Overview

A warm welcome to the Family Wealth Report Awards 2020 website.

For those new to the awards, the categories are focused around three main areas:

  • Experts (individuals and teams)
  • Products
  • Services for wealth managers and clients/institutions of all sizes and types

Independence, integrity and genuine insight are and always have been the watchwords of the judging process and this is conducted by an expert panel drawn from both private banks and trusted advisors/consultants to the sector.

For the Family Wealth Report Awards 2020, there were three judging panels for the awards: a panel of trusted advisers responsible for judging the family office and banking categories; a second panel of family office and banking professionals to judge the trusted adviser categories; a third panel dedicated to judging the technology section. This policy helps ensure that commercially sensitive information is kept confidential and to avoid conflicts of interest.

Winning an Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer.  It rewards achievement and showcases top class performance and innovation.

Finalists and Winners are listed on this website and interviews with the winners feature in our post-Awards magazine Acclaim.

Citations about Family Wealth Report Awards 2020 Winners can be found in this article.

An article about Robert Elliot, who won the Lifetime Achievement Award, can be accessed here.

Key Dates

 

  • Nominations closed – October 10, 2019 (at Midnight)
  • Shortlist announcement – November 20, 2019
  • AWARDS DINNER – Wednesday, March 18, 2020 (from 6.30pm)

Judges

TECHNOLOGY PANEL

Amanda Anderson

Chief Administrative Officer

Ascent Private Capital Management of U.S. Bank

With more than 20 years’ experience in the financial sector, Amanda manages products and services tailored to the needs of ultra-high net worth families. She has responsibility for operational support […]

Chris Martinez

Former Managing Director

Oakbrook Solutions

Chris is former managing director of the family office practice at Oakbrook Solutions, a leading family office management consultancy. With over 20 years of operations and technology expertise within the […]

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family […]

Tania Neild

CTO and Owner

InfoGrate

Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices.  She supports all aspects of their technology from cybersecurity and data integration to vendor selection and […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]


MFO/PB PANEL

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Charles Lowenhaupt

Managing Member

Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of […]

Daisy Medici

Managing Director

GenSpring | Sun Trust Private Wealth

Daisy Medici is managing director of governance and education at GenSpring | SunTrust Private Wealth, where she has spent years leading the development of proprietary tools and processes deployed through […]

Ida Liu

Head of Citi Private Bank, North America

Citi Private Bank

Ida Liu is the head of Citi Private Bank, North America and a member of the Private Bank Global Leadership Team. In this role, Ida is directly responsible for delivering […]

Joe Calabrese

COO Wealth Management

Key Private Bank

Joe Calabrese is Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, […]

John M Dowd

Chief Executive Officer

Fiduciary Trust Company International

John is the CEO of Fiduciary Trust Company International, a wealth management firm, founded in New York in 1931, with a singular focus on growing and protecting wealth through generations. […]

Leslie C Voth

Chairman, President and CEO

Pitcairn

Having led Pitcairn’s transformation to an industry-leading multi-family office, Leslie has a unique perspective on managing the inevitable change that all families must navigate to achieve multi-generational success. She believes […]

Martha Pomerantz

Partner, Investment Portfolio Manager

Evercore Wealth Management

Martha is a partner and portfolio manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She is a member of the firm’s strategic planning committee and […]

Michael Cole

Managing Partner

R360

Michael is an industry veteran with more than 25 years of experience building successful wealth management firms. Most recently, Michael served as the CEO of Cresset Asset Management, an SEC […]

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]

Stephen E Prostano

Founder & Managing Partner

SPI Partners

In a career spanning over three decades, Steve Prostano has distinguished himself as an innovator and thought leader in the wealth management and global financial services industries. Steve has served […]

Todd D Mayo

Executive Director

UBS Wealth Management

Todd D Mayo is an executive director, Senior Wealth Strategist, at UBS. Todd works with ultra-high net worth families, helping them to design and implement wealth strategies that reflect their […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]

Tricia Levin

Managing Director (Tax Relationship Management)

Geller Advisors

Tricia serves as managing director at Geller Advisors. With over 20 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to high-net-worth individuals, families, and their […]

Wally Head

Founder & Principal

Personal Fiduciary Advisors

LinkedIn


TRUSTED ADVISORS

April Rudin

Founder and President

The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, […]

Cara Williams

Senior Partner

Mercer

Cara Williams, Senior Partner, is ESG Strategy Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed […]

Dr Kirby Rosplock

Founder and CEO

Tamarind Partners

Kirby is the founder of Tamarind Partners, named Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report. She is an industry thought leader, renowned […]

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O’Connor Davies Family Office

Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice.  She is also managing director of PKF Funds and Family Office, headquartered in […]

Gregory F. Roll

Co-Founder

Touchpoint

Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is a great need for innovation; that the ever-increasing sophistication […]

