 30


3. 
   
   
   
   2. Wally Obermeyer ObermeyerWoodInvestmentCounsel Aspen •• 1,550 3 10
   
   
   
   


4. 
   
   
   
   7. Donna Di Ianni Merrill Lynch Wealth Mgmt Aspen ••• 1,282 11.8 20
   
   
   
   


5. 
   
   
   
   3. Mark Smith Raymond James Greenwood Village ••• 866 1.7 7
   
   
   
   


6. 
   
   
   
   5. Carl Hoover MerrillPrivateWealthMgmt Denver •• 2,391 15 25
   
   
   
   


7. 
   
   
   
   4. Melissa Corrado Harrison UBS Financial Services Denver •• 1,362 25 100
   
   
   
   


8. 
   
   
   
   6. Scott Thisted MerrillPrivateWealthMgmt Denver •• 2,391 15 25
   
   
   
   


9. N Gary Cooper UBS Financial Services Denver •• 1,506 7 25


10. 
    
    
    
    9. Max Bull Morgan Stanley PWM Denver ••• 3,450 35 79
    
    
    
    


11. 
    
    
    
    10. Andrew Lang Lang Investment Group Littleton ••••• 1,120 5 7.5
    
    
    
    


12. 
    
    
    
    15. Brent Hablutzel Merrill Lynch Wealth Mgmt Greenwood Village ••• 467 2 3
    
    
    
    


13. 
    
    
    
    11. Mark R. Brown Brown&Company Denver •• 510 6.2 13
    
    
    
    


14. 
    
    
    
    16. Brad Bickham Colorado Financial Mgmt Boulder •••• 1,473 2 3
    
    
    
    


15. 
    
    
    
    14. Frank Caccavallo Wells Fargo Advisors Boulder ••• 846 2.5 10
    
    
    
    


16. N Steve Booren Prosperion Financial Advisors Greenwood Village ••• 869 2 10


17. 
    
    
    
    12. Joseph Janiczek JaniczekWealthMgmt Denver ••• 625 2.5 7
    
    
    
    


18. 
    
    
    
    17. Michael Caplan UBS Financial Services Denver ••• 460 7.5 10
    
    
    
    

CONNECTICUT

1. 
   
   
   
   1. Jeff Erdmann MerrillPrivateWealthMgmt Greenwich • $9,049 $40 $60
   
   
   
   


2. N Justin Nelson J.P. Morgan Greenwich • 10,033 50 100


3. 
   
   
   
   2. Paul Tramontano First Republic Investment Mgmt Greenwich •• 3,436 40 100
   
   
   
   


4. 
   
   
   
   3. William Greco UBS Financial Services Hartford •••• 3,830 10 15
   
   
   
   


5. N Laura Davis J.P. Morgan Greenwich • 6,947 75 150


6. 
   
   
   
   4. Brian Hetherington MerrillPrivateWealthMgmt NewCanaan •• 2,824 25 30
   
   
   
   


7. N Patrick Fox J.P. Morgan Greenwich •• 5,035 75 200


8. 
   
   
   
   5. Harold Trischman Morgan Stanley Wealth Mgmt Greenwich •••••• 2,242 5 10
   
   
   
   


9. 
   
   
   
   10. Terence Markey Morgan Stanley PWM Greenwich •••• 5,707 30 50
   
   
   
   


10. 
    
    
    
    8. Thomas Vacheron MerrillPrivateWealthMgmt Fairfield •• 1,771 8 20
    
    
    
    


11. 
    
    
    
    11. Bryan Stepanian Alex. Brown|Raymond James Greenwich ••• 2,530 100 150
    
    
    
    


12. 
    
    
    
    9. Nancy Daoud Ameriprise Financial Oxford •• 1,305 0.75 3.5
    
    
    
    


13. 
    
    
    
    12. Charles J. Noble III Janney Montgomery Scott New Haven •••• 1,005 6 12
    
    
    
    


14. N Jeffrey Corliss RDM Financial Group at HighTower Westport •••• 879 3.5 7


15. N H. Denis Toner First Republic Investment Mgmt Greenwich ••• 1,175 25 50


16. 
    
    
    
    16. Peter Chieco Morgan Stanley Wealth Mgmt Greenwich ••• 2,111 7 15
    
    
    
    


17. 
    
    
    
    22. Matthew Somberg Gottfried & Somberg Wealth Mgmt Glastonbury •••• 890 2.5 3
    
    
    
    


18. 
    
    
    
    15. Teresa Jacobsen UBS Financial Services Stamford ••••• 823 15 25
    
    
    
    


19. 
    
    
    
    20. David Goodwin MerrillLynchWealthMgmt Hartford •••• 722 7 12
    
    
    
    


20. 
    
    
    
    19. Chris Jewell Wells Fargo Advisors Greenwich •••• 1,400 10 40
    
    
    
    


21. 
    
    
    
    17. Rob Giannetti MerrillPrivateWealthMgmt Greenwich • 9,049 40 60
    
    
    
    


22. 
    
