Slideshow 2011 Top 40 Financial Advisors Under 40: No. 20 through 1

Published
  • November 28 2011, 2:18pm EST
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2011 Top 40 Financial Advisors Under 40: No. 20 through 1

On Wall Street's January issue featuring Thomas Hutson-Wiley of Merrill Lynch.


On Wall Street magazine ranks the Top 40 Under 40 by assets under management. This slideshow profiles No. 20 all the way up to No. 1.

Also see:

40 Under 40: No. 21 through No. 40

Top 5 Regional Advisors Under 40

No. 20: Jason Zaks, Deutsche Bank

Age: 37

Assets under management: $708 million

Location: Winston-Salem, N.C.

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No. 19: Jeff Bryan, Merrill Lynch

Age: 39

Assets under management: $814.3 million

Location: New York

No. 18: Jack Riley, Morgan Stanley Smith Barney

Age: 35

Assets under management: $830.2 million

Location: Morristown, N.J.

No. 17: Goran Bojovski, Merrill Lynch

Age: 31

Assets under management: $1.07 billion

Location: Edison, N.J.

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No. 15: Charles Balducci, Merrill Lynch*

Age: 36

Assets under management: $1.106 billion

Location: New York


*Balducci is tied with his teammate Eric Snyder.

No. 15: Eric Snyder, Merrill Lynch*

Age: 37

Assets under management: $1.106 billion

Location: New York


*Snyder is tied with his teammate Charles Balducci.

No. 14: Gregory Klenke, UBS

Age: 37

Assets under management: $1.112 billion

Location: Houston

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No. 12: James Odorczuk, JPMorgan Securities*

Age: 38

Assets under management: $1.2 billion

Location: Boston


*Denotes a tie.

No. 12: Samir Murty, RBC Wealth Management*

Age: 33

Assets under management: $1.2 billion

Location: Eau Claire, Wis.


*Denotes a tie.

No. 11: Jesse Eaton, Wells Fargo Advisors

Age: 39

Assets under management: $1.235 billion

Location: New York

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No. 10: Daniel Rothenberg, UBS

Age: 30

Assets under management: $1.237 billion

Location: Los Angeles

No. 9: Gregory Cash, Merrill Lynch

Age: 35

Assets under management: $1.36 billion

Location: Charlotte, N.C.

No. 8: Kevin Scott, Merrill Lynch

Age: 38

Assets under management: $1.4 billlion

Location: Los Angeles

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No. 7: David Lund, Merrill Lynch

Age: 37

Assets under management: $1.43 billion

Location: Grand Rapids, Mich.

No. 6: Peter Princi, Morgan Stanley Smith Barney

Age: 35

Assets under management: $1.52 billion

Location: Boston

No. 5: Gregory Hersch, UBS

Age: 33

Assets under management: $1.71 billion

Location: New York

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No. 3: Jason Fertitta, Morgan Stanley Private Wealth Management

Age: 39

Assets under management: $1.8 billion

Location: Houston


*Fertitta is tied with his teammate J. Michael Bollinger.

No. 3: J. Michael Bollinger, Morgan Stanley Private Wealth Management*

Age: 39

Assets under management: $1.8 billion

Location: Houston


*Bollinger is tied with his teammate Jason Fertitta.

No. 2: John Batista Bocchino, Morgan Stanley Smith Barney

Age: 39

Assets under management: $2.3 billion

Location: New York

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No. 1: Thomas Hutson-Wiley, Merrill Lynch

Age: 37

Assets under management: $2.33 billion

Location: San Francisco


Also see:

40 Under 40: No. 21 through No. 40

Top 5 Regional Advisors Under 40