Forbes - USA (2020-10)

FORBES.COM

72

OCTOBER 20 20

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46. Susan Kaplan
    Kaplan Financial
    Services
    NEWTON, MA
    $1.9B


47. Gerard Klingman
    Klingman & Associates
    NEW YORK, NY
    $1.9B


48. Raj Bhatia
    Merrill Private
    Wealth Mgmt.
    CHICAGO, IL
    $1.5B
    O’Callaghan 49. Colleen
    JP Morgan Securities
    NEW YORK, NY
    $1.9B


49. David Singer
    Merrill Private
    Wealth Mgmt.
    CINCINNATI, OH
    $2.8B
    51. Hank McLarty
    Gratus Capital
    ATLANTA, GA
    $1.9B


50. Kent Pearce
    Merrill Lynch
    Wealth Mgmt.
    TOWSON, MD
    $1.5B


51. Jeffrey Kobernick
    UBS Private
    Wealth Mgmt.
    NEW YORK, NY
    $3.3B


52. Rob Sechan
    Wealth Mgmt. UBS Private^
    NEW YORK, NY
    $3.3B


53. Jon Goldstein
    First Republic
    Investment Mgmt.
    MENLO PARK, CA
    $7B


54. Scott Stackman
    UBS Private
    Wealth Mgmt.
    NEW YORK, NY
    $3.8B


55. John Olson
    Wealth Mgmt. Merrill Lynch^
    NEW YORK, NY
    $1.7B


56. Brian Strachan
    Morgan Stanley
    Private Wealth Mgmt.
    BOSTON, MA
    $1.1B


57. Jordan Waxman
    Nucleus Advisors
    NEW YORK, NY
    $2.4B


58. Nestor Vicknair
    Merrill Lynch
    Wealth Mgmt.
    HOUSTON, TX
    $4.7B


59. Jesse Bromberg
    Morgan Stanley Wealth Mgmt.
    SAN FRANCISCO, CA
    $1.5B


60. Thomas Sullivan
    Merrill Lynch
    Wealth Mgmt.
    GARDEN CITY, NY
    $2.1B


61. Shawn Fowler
    Morgan Stanley
    Private Wealth Mgmt.
    DENVER, CO
    $5.1B


62. Michael Matthews
    UBS Private
    Wealth Mgmt.
    BELLEVUE, WA
    $1.2B


63. Joe Montgomery
    Wells Fargo Advisors
    WILLIAMSBURG, VA
    $1.2B


64. Lori Van Dusen
    LVW Advisors
    PITTSFORD, NY
    $1.7B


65. Adam Carlin
    Morgan Stanley
    Private Wealth Mgmt.
    CORAL GABLES, FL
    $2.7B


66. William Greco
    UBS Wealth Mgmt.
    HARTFORD, CT
    $3.2B


67. Jeffrey
    Fratarcangeli
    Wealth Mgmt. Fratarcangeli^
    BIRMINGHAM, MI
    $1.8B


68. Scott Tiras
    Ameriprise
    Financial Services
    HOUSTON, TX
    $1.8B


69. Craig Chiate
    Wealth Mgmt. UBS Private^
    LOS ANGELES, CA
    $3.2B


70. William Corbellini
    Merrill Private
    Wealth Mgmt.
    DALLAS, TX
    $2.6B


71. Clarke Lemons
    WaterOak Advisors
    WINTER PARK, FL
    $1.9B


72. Jeff Grinspoon
    VWG Wealth Mgmt.
    VIENNA, VA
    $1.2B


73. Troy Griepp
    Private Wealth Mgmt. Morgan Stanley^
    SAN FRANCISCO, CA
    $11.2B


74. Laila Pence
    Pence Wealth Mgmt.
    NEWPORT BEACH, CA
    $1.3B


75. Tommy McBride
    Merrill Lynch
    Wealth Mgmt.
    DALLAS, TX
    $1.3B


76. Shawn Rubin
    Morgan Stanley
    Private Wealth Mgmt.
    NEW YORK, NY
    $1.4B


77. Brian Hetherington
    Merrill Private Wealth Mgmt.
    NEW CANAAN, CT
    $2.5B


78. Brian Bennett
    UBS Wealth Mgmt.
    NEW YORK, NY
    $896M


79. Kevin Myeroff
    NCA Financial Planners
    CLEVELAND, OH
    $1B


