Page 59 - Forbes - USA (March 2020)

MICHIGAN 8. Judy Fredrickson 3. Andrew Laszlo Jr. 10. David Weinerman 2. Brian Cochran 6. Louise Gunderson
1. Charles Zhang UBS Private Morgan Stanley Morgan Stanley John Moore Associ- UBS Financial Services
Zhang Financial Wealth Mgmt. Wealth Mgmt. Wealth Mgmt. ates/Raymond James $912M
PORTAGE MINNEAPOLIS BILLINGS FLORHAM PARK ALBUQUERQUE 7. Rich Abrams
$4.1B
$566M
$1.6B
$1.3B
$3.1B UBS Financial Services
2. David Kudla MISSISSIPPI NEBRASKA 11. Andy Schwartz 3. Chuck Reardon $1B
Mainstay 1. Rush Mosby 1. Jonathan Beukelman Bleakley Morgan Stanley 8. Brian Bennett
Capital Mgmt. UBS Financial Services UBS Private Financial Group Wealth Mgmt. UBS Financial Services
GRAND BLANC JACKSON Wealth Mgmt. FAIRFIELD ALBUQUERQUE $778M
$2.5B $1B LINCOLN $1.1B $810M 9. Jacqueline Willens

3. Jeffrey Fratarcangeli 2. Arthur Finkelberg $1.6B 12. Jack Riley 4. Nathan Armstrong UBS Financial Services
Fratarcangeli Raymond James & 2. Jason Dworak UBS Financial Services Merrill Private $930M
Wealth Mgmt. Associates UBS Private WARREN Wealth Mgmt.
BIRMINGHAM RIDGELAND Wealth Mgmt. $2.5B ALBUQUERQUE 10. Nick Kavallieratos

$1.3B $498M LINCOLN 13. Scott Mahoney $450M Morgan Stanley 57
Wealth Mgmt.
4. Leo Stevenson 3. Dudley Barnes $818M MICHAEL J. Morgan Stanley Private NEW YORK $3B
Merrill Lynch Barnes Pettey/ 3. Todd Feltz Wealth Mgmt. (EXCLUDING NYC) 11. Adam Zipper

Wealth Mgmt. Raymond James Feltz WealthPLAN VALDES MORRISTOWN 1. Rob Clarfeld JP Morgan Securities
WYANDOTTE CLARKSDALE OMAHA $828M Clarfeld Financial
$701M $556M $2.3B Tampa, Florida 14. Patricia Bell Advisors $1.1B A
5. Philip Appel 4. Lynn Phillips-Gaines 4. Thomas Foley Merrill Merrill Lynch TARRYTOWN 12. Jay Canell M
Merrill Lynch Phillips Financial/ HighTower Advisors Private Wealth Wealth Mgmt. $6.3B JP Morgan Securities E
Wealth Mgmt. Raymond James OMAHA Management SHORT HILLS 2. Kevin Peters $2.1B R
BLOOMFIELD HILLS STARKVILLE $560M “We prefer stocks $710M Morgan Stanley 13. Neil Canell I
$2.5B $182M over bonds. With 15. Ken Schapiro Wealth Mgmt. JP Morgan Securities C
6. Dana Locniskar NEVADA inflation creeping Condor Capital PURCHASE $2.1B A ’

Merrill Private MISSOURI 1. Mark Binder up a bit, fixed Wealth Mgmt. $1.5B 14. Peter Svarre S

