The Wall Street Journal - 19.03.2020

THE WALL STREET JOURNAL. Thursday, March 19, 2020 |S15

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

MONTANA

1. 
   
   
   
   1. JamesB.Stack Stack Financial Mgmt Whitefish ••• $1,338 $1.5 $5
   
   
   
   


2. N Charles Wagner Merrill Lynch Wealth Mgmt Billings ••••• 2,100 2 2.5


3. 
   
   
   
   4. Jared Losing Ameriprise Financial Missoula •• 612 0.3 1.7
   
   
   
   


4. 
   
   
   
   2. William Royer UBS Financial Services Billings ••• 977 3 7
   
   
   
   


5. 
   
   
   
   5. Scott Knutson Wells Fargo Advisors Helena •••• 433 1.65 6.25
   
   
   
   


6. N Joshua Hedge Merrill Lynch Wealth Mgmt Billings ••••• 2,100 2 2.5

NEBRASKA

1. 
   
   
   
   2. Jonathan Beukelman UBS Financial Services Lincoln •••• $1,852 $4 $20
   
   
   
   


2. 
   
   
   
   1. Ryan Swartz CreativePlanning-OmahaNE Omaha ••• 2,059 0.7 3.1
   
   
   
   


3. 
   
   
   
   3. Andrew Robinson Morgan Stanley Wealth Mgmt Omaha ••• 1,470 8.5 15
   
   
   
   


4. 
   
   
   
   5. John Garlock RBCWealthMgmt Omaha ••••• 900 2 3.5
   
   
   
   


5. 
   
   
   
   4. Jason Dworak UBS Financial Services Lincoln ••• 852 8 20
   
   
   
   


6. N Jim Siemonsma Mariner Wealth Advisors Omaha ••• 1,138 1 3

NEVADA

1. 
   
   
   
   1. Randy Garcia Investment Counsel Las Vegas ••• $1,234 $4.8 $10
   
   
   
   


2. 
   
   
   
   2. Mark Binder UBS Financial Services Las Vegas •• 5,561 40 50
   
   
   
   


3. 
   
   
   
   3. Deborah Danielson Danielson Financial Group|LPL Financial Las Vegas ••• 694 2 5
   
   
   
   


4. 
   
   
   
   5. James Small UBS Financial Services Las Vegas ••• 1,079 1.9 4.5
   
   
   
   


5. 
   
   
   
   6. Nadine Faulis Merrill Lynch Wealth Mgmt Las Vegas ••• 772 6 20
   
   
   
   


6. N Steve Russell WellsFargoAdvisors InclineVillage ••••• 759 9 25

NEW HAMPSHIRE

1. 
   
   
   
   1. Robert Bonfiglio Ameriprise Financial Bedford •• $545 $2 $3
   
   
   
   


2. 
   
   
   
   2. John Habig Morgan Stanley Wealth Mgmt Portsmouth ••• 420 1.5 3
   
   
   
   


3. 
   
   
   
   3. Brian Doyle Wells Fargo Advisors Hanover •••••• 700 4 7
   
   
   
   


4. 
   
   
   
   4. Sean Doyle Merrill Lynch Wealth Mgmt Manchester •••• 419 1.9 2.5
   
   
   
   


5. 
   
   
   
   5. Stephen Loughman Wells Fargo Advisors Hanover ••• 475 3 8
   
   
   
   


6. N P. Kevin O’Brien Wells Fargo Advisors Portsmouth ••• 387 1.7 3.5

NEW JERSEY

1. N Stephen Hess J.P. Morgan Summit •• $9,663 $125 $1,000


2. 
   
   
   
   2. Mary Deatherage Morgan Stanley PWM Little Falls •••• 2,915 10 25
   
   
   
   


3. 
   
   
   
   1. David Weinerman Morgan Stanley Wealth Mgmt Florham Park ••• 4,673 8 15
   
   
   
   


4. 
   
   
   
   4. Daniel Schwartz UBS Financial Services Paramus •• 2,034 10 25
   
   
   
   


5. 
   
   
   
   14. Gary Tantleff UBS Financial Services Warren •• 4,609 12 20
   
   
   
   


6. 
   
   
   
   3. Michael Ricca Morgan Stanley Wealth Mgmt Florham Park ••• 4,666 8 15
   
   
   
   


7. 
   
   
   
   5. L. Marc Shegoski UBS Financial Services Princeton •••• 23,082 21 89
   
   
   
   


8. 
   
   
   
   6. Mark Lippman Wells Fargo Advisors Linwood •••• 1,680 2.5 4
   
   
   
   


9. 
   
   
   
   11. Bruce Pomerantz Wells Fargo Advisors Short Hills ••• 1,601 7 15
   
   
   
   


10. 
    
    
    
    7. Frank Seminara Morgan Stanley PWM Florham Park •• 1,495 10 20
    
    
    
    


11. 
    
    
    
    12. Christopher Cook MerrillLynchWealthMgmt FlorhamPark •• 2,051 5 10
    
    
    
    


12. 
    
