Wellesley Asset Management
Wellesley, Massachusetts
MICHAEL MILLER
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“I realized in 2020 that we have to be citizens of this country and the world. . . . It’s a tumultuous time in American politics and we have to be sensitive to that, in an investment-advisor and a psychologist role. It was an eye-opening realization for us not just to say ‘What’s the best convertible bond out there?’ but ‘What are we going to do as this political climate shifts?’”
Morgan Stanley Private Wealth Management
New York, New York
NADINE WONG
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“There was a turning point when I stopped pretending to be somebody who, in my head, the person across the table wanted me to be and started being myself. It changed me as an individual, as an advisor, and in my client relationships. I realized that I’m different and it's okay to be different. In fact, it’s beautiful to be different.”
Merrill Private Wealth Management
Los Angeles, California
PHILIPPE HARTL
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“I went quickly from being a scientist to an advisor. . . . What keeps me up at night is if we continue down this path of becoming more and more dependent on science and technology, that less and less of the population is educated in science and math, or at least has an appreciation for how it affects life—and that will lead to decisions that are not optimal for the species or the country.”
UBS Wealth Management
Lake Oswego, Oregon
ALI PANAHPOUR
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“We’re in a new economic cycle. We had a V-shaped recovery give way to a secular bull market, which typically lasts years. We’re recommending rotating toward cyclical value with equities, small-cap, internationals, developing markets, Asia equities; staying short-duration for fixed income; and, due to volatility, recommending active management versus passive management for this new business cycle.”
ur 2021 Best-In-State Wealth Advisors list
spotlights more than 5,000 advisors,
nominated by their firms—then researched, interviewed and assigned a ranking by SHOOK Research. The wealth advisors on our 2021 list manage more than $6 trillion in client assets. Among those selected for this year's list are a second generation advisor, a former fashion model turned top advisor, an advisor with a Ph.D. in cellular and molecular biology, and an Iranian émigré to the U.S. Those standouts are spotlighted below, explore their stories and learn how they earned a spot on the list.
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Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
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