80. Richard Zinman
    Private Wealth Mgmt. Morgan Stanley
    NEW YORK, NY
    $3.5B


81. John Barrett
    Merrill Lynch
    Wealth Mgmt.
    NEW YORK, NY
    $1.6B


82. Elaine Meyers
    JP Morgan Securities
    SAN FRANCISCO, CA
    $2.9B


83. Scott Magnesen
    Morgan Stanley
    Wealth Mgmt.
    OAK BROOK, IL
    $3.4B


84. Jonathan
    Beukelman
    Wealth Mgmt. UBS Private^
    LINCOLN, NE
    $2.7B


85. Richard Pluta
    Wealth Mgmt. Merrill Lynch^
    NEW YORK, NY
    $981M


86. David Ellis III
    Wealth Mgmt. UBS Private^
    CINCINNATI, OH
    $1.5B


87. Bonner Barnes
    Investment Mgmt. Corda^
    HOUSTON, TX
    $982M


88. Louise Gunderson
    UBS Private
    Wealth Mgmt.
    NEW YORK, NY
    $830M


89. Noel Weil
    Merrill Private
    Wealth Mgmt.
    NEW YORK, NY
    $9.8B


90. Shannon Eusey
    Beacon Pointe Advisors
    NEWPORT BEACH, CA
    $6.9B


91. Charles McKinney
    Morgan Stanley
    Private Wealth Mgmt.
    DALLAS, TX
    $1.3B


92. David Kudla
    Mainstay
    Capital Mgmt.
    GRAND BLANC, MI
    $2.5B


93. Robert Waldele
    Merrill Lynch
    Wealth Mgmt.
    NEW YORK, NY
    $2.6B


94. Peter Rukeyser
    UBS Private
    Wealth Mgmt.
    NEW YORK, NY
    $1.8B


95. Alex Williams
    UBS Private
    Wealth Mgmt.
    NEW YORK, NY
    $1.8B


96. Daniel Fries
    Merrill Lynch
    Wealth Mgmt.
    CHICAGO, IL
    $997M


97. Chuck Bean
    Heritage
    Financial Services
    WESTWOOD, MA
    $1.3B


98. Spuds Powell
    Kayne Anderson
    Rudnick
    LOS ANGELES, CA
    $4.3B


99. Frank Seminara
    Morgan Stanley
    Private Wealth Mgmt.
    FLORHAM PARK, NJ
    $1.4B


100. Ron Hughes
     Merrill Private Wealth Mgmt.
     ATLANTA, GA
     $1B


101. George
     Papadoyannis
     Ameriprise
     Financial Services
     SAN MATEO, CA
     $5B


102. Randy Carver
     Carver Financial Services/
     Raymond James
     MENTOR, OH
     $1.4B


103. Mike Sawyer
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $2.2B


104. Steven Schultz
     UBS Wealth Mgmt.
     PHOENIX, AZ
     $1.2B


105. Bruce Munster
     Merrill Private Wealth Mgmt.
     BELLEVUE, WA
     $2B


106. David Bahnsen
     The Bahnsen Group
     NEWPORT BEACH, CA
     $1.7B


107. Evan Steinberg
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $2.1B


108. Joseph Jacques
     Jacques Financial
     ROCKVILLE, MD
     $1B


109. Johanna Walters
     Merrill Lynch
     Wealth Mgmt.
     BLUE BELL, PA
     $4.3B


110. Jeffrey Colin
     Baker Street Advisors
     SAN FRANCISCO, CA
     $10.2B


111. David Magrone
     Merrill Private Wealth Mgmt.
     NEW YORK, NY
     $3.1B


112. Don d’Adesky
     The Americas Group
     of Raymond James
     BOCA RATON, FL
     $3.2B


113. Greg Miller
     Wellesley Asset Mgmt.
     WELLESLEY, MA
     $1.9B


114. Sean Dillon
     UBS Wealth Mgmt.
     BOSTON, MA
     $1.5B


115. James Stack
     Stack Financial Mgmt.
     WHITEFISH, MT
     $1.1B


116. Bud King
