Slideshow Top 40 Under 40: Nos. 21 to 30

Published
  • January 24 2017, 1:52pm EST
11 Images Total

Ranking the best

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. 21 to 30 in this latest ranking, click through our slideshow.

Don't forget to also check out the first group in this ranking: nos. 31 to 40.

No. 30: Lawrence DePaulis

Firm: UBS
Age: 39
Production: $2,418,402
AUM: $165,740,513

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No. 29: Adam Rosenfeld

Firm: Merrill Lynch
Age: 38
Production: $2,434,845
AUM: $519,479,533

No. 28: Derek Jancisin

Firm: Merrill Lynch
Age: 28
Production: $2,522,805
AUM: $755,942,582

No. 27: Kevin Bruegge

Firm: Merrill Lynch
Age: 36
Production: $2,526,069
Assets: $651,625,863

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No. 26: Maxwell Bull

Firm: Morgan Stanley
Age: 35
Production: $2,660,618
AUM: $470,058,587

No. 25: Stephen Bealer

Firm: Merrill Lynch
Age: 35
Production: $2,734,153
AUM: $598,389,609

No. 24: Jordan Eisenberg

Firm: Morgan Stanley
Age: 37
Production: $2,772,010
AUM: $183,288,300

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No. 23: Alberto Matias Cohen

Firm: UBS
Age: 39
Production: $2,780,093
AUM: $457,889,769

No. 22: Jacob Creydt

Firm: UBS
Age: 37
Production: $2,842,668
AUM: $494,959,877

No. 21: Thais Piotrowski

Firm: Ameriprise
Age: 34
Production: $2,860,329
AUM: $261,621,100