James H McLaughlin

Founder and CEO

J H McLaughlin & Co

James “Jamie” McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust […]

Jeff Ladouceur

Director

SEI

Jeff Ladouceur is director of SEI Private Wealth Management. In this capacity he is responsible for innovative solutions that support the needs of ultra-high net worth individuals. More specifically, he […]

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Associa¬tion, a global forum for single family offices […]

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

Lisa leads a team of highly experienced and credentialed professionals who provide customized financial, business transition and wealth transfer planning advice. Lisa has advised UHNW individuals and multi-generational families for […]

Susan R Schoenfeld

CEO and Founder

Wealth Legacy Advisors

Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

Awards Winners Supplement


Finalists

  • NORTH AMERICAN FAMILY OFFICE CATEGORIES
MULTI-FAMILY OFFICE (NEW ENTRANT) NOMINEES Cresset JTC Private Office Our Family Office  MULTI-FAMILY OFFICE (UP TO AND INCLUDING $2.5 BILLION AUM/AUA) NOMINEES Ashfield Capital Partners Calamos Wealth Management Keystone Global Partners Market Street Trust Company Northwood Family Office Northland Wealth Management   MULTI-FAMILY OFFICE ($2.5 BILLION TO $5 BILLION AUM/AUA) NOMINEES Camden Capital Delegate Keel Point PagnatoKarp Vogel Consulting     MULTI-FAMILY OFFICE ($5 BILLION TO $15 BILLION AUM/AUA) NOMINEES Evercore Wealth Management Forbes Family Trust Gresham Partners Key Family Wealth Pitcairn WE Family Offices     MULTI-FAMILY OFFICE ($15 BILLION AUM/AUA AND ABOVE) NOMINEES Bessemer Trust BMO Family Office CIBC Private Wealth Management Hawthorn, PNC Family Wealth JDJ Family Office Services Tiedemann Advisors     MULTI-FAMILY OFFICE (CLIENT INITIATIVE) NOMINEES AdvicePeriod Forbes Family Trust Keystone Global Partners Omnia Family Wealth Our Family Office Pitcairn    
  • PRIVATE BANKING CATEGORIES
NORTH AMERICAN PRIVATE BANK NOMINEES Citi Private Bank GenSpring | SunTrust Private Wealth Key Private Bank PNC Wealth Management RBC Wealth Management  
  • INVESTMENT & ASSET MANAGEMENT CATEGORIES
PRIVATE CLIENT INVESTMENT PLATFORM NOMINEES Abbot Downing Bessemer Trust CAIS CIBC Private Wealth Management Citi Private Bank Evercore Wealth Management     RESPONSIBLE INVESTING/ESG/IMPACT INVESTING NOMINEES Bank of the West/BNP Paribas Wealth Management Key Client Group Capital Dynamics Ethic RBC Wealth Management Sonen Capital Synovus Family Office     ALTERNATIVE ASSET MANAGER NOMINEES Artivest Capital Dynamics Citi Private Bank Synovus Family Office Westmount Asset Management     BEST OUTSOURCED CIO NOMINEES Envestnet Key Private Bank Keystone Global Partners RDM Financial Group at Hightower Socius Family Office Tiedemann Advisors  BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS Winner to be announced at awards dinner
  • MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN NOMINEES Cerity Partners Evercore Wealth Management SEI Tamarind Partners Team Hewins
  • PRIVATE CLIENT CATEGORIES
LEGAL TEAM OF THE YEAR NOMINEES Day Pitney Handler Thayer   FIDUCIARY OR TRUST SERVICES  (INDEPENDENT) NOMINEES Argent Financial Group EY Fiduciary Trust Company International Fiduciary Trust Company Hawthorn, PNC Family Wealth Tiedemann Trust Company     FIDUCIARY OR TRUST SERVICES  (INSTITUTIONAL) NOMINEES Boston Private Citi Private Bank Key Private Bank     WEALTH PLANNING  (INSTITUTIONAL) NOMINEES Bessemer Trust Citi Private Bank RBC Wealth Management Wells Fargo     WEALTH PLANNING (OTHER ORGANIZATIONS) NOMINEES AdvicePeriod Cresset Day Pitney Delegate Fiduciary Trust Company International Gresham Partners Hawthorn, PNC Family Wealth Tiedemann Advisors    
  • CONSULTANTS TO PRIVATE CLIENTS CATEGORIES
TAX & ACCOUNTANCY ADVICE NOMINEES Anchin Private Client Bessemer Trust Our Family Office PKFOD Vogel Consulting   PHILANTHROPY ADVICE NOMINEES Citi Private Bank Foundation Source PKFOD Strategic Philanthropy SEI   FAMILY OFFICE MANAGEMENT CONSULTANCY NOMINEES Cornerstone Family Office EY Private Client Services JDJ Family Office Services Mack International PKFOD WE Family Offices     FAMILY WEALTH COUNSELING NOMINEES Abbot Downing Citi Private Bank Fiduciary Trust Company International GenSpring | SunTrust Private Wealth PKFOD The Family Office at Synovus Vogel Consulting Wealth Legacy Advisors     SOLUTIONS FOR “INTERNATIONAL AMERICANS” NOMINEES Capital Generation Partners Citi Private Bank EY PKFOD REYL Overseas Schroders Wealth US    
