40 Under 40: “tremendous potential in the financial advice industry”

CI100056615

Thanks to everyone for all the kind words and encouragement surrounding this morning’s 40 Under 40 list published by Investment News.

It’s a huge honor to be on a list populated by the likes of my friends Blair, Aaron, Cullen and Meb. Also a thrill to be named alongside so many accomplished entrepreneurs like Shirl Penney and Dan Crosby, Brian McLaughlin and Sophia Bera – people I look forward to getting to know and possibly even collaborating with in the future.

Overall, this has been one of the best experiences of my career. Being recognized by my wealth management peers for doing it right feels really great. If you had told me a few years ago that something like this was in the cards for me, I’d have never believed it.

Investment News managing editor Christina Nelson had this to say about the list:

The InvestmentNews 40 Under 40 project aims to provide a glimpse of the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The key attributes the editorial staff looked for among the 1,200 nominations we received in each of this project’s first two years were: accomplishment to date, contribution to the industry, leadership and promise.

But it’s not just about the future. Our 40 advisers and associated professionals are making a difference today. Their stories will entertain and inform, as well as illustrate the best of what this profession can be.

Honorees in the class of 2015 are every bit as impressive as our inaugural class last year. We had a tough time narrowing the pool to just 40 — and that’s good news. Despite the recurring reports of a thinning in the industry’s younger ranks, many of those among us have an encouraging tale to tell.

Click over for a lot more on the people IN chose to represent the future of our industry.

40 Under 40 2015 (Investment News)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web