Wealth Mgmt. 1. Bud King UBS Private income has cre- MARTINSVILLE 3. Lori Van Dusen Merrill Lynch
TROY UBS Financial Services Wealth Mgmt. ated a negative $1.1B LVW Advisors Wealth Mgmt. T
$2.8B ST. LOUIS LAS VEGAS NEW JERSEY PITTSFORD $1.7B O
$1.3B $3.2B rate of return P
7. Timothy Long over time.” (SOUTHERN) $1.7B 15. Jason Babb
Merrill Lynch 2. Mike Moeller 2. Randy Garcia 1. Ira Walker 4. Thomas Sullivan First Republic W
Wealth Mgmt. Wells Fargo Advisors The Investment UBS Private Merrill Lynch Investment Mgmt. E
GRAND RAPIDS CHESTERFIELD Counsel Company Wealth Mgmt. Wealth Mgmt. $1B A
$6.1B $1.7B LAS VEGAS RED BANK GARDEN CITY 16. Andrew Vahab
$1.2B 4. Dan Schwartz L T
8. Todd Sanford 3. Seth Murray UBS Private $1.2B $2.4B Citi Personal
Sanford Ameriprise 3. Deborah Danielson Wealth Mgmt. 2. Jim McLaughlin 5. Daniel O’Connell $2.6B H

Financial Services/ Financial Services Danielson PARAMUS Princeton Wealth Advi- Merrill Lynch 17. Ira Mark A
Raymond James SPRINGFIELD Financial Group $1.6B sors of Raymond James Wealth Mgmt. RBC Wealth Mgmt. D
PORTAGE $2B LAS VEGAS PRINCETON GARDEN CITY $1.3B V
$850M $492M 5. Christopher Cook $1.9B $1.3B I
4. Diane Compardo Merrill Lynch 18. Allen Saunders
9. Melissa Spickler Moneta 4. Michael Chudd Wealth Mgmt. 3. Mark Fendrick 6. Todd Silaika UBS Financial Services S
Merrill Lynch ST. LOUIS UBS Financial Services FLORHAM PARK UBS Financial Services Merrill Lynch $784M O
Wealth Mgmt. $1.4B LAS VEGAS $2B MOUNT LAUREL Wealth Mgmt. R
BLOOMFIELD HILLS $917M $997M CLIFTON PARK 19. Harry Elish S
$1.2B 5. Mark Wilkins 6. Mary Deatherage $1.3B UBS Financial Services
UBS Private 5. Jim Small Morgan Stanley Private 4. Steve Rothman $1.4B
10. Abe Post Wealth Mgmt. UBS Financial Services Wealth Mgmt. UBS Financial Services 7. W. Corby May
Merrill Lynch CLAYTON LAS VEGAS LITTLE FALLS Merrill Lynch NEW YORK
Wealth Mgmt. $673M $1B $2.6B RED BANK Wealth Mgmt. (NYC
TROY $477M GARDEN CITY PRIVATE WEALTH)

$913M 6. Gordon Hamilton III 6. Geoff Lee 7. Steve Braverman 5. John Hudspeth $1.2B 1. Brian C. Pfeifler

Morgan Stanley Ameriprise Pathstone Merrill Lynch
11. Frank Migliazzo Wealth Mgmt. Financial Services 8. Frank Marzano Morgan Stanley Private
MERRILL PRIVATE KANSAS CITY HENDERSON ENGLEWOOD Wealth Mgmt. Wealth Mgmt.
WEALTH MGMT. TROY $1.2B $400M $12.8B MOUNT LAUREL GM Advisory Group $5.2B
$1.2B 8. Mark Cortazzo $961M MELVILLE 2. Christopher Errico
7. Dennis Williams 7. David Miller MACRO 6. Christine McGinley $740M
MINNESOTA Morgan Stanley Private UBS Financial Services Consulting Group UBS Financial Services 9. Jon Myers UBS Private
1. Christina Boyd Wealth Mgmt. RENO PARSIPPANY MOUNT LAUREL Ameriprise Wealth Mgmt.
$2.2B
Merrill Lynch KANSAS CITY $376M $417M $839M Financial Services
Wealth Mgmt. $1.2B 9. Michael Ricca VESTAL 3. Lyon Polk
WAYZATA 8. Barbara Archer NEW HAMPSHIRE Morgan Stanley 7. Anthony Valente $710M Morgan Stanley Private
$1B HighTower St. Louis 1. John Habig Wealth Mgmt. Morgan Stanley 10. Bruce Burrows Wealth Mgmt.
Wealth Mgmt.
2. Rob Metcalf Wealth Advisors Morgan Stanley FLORHAM PARK SHREWSBURY Morgan Stanley $8.4B
Wealth Mgmt.
UBS Private ST. LOUIS PORTSMOUTH $4.1B $1.8B Wealth Mgmt. 4. Richard Saperstein
Wealth Mgmt. $774M $371M GARDEN CITY Hightower/

