FINTRX：2024值得关注的私人财富集团研究报告：按地区划分的美国40大领先财富顾问团队（英文版）（48页）.pdf

1、2024FINTRX highlights ten leading wealth advisory teamsthroughout the Northeast,Southeast,Midwest&Westernparts of the US,examining the strategies and factors thatset them apart.PRIVATE WEALTH GROUPS TO WATCH:40 Leading Advisory TeamsThroughout the US by RegionTable of Contents03040506070809101112131

2、41516171819202122232425Introduction10 Leading Advisory Teams in the NortheastCarl Cafaro,The Cafaro GroupDebra Brede,D.K.Brede Investment Mgmt.Comp.Mary Mullin,Mullin&AssociatesPeter Princi,The Princi GroupRamzi Nuwayhid,The Nuwayhid GroupSusan Kaplan,Kaplan FinancialIra Walker,Walker Wealth Managem

3、entJonathan Kuttin,Kuttin Wealth ManagementScott Stackman,The Stackman|Casriel GroupBrian Pelkey,The Pelkey Dannies Group10 Leading Advisory Teams in the SoutheastDonna Joyner,Joyner&AssociatesAimee Cogan,The Bellwether GroupManish Mehta,The Summit GroupMargaret Starner,The Starner GroupBrett Hoge,T

4、he Hoge Barrett GroupChristi Edwards,Edwards Pharris Wealth Mgmt.Ronald Kern,Graystone ConsultingWilliam Corbellini,Corbellini,Emanuelson,KalyandurgJoe Montgomery,The Optimal Service GroupSarah Cammiso,Cammiso,Wilson&Associates262728293031323334353637383940414243444546474810 Leading Advisory Teams i

5、n the MidwestDianna Smith,The Ferguson-Smith-Cohen GroupTom Freeman,FCS Private Wealth Mgmt.&FOAbe Post Sr.,Post&AssociatesDana Locniskar,The Locniskar Pursel Bucher Biddinger GroupMelissa Spickler,The Spickler Wealth Mgmt.GroupChristina Boyd,Boyd Wealth Management GroupJudy Fredrickson,Metcalf Fred

6、rickson GroupKrystal Julius,Eckerline Julius Wealth Mgmt.GroupLouis Close,Lake Street Private WealthMatthew Engen,Engen Neuenschwander&Assoc.10 Leading Advisory Teams in the WestSteven Schultz,The Schultz GroupGeorge Papadoyannis,Papadoyannis and Assoc.J.Dorian Mckelvy,The McKelvy GroupMark Curtis,T