    
    
    14. Ken Steeves Creative Planning - Orange CT Orange •• 1,073 0.9 4.2
    
    
    
    


23. N Joshua Kampf Merrill Lynch Wealth Mgmt New Haven •• 1,686 3.5 5


24. 
    
    
    
    13. John Goodwin Morgan Stanley PWM Stamford ••• 2,219 30 75
    
    
    
    


25. 
    
    
    
    18. Will Gourd UBS Financial Services Stamford ••• 1,891 20 25
    
    
    
    


26. N Jason Cerniglia Ameriprise Financial Mystic •• 1,230 1.7 4


27. 
    
    
    
    6. John Beirne Beirne Wealth Consulting Services Shelton •••• 1,590 4 10
    
    
    
    


28. 
    
    
    
    35. Thomas Hutchison Merrill Lynch Wealth Mgmt New Haven •• 1,686 3.5 5
    
    
    
    


29. 
    
    
    
    21. Ivan Dolgins MerrillLynchWealthMgmt Stamford ••• 2,308 0.75 1
    
    
    
    


30. 
    
    
    
    26. Chad Czerwinski UBS Financial Services Hartford ••• 1,792 5 10
    
    
    
    


31. 
    
    
    
    24. Lawrence Haertel UBS Financial Services Greenwich ••• 726 3 5
    
    
    
    


32. 
    
    
    
    28. Richard T. Goodwin Merrill Lynch Wealth Mgmt Madison ••• 2,175 3 5
    
    
    
    


33. 
    
    
    
    29. James Noonan Merrill Lynch Wealth Mgmt Mystic ••• 544 2 4
    
    
    
    


34. 
    
    
    
    23. Chris North CreativePlanning-FairfieldCT Fairfield ••• 516 0.6 1.7
    
    
    
    


35. 
    
    
    
    27. Linus Cooke Merrill Lynch Wealth Mgmt New Canaan ••• 2,003 3.5 7.5
    
    
    
    


36. 
    
    
    
    30. Thomas Markey Morgan Stanley Wealth Mgmt Stamford •••• 1,072 5 8
    
    
    
    

D.C.

1. 
   
   
   
   1. Marvin McIntyre Morgan Stanley PWM Washington ••• $3,755 $7.5 $25
   
   
   
   


2. N Donald Irwin J.P. Morgan Washington ••• 12,044 40 75


3. 
   
   
   
   2. Michael O’Neill Morgan Stanley PWM Washington •• 2,062 25 30
   
   
   
   


4. N Joyce Said Ward J.P. Morgan Washington •• 4,121 45 50


5. 
   
   
   
   3. John M. Williams Morgan Stanley PWM Washington ••••• 1,801 20 35
   
   
   
   


6. 
   
   
   
   4. Brett Anthony Morgan Stanley Wealth Mgmt Washington ••••• 3,700 10 25
   
   
   
   


7. N James New UBS Financial Services Washington ••• 3,614 15 25


8. 
   
   
   
   7. Michael Freiman Morgan Stanley Wealth Mgmt Washington ••• 1,628 1.25 2.5
   
   
   
   


9. 
   
   
   
   18. William Finnerty UBS Financial Services Washington •• 999 10 25
   
   
   
   


10. 
    
    
    
    5. James Wohlgemuth Morgan Stanley PWM Washington •• 768 14 20
    
    
    
    


11. 
    
    
    
    8. John Reim Morgan Stanley PWM Washington •• 1,260 10 20
    
    
    
    


12. 
    
    
    
    9. Keith Apton UBS Financial Services Washington ••• 1,681 6 30
    
    
    
    


13. 
    
    
    
    10. Tom Rietano MerrillPrivateWealthMgmt Washington •••• 6,318 10 25
    
    
    
    


14. 
    
    
    
    6. H.L. “Trip” McLaughlin III Morgan Stanley Wealth Mgmt Washington ••••• 3,850 10 25
    
    
    
    


15. 
    
    
    
    20. Gregory Marcus UBS Financial Services Washington •• 732 30 50
    
    
    
    


16. 
    
    
    
    12. Sandra Cunningham UBS Financial Services Washington ••••• 3,386 10 25
    
    
    
    


17. 
    
    
    
    11. Frederick Shreves Wells Fargo Advisors Washington •••••• 3,100 3 6
    
    
    
    


18. 
    
    
    
    21. Barry Haffner UBS Financial Services Washington ••• 798 5 11.5
    
    
    
    


19. 
    
    
    
    15. John McKnight Merrill Lynch Wealth Mgmt Washington ••• 1,477 2 5
    
    
    
    


20. 
    
    
    
    19. Richard Harris Alex. Brown|Raymond James Washington •••• 2,424 7.5 25
    
    
    
    


21. 
    
    
    
    13. William Slater MerrillPrivateWealthMgmt Washington •• 1,517 10 15
    
    
    
    


22. 
    
    
    
    17. Skip Moosher Morgan Stanley Wealth Mgmt Washington ••• 1,013 8 10
    
    
    
    


23. 
    
    
    
    16. Paul Goree Merrill Lynch Wealth Mgmt Washington ••• 1,468 5.5 9.1
    
    
    
    


24. 
    