  • TECHNOLOGY CATEGORIES
PORTFOLIO MANAGEMENT NOMINEES Addepar Black Diamond Wealth Platform Charles River Development – A State Street Company Solovis SS&C Advent | Wealth Management Suite Vestmark   CLIENT COMMUNICATIONS NOMINEES Copytalk Orion Advisor Technology Seismic SS&C Vision F1 Summitas     CONSOLIDATED REPORTING NOMINEES Black Diamond Wealth Platform BNY Mellon | Albridge Datafaction Envestnet | Tamarac FundCount Mirador SEI Archway   COMPLIANCE NOMINEES BITA Risk BNY Mellon | Albridge InvestEdge Orion Advisor Technology Riskalyze     CRM SYSTEM Winner to be announced at awards dinner OUTSOURCING/BUSINESS PROCESS OUTSOURCING NOMINEES Accusource Archer BNY Mellon | Albridge FIS Global LibertyFi PKFOD SEI Archway   ACCOUNTING NOMINEES Asset Vantage Citco FundCount Private Wealth Systems SEI Archway SS&C Advent | Advent Portfolio Exchange    INNOVATIVE CLIENT SOLUTION NOMINEES Accusource - KnowLedger Alter Domus Black Diamond Wealth Platform BNY Mellon | Pershing Canoe Intelligence DarcMatter InvestEdge Orca SEI Archway     Cornerstone Family Office Foundation Source My Accountant RBC Wealth Management    
BEST CUSTOMER FACING DIGITAL PLATFORM NOMINEES Private Wealth Systems SEI RBC Wealth Management    
  • INSURANCE CATEGORIES
BEST INSURANCE BROKERAGE PROVIDER NOMINEES Crystal, Alliant Private Client Lockton  BEST INSURANCE UNDERWRITER Winner to be announced at awards dinner
  • SPECIAL WEALTH MANAGEMENT CATEGORIES
CYBERSECURITY NOMINEES Lockton Private Risk Solution Summitas  SECURITY CONSULTING & RISK MANAGEMENT Winner to be announced at awards dinner HEALTHCARE SERVICES NOMINEES Black Bag Private Health Management Theia Senior Solutions     CONCIERGE/SPECIALIST SERVICE FIRM NOMINEES Cornerstone Family Office JDJ Family Office Services Private Health Management Theia Senior Solutions Van Leeuwen & Company  PROPERTY & HOUSEHOLD NOMINEES Argent Mineral Management JDJ Family Office Services TAG Bill Pay   ART & PRIVATE COLLECTIONS NOMINEES Lockton Private Risk Solutions BMO Family Office Citi Private Bank Ronald Varney Fine Art Advisors    
  • LEADERSHIP CATEGORIES
LEADING INDIVIDUAL (MFO) NOMINEES AdvicePeriod – Steve Lockshin CIBC Private Wealth – Alan Fields Pitcairn – Leslie Voth The Family Office at Synovus – Blake Melton TAG Associates – Jonathan Bergman LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER) NOMINEES Carson Group – Ron Carson Envestnet – Brandon Thomas Evercore Wealth Management - Chris Zander Handler Thayer – Thomas J Handler Mack International – Linda Mack Wealth Legacy Advisors – Susan R Schoenfeld     WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION) NOMINEES Aspiriant Fifth Third Bank GenSpring | SunTrust Private Wealth Team Hewins WOMEN IN WEALTH MANAGEMENT (BANKS - INDIVIDUAL) NOMINEES BMO Family Office – Shannon M Kennedy CIBC Private Wealth Management – Patricia Bannan Citi Private Bank – Ida Liu Citi Private Bank – Natalia Murphy     WOMEN IN WEALTH MANAGEMENT  (MFOs/WEALTH MANAGERS - INDIVIDUAL) NOMINEES Evercore Wealth Management – Martha Pomerantz Mesirow – Melissa Bean Pitcairn – Leslie Voth Tiedemann Advisors – Jennifer Ayer Vogel Consulting – Rhona Vogel Westmount Asset Management – Arielle Anderson     WOMEN IN WEALTH MANAGEMENT  (ADVISORS) NOMINEES Advicent – Angela Pecoraro Calamos Wealth Management – Anita Knotts Carson Group – Teri Shepherd DarcMatter – Natasha Bansgopaul Mack International – Linda Mack Octonomics – Elisabeth Prefonteine Wealth Legacy Advisors – Susan R Schoenfeld     DIVERSITY IN WEALTH MANAGEMENT (COMPANY) NOMINEES Citi Private Bank DarcMatter The Lerner Group Tiedemann Advisors Calamos Wealth Management     OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL) NOMINEES Cresset – Jack Ablin Envestnet – William Crager Family Wealth Consulting & The Consulting Practice of Dennis T Jaffee – James Grubman & Dennis T Jaffee Northwood Family Office – Tom McCullough Pitcairn – Andy Busser Theia Senior Solutions– Joanna Gordon Martin Wealth Legacy Advisors – Susan R Schoenfeld     OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP  (TECHNOLOGY COMPANIES) NOMINEES Asset Vantage Fiserv SEI Summitas   OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP  (OTHER ORGANIZATIONS) NOMINEES Bessemer Trust Evercore Wealth Management Fiduciary Trust Company Key Family Wealth RBC Wealth Management TIGER 21

