March 16, 2020 BARRON’S S31
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- N Katherine Ginsburg J.P. Morgan New York • 9,974 40 60
- 12 Stephanie J. Stiefel Neuberger Berman New York •••2,631 15 45
- Martin Halbfinger UBS Financial Services New York ••••3,863 20 35
- Scott Stackman UBS Financial Services New York •••• 5,580 50 100
- Robert Stolar Morgan Stanley PWM New York ••• 3,016 50 75
- Ron Vinder Morgan Stanley PWM New York •• 7,217 50 150
- Russell Rabito UBS Financial Services New York ••• 4,674 10 15
- N Ellen Morton J.P. Morgan New York •••• 8,552 20 50
- Jason Katz UBS Financial Services New York ••• 2,915 5 15
- William Peterson Neuberger Berman New York •• 1,860 6.5 13
- Noel Weil Merrill Private Wealth Mgmt New York ••• 12,295 50 100
- N Richard Zinman Morgan Stanley PWM New York •• 3,821 20 75
- Frank Marzano GM Advisory Group Melville ••• 2,836 20 30
- Jim Detterick Morgan Stanley Graystone New York •••20,102 5 10
- Deborah Montaperto Morgan Stanley PWM New York •• 20,240 100 150
- Jeffrey Kobernick UBS Financial Services New York ••• 7,503 32 50
- N John Mathai J.P. Morgan New York • 2,953 75 200
- Robert Sechan UBS Financial Services New York ••• 7,503 32 50
- Josh Gully Morgan Stanley PWM New York ••• 3,463 30 50
- N Matthew Van Dyne J.P. Morgan New York • 4,147 75 150
- N Rachel Solarsh J.P. Morgan New York •••••7,012 50 150
- Evan Steinberg Morgan Stanley PWM New York ••••2,335 8 12
- Jonathan Kuttin Ameriprise Financial Hauppauge ••• 1,971 1 3.9
- Leigh Cohen Merrill Private Wealth Mgmt New York •• 11,871 25 50
- Virginia Guy Neuberger Berman New York ••• 1,440 7 20
- N Jasmine Abouzied J.P. Morgan New York • 4,573 75 200
- Holly Newman Kroft Neuberger Berman New York ••• 1,653 7 15
- John Olson Merrill Lynch Wealth Mgmt New York •• 1,848 8 15
- Gerard Klingman Klingman & Assoc|Raymond James New York •• 2,406 10 15
- Ira Mark RBCWealthMgmt NewYork •••3,300 10 25
- Thomas Sullivan Merrill Lynch Wealth Mgmt Garden City •• 2,468 4 7
- N Andrew Shipley J.P. Morgan New York •• 4,046 100 250
- Glenn Degenaars First Republic Investment Mgmt New York ••••2,139 20 37.5
- Michael Poppo UBS Financial Services New York •••••1,434 8 12
- John Sargent Morgan Stanley PWM New York •••• 1,861 25 75
- Jonathan Kass Merrill Lynch Wealth Mgmt New York ••••6,218 10 25
- Mark Donohue Morgan Stanley PWM New York •••••2,390 20 40
- David Magrone Merrill Private Wealth Mgmt New York •• 3,298 30 50
- Daniel Kilmurray UBS Financial Services New York ••• 7,74 8 10 20
- Michael Sawyer Morgan Stanley PWM New York • 2,369 50 100
- Andrew Perry UBS Financial Services New York •• 6,983 25 40
- PatrickJ.Schwarz Morgan Stanley PWM New York •• 2,703 20 40
- Steven Grill Alex. Brown|Raymond James New York •• 12,500 15 20
- Joseph Karas Morgan Stanley Wealth Mgmt New York •••••2,173 40 60
- Bill Grous Alex. Brown|Raymond James New York •• 12,500 15 20
- Douglas Braff UBS Financial Services New York ••• 5,396 5 20
- John Barrett Merrill Lynch Wealth Mgmt New York •••••1,759 15 25
- Neil Mitchell Morgan Stanley PWM New York ••••5,757 25 50
- Peter Svarre Merrill Lynch Wealth Mgmt New York •• 1,741 12 30
- Lewis Altfest Altfest Personal Wealth Mgmt New York ••• 1,296 2 5
- N Scott Siegel Morgan Stanley Wealth Mgmt New York ••• 3,158 10 25
- N Alexandra Fuhrmann CIBCPrivateWealthMgmt NewYork •• 6,625 13.6 20
- Bruce Burrows Morgan Stanley Wealth Mgmt Garden City ••••15,597 5 20
- Todd Perry UBS Financial Services New York •• 6,983 25 40
- Joshua Malkin Morgan Stanley PWM New York ••• 1,298 10 25
- Andrew P. Kraus Merrill Private Wealth Mgmt New York ••••13,261 30.5 40
- Robert McGinty MerrillPrivateWealthMgmt NewYork ••••13,261 30.5 40
- N Shawn Rubin Morgan Stanley PWM New York •• 1,388 10 25
- Elizabeth Weikes J.P. Morgan Securities New York ••• 3,400 25 25
- Joseph Lerner Morgan Stanley PWM New York •• 2,477 25 50
- Michael Chrys Merrill Lynch Wealth Mgmt Latham •••••4,094 26 27.5