     UBS Private
     Wealth Mgmt.
     ST. LOUIS, MO
     $1.2B


117. Leigh Cohen
     Merrill Private
     Wealth Mgmt.
     NEW YORK, NY
     $8.1B


118. Sean Yu
     Private Wealth Mgmt. Morgan Stanley
     PASADENA, CA
     $854M


119. Rich Abrams
     UBS Wealth Mgmt.
     NEW YORK, NY
     $967M


120. Eric Gray
     Merrill Private Wealth Mgmt.
     LOS ANGELES, CA
     $9.8B


121. Scott Wilson
     Morgan Stanley
     Private Wealth Mgmt.
     NEW YORK, NY
     $6.1B


122. Mary Deatherage
     Morgan Stanley
     Private Wealth Mgmt.
     LITTLE FALLS, NJ
     $2.7B


123. Dan Schwartz
     Wealth Mgmt. UBS Private
     PARAMUS, NJ
     $1.7B


124. Christina Boyd
     Wealth Mgmt. Merrill Lynch^
     WAYZATA, MN
     $924M


125. Nick Kavallieratos
     Morgan Stanley
     Wealth Mgmt.
     NEW YORK, NY
     $2.9B


126. Michael Kanigher
     Wealth Mgmt. UBS Private^
     LOS ANGELES, CA
     $4.8B


127. Darrell Pennington
     Ameriprise
     Financial Services
     HOUSTON, TX
     $812M


128. Debra Brede
     D.K. Brede Investment
     Mgmt. Company
     NEEDHAM, MA
     $926M


129. Shane Brisbin
     Private Wealth Mgmt. Morgan Stanley^
     SAN FRANCISCO, CA
     $3.9B


130. Dwight
     Emanuelson Jr.
     Wealth Mgmt. Merrill Private^
     DALLAS, TX
     $2.6B


131. Elliott Kugel
     Merrill Lynch
     Wealth Mgmt.
     BRIDGEWATER, NJ
     $1.4B


132. Kyle Chudom
     Morgan Stanley Wealth Mgmt.
     OAK BROOK, IL
     $842M


133. Steve Hollomon
     Merrill Lynch
     Wealth Mgmt.
     SEATTLE, WA
     $1.9B


134. Sharon Oberlander
     Merrill Lynch
     Wealth Mgmt.
     CHICAGO, IL
     $1.4B


135. Greg Onken
     JP Morgan Securities
     SAN FRANCISCO, CA
     $2.8B


136. Leo Stevenson
     Merrill Lynch
     Wealth Mgmt.
     WYANDOTTE, MI
     $694M


137. Rich Petit
     Morgan Stanley
     Private Wealth Mgmt.
     MENLO PARK, CA
     $6.5B


138. Erin Scannell
     Ameriprise
     Financial Services
     MERCER ISLAND, WA
     $2.3B


139. Devin Condron
     Private Wealth Mgmt. Morgan Stanley^
     BOSTON, MA
     $1.4B


140. Rob Metcalf
     UBS Private
     Wealth Mgmt.
     MINNEAPOLIS, MN
     $1.6B


141. Barry Garber
     Alex. Brown/
     Raymond James
     BALTIMORE, MD
     $2.1B


142. Glenn Degenaars
     Investment Mgmt. First Republic^
     NEW YORK, NY
     $2.1B


143. Dana Locniskar
     Merrill Private
     Wealth Mgmt.
     TROY, MI
     $2.6B

BRUCE BURROWS

MORGAN STANLEY

WEALTH MANAGEMENT

Garden City, New York

“There have been programs [to promote]

diversity, but the way I look at it is through

the proverb: If you give a person a fish, they

eat for a day, but if you teach them to fish,

they’ll eat for a lifetime. In this business most

[potential] fishermen are not around the dock.

You have to invite them onto your boat. The

wealth-management industry does a decent

job of mentoring, but it has not actually invited

an inclusive group onto the boat.”