Slideshow Top 40 Under 40: Nos. 11 to 20

Published
  • January 25 2017, 1:55pm EST

Rising above the rest

On Wall Street each year ranks the highest-producing advisers in wealth management who are under 40. These planners have youth and determination in common, plus a work ethic that sets them apart from others in a competitive field.

Finalists had to be no older than 39 as of Dec. 31, 2016 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Production totals were used to determine the rankings.

To learn who made nos. 11 to 20 in this latest ranking, click through our slideshow.

Don't forget to also check out the first two groups in this latest ranking: nos. 21 to 30 and 31 to 40.

No. 20: Seth Haye

Firm: Morgan Stanley
Age: 36
Production: $2,871,453
AUM: $355,609,066

Content Continues Below


No. 19: David Kron

Firm: Wells Fargo
Age: 39
Production: $2,899,999
AUM: $739,930,427

No. 18: John Hammond

Firm: Merrill Lynch
Age: 37
Production: $2,943,057
AUM: $798,724,139

No. 17: Christopher Vollmer

Firm: RBC
Age: 37
Production: $2,950,000
AUM: $1,200,000,000

Content Continues Below


No. 16: Umesh Trikha

Firm: Merrill Lynch
Age: 34
Production: $2,951,905
AUM: $1,126,127,646

No. 15: Camper O'Neal

Firm: Merrill Lynch
Age: 34
Production: $3,093,468
AUM: $559,040,814

No. 14: James Fink

Firm: Alex. Brown, a division of Raymond James
Age: 35
Production: $3,112,125
AUM: $1,396,567,010

Content Continues Below


No. 13: Keith Apton

Firm: UBS
Age: 38
Production: $3,214,676
AUM: $840,552,586

No. 12: Steven Principe

Firm: Morgan Stanley
Age: 39
Production: $3,491,345
AUM: $522,091,235

No. 11: Matthew Offen

Firm: Morgan Stanley
Age: 37
Production: $3,730,041
AUM: $629,344,955