    
    
    14. Hammond Han UBS Financial Services Washington •••••• 3,386 5 10
    
    
    
    

DELAWARE

1. 
   
   
   
   1. Kimberlee Orth Ameriprise Financial Wilmington •••• $2,832 $6.15 $15.5
   
   
   
   


2. 
   
   
   
   4. Thomas Rice Merrill Lynch Wealth Mgmt Wilmington ••• 1,405 3.5 7
   
   
   
   


3. 
   
   
   
   2. Michael Koppenhaver Merrill Lynch Wealth Mgmt Dover ••• 737 2 5
   
   
   
   


4. 
   
   
   
   3. Donald DeWees Sr. Wells Fargo Advisors Greenville ••••• 1,020 2 4
   
   
   
   


5. 
   
   
   
   6. Peni Warren Merrill Lynch Wealth Mgmt Dover ••• 684 1.5 2
   
   
   
   


6. N Donald DeWees Jr. Wells Fargo Advisors Greenville ••••• 1,020 2 4

FLORIDA

1. 
   
   
   
   1. Thomas Moran Moran Wealth Mgmt Naples •••• $3,146 $5 $25
   
   
   
   


2. 
   
   
   
   4. Louis Chiavacci Merrill Private Wealth Mgmt Coral Gables • 3,593 40 75
   
   
   
   


3. 
   
   
   
   3. Adam Carlin Morgan Stanley PWM Coral Gables •• 2,942 17.5 25
   
   
   
   


4. 
   
   
   
   7. Roy Apple J.P. Morgan Securities Palm Beach Gardens ••• 2,336 5 12
   
   
   
   


5. 
   
   
   
   11. Sean Fetterman UBS Financial Services Boca Raton ••• 1,899 20 30
   
   
   
   


6. 
   
   
   
   10. Michael Bober UBS Financial Services Boca Raton •• 2,188 12 25
   
   
   
   


7. 
   
   
   
   16. Peter Bermont Raymond James Coral Gables ••••• 2,160 15 30
   
   
   
   


8. 
   
   
   
   12. Robert Doyle Doyle Wealth Mgmt St. Petersburg ••• 1,007 1.2 4
   
   
   
   


9. 
   
   
   
   13. Ed Ventrice UBS Financial Services Boca Raton •• 2,188 12 25
   
   
   
   


10. 
    
    
    
    29. John Elwaw Morgan Stanley Wealth Mgmt Miami ••• 1,523 10 100
    
    
    
    


11. 
    
    
    
    18. Todd Moll Provenance WA|Raymond James Fort Lauderdale ••••• 2,900 10 35
    
    
    
    


12. 
    
    
    
    19. Eric Glasband Merrill Lynch Wealth Mgmt Boca Raton ••• 1,103 4.7 10
    
    
    
    


13. 
    
    
    
    9. Christopher Aitken UBS Financial Services Ponte Vedra Beach •• 1,490 25 50
    
    
    
    


14. 
    
    
    
    15. Don d’Adesky Raymond James Boca Raton •••• 4,026 5 10
    
    
    
    


15. 
    
    
    
    20. Robert Edwards Edwards Asset Mgmt Naples •••••• 1,245 5 12.5
    
    
    
    


16. 79.N.Y. William King Merrill Lynch Wealth Mgmt Vero Beach ••••• 1,031 8 22


17. 
    
    
    
    17. Margaret Starner Raymond James Coral Gables ••• 1,147 5 7
    
    
    
    


18. 
    
    
    
    31. Keith Rowling Merrill Lynch Wealth Mgmt Palm Beach ••• 945 8 15
    
    
    
    


19. 
    
    
    
    39. Richard Altieri Morgan Stanley Wealth Mgmt Boca Raton ••••• 959 5 10
    
    
    
    


20. 
    
    
    
    52. Janet Franco Gordon Morgan Stanley Wealth Mgmt Coral Gables ••• 872 6.5 15
    
    
    
    


21. 
    
    
    
    22. Michael McCain Wells Fargo Advisors Naples •• 2,099 10 15
    
    
    
    


22. 
    
    
    
    24. David Emma HighTower Naples Naples ••• 1,450 7 25
    
    
    
    


23. 
    
    
    
    23. Jason Stephens UBS Financial Services Naples •• 949 10 20
    
    
    
    


24. 
    
    
    
    25. Kenneth Burke Merrill Lynch Wealth Mgmt Heathrow ••• 1,424 15 25
    
    
    
    


25. 
    
    
    
    27. William Merriam III MerrillLynchWealthMgmt Jacksonville •••••• 1,040 2 5
    
    
    
    


26. 
    
    
    
    30. Andrew Schultz Morgan Stanley PWM Miami Beach •• 773 10 20
    
    
    
    


27. 
    
    
    
    32. Michael Shapiro Morgan Stanley Wealth Mgmt Boca Raton ••• 1,224 2.2 3
    
    
    
    


28. 5.N.C. Manish Mehta UBS Financial Services Orlando •••• 1,124 3 5


29. 
    
    
    
    26. Randy Hallier Creative Planning - Cape Coral FL Cape Coral ••• 857 0.6 2.1
    
    
    
    

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