MINNEAPOLIS 9. Robert Millner 8. Francis Bitterly $4.6B Treasury Partners

$1.6B Morgan Stanley 2. Bob Bonfiglio Morgan Stanley 11. Chris Sebastian $14.8B
Wealth Mgmt.
Ameriprise

3. Richard S. Brown Wealth Mgmt. Financial Services RED BANK Merrill Lynch 5. Martin Halbfinger
JNBA Financial ST. LOUIS BEDFORD $473M Wealth Mgmt. UBS Financial Services
Advisors $1.3B $382M BUFFALO $3.3B
MINNEAPOLIS 10. Kathleen 9. Rick Udine $1B 6. Michael Poppo
$1B Youngerman 3. Brian Doyle Morgan Stanley 12. Bill Schoff UBS Financial Services
Wealth Mgmt.
4. Brad Wheelock Morgan Stanley Private Wells Fargo Advisors MOUNT LAUREL UBS Financial Services $1.3B
RBC Wealth Mgmt. Wealth Mgmt. LEBANON $895M ROCHESTER 7. Ed Moldaver
CHESTERFIELD $700M
SAINT CLOUD 10. Michael Pron $1.7B Stifel
$1.2B $327M 4. Sean Doyle Merrill Lynch $3.6B
NEW YORK
Merrill Lynch
5. Ben Marks 11. Jim Hise Wealth Mgmt. Wealth Mgmt. (HIGH NET WORTH) 8. Ron Basu
Marks Group Merrill Private MANCHESTER PRINCETON 1. Jason Katz Morgan Stanley Private
Wealth Mgmt. Wealth Mgmt. $706M Wealth Mgmt.
MINNETONKA KANSAS CITY $412M 11. Neil McPeak UBS Financial Services $5B
$1.1B $1B NEW JERSEY RANDY CONNER Wells Fargo Advisors $2.6B 9. Colleen O’Callaghan

6. Bryan Sweet 12. Matt Burke (NORTHERN) Los Angeles LINWOOD 2. Gregg S. Fisher JP Morgan Securities
Sweet Ameriprise 1. Frank Seminara $1.2B Gerstein Fisher $1.8B
Financial Services/ Financial Services Morgan Stanley Private Churchill $2.3B 10. Jordan Waxman
Raymond James CHESTERFIELD Wealth Mgmt. Management Group 12. L. Marc Shegoski 3. John Olson
FAIRMONT $390M FLORHAM PARK “Take a look back UBS Financial Services Merrill Lynch Nucleus Advisors
$496M $1.2B PRINCETON Wealth Mgmt. $2.1B
MONTANA at the last two $3B

7. Louis Close 1. James Stack 2. Joseph Matina years and ask $1.8B 11. Jeffrey Kobernick
UBS Private Stack Financial Mgmt. UBS Private yourself how you NEW MEXICO 4. Gerard Klingman UBS Private
Wealth Mgmt. Wealth Mgmt. felt about your 1. Michael Stevens Klingman & Associ- Wealth Mgmt.
MINNEAPOLIS WHITEFISH SHORT HILLS investments. 2018 Merrill Lynch ates/Raymond James $3.4B
$1.3B
$1.6B $1.2B Wealth Mgmt. $1.9B 12. Rob Sechan
2. William Royer 3. Elliott Kugel was awful, and ALBUQUERQUE 5. Scott Siegel UBS Private

UBS Financial Services Merrill Lynch in 2019 we had a $837M Morgan Stanley Wealth Mgmt.
BILLINGS Wealth Mgmt. rally. We think a Wealth Mgmt. $3.4B
$972M tactical approach
BRIDGEWATER $3B
$1.6B works best.”
M A R C H 2 0 2 0 F O R B E S . C O M