    
    
    10. John Micera RBCWealthMgmt FlorhamPark •••• 1,405 6 12
    
    
    
    


13. 
    
    
    
    15. Elliott Kugel Merrill Lynch Wealth Mgmt Bridgewater •••• 1,616 2.5 4
    
    
    
    


14. 
    
    
    
    16. Thomas Meyer Meyer Capital Group Marlton ••• 1,150 1.5 3
    
    
    
    


15. 
    
    
    
    17. James McLaughlin Princeton WA|Raymond James Princeton ••• 2,142 5 10
    
    
    
    


16. 
    
    
    
    21. Andy Schwartz Bleakley Financial Group Fairfield •••• 1,528 2.5 5
    
    
    
    


17. 
    
    
    
    9. Joseph Matina UBS Financial Services Short Hills ••• 1,741 5 10
    
    
    
    


18. 
    
    
    
    20. Mark Fendrick UBS Financial Services Mount Laurel ••• 1,020 4 6
    
    
    
    


19. 
    
    
    
    24. Jack Burke MerrillLynchWealthMgmt Florhampark ••• 4,441 7 15
    
    
    
    


20. 
    
    
    
    18. Mark Tobias Morgan Stanley Wealth Mgmt New Brunswick ••• 972 4 9
    
    
    
    


21. 
    
    
    
    23. Bruce Gsell Merrill Lynch Wealth Mgmt Iselin •••• 12,833 2.5 5
    
    
    
    


22. 
    
    
    
    26. Stephen Pollard Merrill Lynch Wealth Mgmt Princeton •• 1,618 5 9
    
    
    
    


23. N Mark Cortazzo Macro Consulting Group Parsippany •••• 771 2 6.5


24. 
    
    
    
    25. Michael Gara UBS Financial Services Princeton •••••• 4,893 2.5 10
    
    
    
    


25. 
    
    
    
    30. Jack Riley UBS Financial Services Warren •• 2,486 10 15
    
    
    
    


26. 
    
    
    
    28. James Maltese Merrill Lynch Wealth Mgmt Iselin ••• 1,714 3 5
    
    
    
    


27. 
    
    
    
    27. Christopher Zangari UBS Financial Services Westfield ••• 2,962 5 10
    
    
    
    


28. 
    
    
    
    29. Goran Bojovski Merrill Lynch Wealth Mgmt Iselin •••• 12,833 2.5 5
    
    
    
    


29. 
    
    
    
    22. Richard Udine Morgan Stanley Wealth Mgmt Mount Laurel ••• 920 2.8 4
    
    
    
    


30. 
    
    
    
    39. Neil McPeak Wells Fargo Advisors Linwood •••• 1,283 1 2
    
    
    
    


31. 
    
    
    
    32. Ken Schapiro Condor Capital Mgmt Martinsville ••• 1,136 1.75 3.5
    
    
    
    


32. 
    
    
    
    36. William Munn Ameriprise Financial Paramus •• 693 0.75 3
    
    
    
    


33. 
    
    
    
    31. Patricia Bell Merrill Lynch Wealth Mgmt Short Hills •• 718 3 5
    
    
    
    


34. 
    
    
    
    37. Alan Spierer UBS Financial Services Westfield ••• 2,962 5 10
    
    
    
    


35. 
    
    
    
    40. Christine McGinley UBS Financial Services Mount Laurel •••• 932 3 7
    
    
    
    


36. N Brent Beene RegentAtlantic Morristown •• 4,802 2.1 5


37. 
    
    
    
    44. David Briegs Merrill Lynch Wealth Mgmt Bridgewater •••• 1,616 2.5 4
    
    
    
    


38. 
    
    
    
    33. Steven Rothman UBS Financial Services Red Bank ••• 475 1.2 3
    
    
    
    


39. 
    
    
    
    42. Bruce Barth Merrill Lynch Wealth Mgmt Short Hills ••• 1,351 2 3.5
    
    
    
    


40. 
    
    
    
    43. John Hudspeth Merrill Lynch Wealth Mgmt Mount Laurel •••••• 989 3 6
    
    
    
    


41. N Julia Bishop MerrillLynchWealthMgmt FlorhamPark ••• 1,752 3 5


42. 
    
    
    
    41. Anthony Valente Morgan Stanley Wealth Mgmt Shrewsbury •••• 1,977 0.75 1.5
    
    
    
    


43. 
    
    
    
    45. David Comito MerrillLynchWealthMgmt FlorhamPark ••• 1,752 2.5 5
    
    
    
    


44. N Michael Steiner RegentAtlantic Morristown •• 4,802 3.15 7


45. 
    
    
    
    34. Francis Bitterly Morgan Stanley Wealth Mgmt Red Bank ••• 456 2.8 7
    
    
    
    


46. 
    
    
    
    47. Charles Malamut Morgan Stanley Wealth Mgmt Northfield •••••• 630 3 7.5
    
    
    
    


47. N Reed Finney Bleakley Financial Group Fairfield •••• 585 1.3 2


48. N Mary Beckett Merrill Lynch Wealth Mgmt Mount Laurel ••• 873 4 8.2

NEW MEXICO

1. 
   