About our Sponsors

Category Sponsors


Venue

Mandarin Oriental

Address: 80 Columbus Circle at 60th Street, New York, New York 10023, USA

Winners

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (NEW ENTRANT)

Cresset

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)

Northwood Family Office

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

PagnatoKarp

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)

WE Family Offices

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

Tiedemann Advisors

MULTI-FAMILY OFFICE (client initiative)

Pitcairn

 

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK

Citi Private Bank

 

INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM

Evercore

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

Sonen Capital

ALTERNATIVE ASSET MANAGER

Citi Private Bank

BEST OUTSOURCED CIO

Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

Capital Counsel

 

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

LEGAL TEAM OF THE YEAR

Handler Thayer

FIDUCIARY OR TRUST SERVICES - INDEPENDENT

Fiduciary Trust Company International

FIDUCIARY OR TRUST SERVICES - INSTITUTIONAL

Key Private Bank

WEALTH PLANNING - INSTITUTIONAL

Abbot Downing/Wells Fargo

WEALTH PLANNING – OTHER ORGANIZATIONS

Gresham Partners

 

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN
Cerity Partners

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX & ACCOUNTANCY ADVICE

PKF O’Connor Davies Family Office

PHILANTHROPY ADVICE

Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY

EY

FAMILY WEALTH COUNSELLING

Abbot Downing – Highly commended
Fiduciary Trust Company International – Winner

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

Citi Private Bank

 

TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)

PORTFOLIO MANAGEMENT

Black Diamond Wealth Platform

CLIENT COMMUNICATIONS

Summitas

CONSOLIDATED REPORTING

FundCount

COMPLIANCE

BITA Risk

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

SEI Family Office Servies (formerly SEI Archway)

ACCOUNTING

Asset Vantage

INNOVATIVE CLIENT SOLUTION

Canoe Intelligence

 

TECHNOLOGY CATEGORIES (ADVISORS)

INNOVATIVE CLIENT SOLUTION

RBC Wealth Management

BEST CUSTOMER FACING DIGITAL PLATFORM

SEI

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

Crystal, Alliant Private Client

BEST INSURANCE UNDERWRITER

PURE Insurance

 

SPECIAL WEALTH MANAGEMENT CATEGORIES

CYBER SECURITY

Summitas

HEALTHCARE SERVICES

Black Bag

CONCIERGE/SPECIALIST SERVICE FIRM

JDJ Family Office Services

PROPERTY & HOUSEHOLD

TAG Bill Pay

ART & PRIVATE COLLECTIONS

Ronald Varney Fine Art Advisors

DIVERSITY IN WEALTH MANAGEMENT (Company) 

DarcMatter

 

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (MFO)

Pitcairn – Leslie Voth

LEADING INDIVIDUAL

Evercore – Chris Zander

WOMEN IN WEALTH MANAGEMENT (company contribution)

Aspiriant

WOMEN IN WEALTH MANAGEMENT (Individual) – BANKS

BMO Family Office – Shannon M Kennedy

WOMEN IN WEALTH MANAGEMENT (Individual) – MFO’S/WEALTH MANAGERS

Vogel Consulting – Rhona Vogel

WOMEN IN WEALTH MANAGEMENT (Individual) - ADVISORS

Wealth Legacy Advisors – Susan R Schoenfeld

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual)

Family Wealth Consulting & The Consulting Practice of Dennis T Jaffe – James Grubman & Dennis T Jaffe – Highly Commended
Northwood Family Office – Tom McCullough - Winner

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – TECHNOLOGY COMPANIES

Tegra118 (Formerly Fiserv Investment Management)

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – OTHER ORGANIZATIONS

TIGER 21

LIFETIME ACHIEVEMENT

Rob Elliott