   
   
   5. Michael Stevens Merrill Lynch Wealth Mgmt Albuquerque ••••• $863 $3 $7
   
   
   
   


2. 
   
   
   
   1. Michael Blackwell Morgan Stanley Wealth Mgmt Albuquerque ••• 771 1.5 2
   
   
   
   


3. 
   
   
   
   6. Brian Cochran John Moore Assoc|Raymond James Albuquerque ••• 567 1.5 3
   
   
   
   


4. 
   
   
   
   2. C.B. “Pete” Edmonds UBS Financial Services Albuquerque ••• 1,968 25 105
   
   
   
   


5. 
   
   
   
   4. Charles Reardon Morgan Stanley Wealth Mgmt Albuquerque •••• 816 2 3.5
   
   
   
   


6. N Paul Trone Edward Jones Carlsbad ••• 302 0.6 0.8

NEW YORK

1. 
   
   
   
   1. Lyon Polk Morgan Stanley PWM New York •• $20,240 $100 $150
   
   
   
   


2. 
   
   
   
   2. Brian Pfeifler Morgan Stanley PWM New York •••• 20,000 50 100
   
   
   
   


3. N Fabio Lindia J.P. Morgan New York ••17,399 75 100


4. 
   
   
   
   4. Richard Saperstein Treasury Partners New York ••• 16,206 25 30
   
   
   
   


5. 
   
   
   
   6. Kevin Peters Morgan Stanley Wealth Mgmt Purchase ••• 7,066 15.1 41.5
   
   
   
   


6. 
   
   
   
   5. Seth Finkel Neuberger Berman New York ••• 3,046 10 20
   
   
   
   


7. 
   
   
   
   3. Ron Basu Morgan Stanley PWM New York ••• 6,719 20 50
   
   
   
   


8. 
   
   
   
   8. Ed Moldaver Stifel New York •• 6,600 10 20
   
   
   
   


9. 
   
   
   
   11. Scott Wilson Morgan Stanley PWM New York ••• 6,688 10 20
   
   
   
   


10. N Claire Lea-Howarth J.P. Morgan New York •• 9,708 175 250


11. N Katherine Ginsburg J.P. Morgan New York • 9,974 40 60


12. 12 Stephanie J. Stiefel Neuberger Berman New York ••• 2,631 15 45


13. 
    
    
    
    9. Martin Halbfinger UBS Financial Services New York •••• 3,863 20 35
    
    
    
    


14. 
    
    
    
    13. Scott Stackman UBS Financial Services New York •••• 5,580 50 100
    
    
    
    


15. 
    
    
    
    16. Robert Stolar Morgan Stanley PWM New York ••• 3,016 50 75
    
    
    
    


16. 
    
    
    
    7. Ron Vinder Morgan Stanley PWM New York •• 7,217 50 150
    
    
    
    


17. 
    
    
    
    15. Russell Rabito UBS Financial Services New York ••• 4,674 10 15
    
    
    
    


18. N Ellen Morton J.P. Morgan New York •••• 8,552 20 50


19. 
    
    
    
    18. Jason Katz UBS Financial Services New York ••• 2,915 5 15
    
    
    
    


20. 
    
    
    
    14. William Peterson Neuberger Berman New York •• 1,860 6.5 13
    
    
    
    


21. 
    
    
    
    17. Noel Weil Merrill Private Wealth Mgmt New York ••• 12,295 50 100
    
    
    
    


22. N Richard Zinman Morgan Stanley PWM New York •• 3,821 20 75


23. 
    
    
    
    35. Frank Marzano GM Advisory Group Melville ••• 2,836 20 30
    
    
    
    


24. 
    
    
    
    38. Jim Detterick Morgan Stanley Graystone New York ••• 20,102 5 10
    
    
    
    


25. 
    
    
    
    24. Deborah Montaperto Morgan Stanley PWM New York •• 20,240 100 150
    
    
    
    


26. 
    
    
    
    19. Jeffrey Kobernick UBS Financial Services New York ••• 7,503 32 50
    
    
    
    


27. N John Mathai J.P. Morgan New York • 2,953 75 200


28. 
    
    
    
    20. Robert Sechan UBS Financial Services New York ••• 7,503 32 50
    
    
    
    


29. 
    
    
    
    22. Josh Gully Morgan Stanley PWM New York ••• 3,463 30 50
    
    
    
    


30. N Matthew Van Dyne J.P. Morgan New York • 4,147 75 150


31. N Rachel Solarsh J.P. Morgan New York ••••• 7,012 50 150


32. 
    
    
    
    40. Evan Steinberg Morgan Stanley PWM New York •••• 2,335 8 12
    
    
    
    


33. 
    
    
    
    34. Jonathan Kuttin Ameriprise Financial Hauppauge ••• 1,971 1 3.9
    
    
    
    

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