As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. This list features more than 6,500 advisors managing a collective $10 trillion.
High inflation is leading to a sell-off in bonds and equities which means that the end of globalisation will pose great problems fro the investment management industry.
Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.
Prior to joining financial services, Paul Pagnato was a microbiologist for NASA in a program tasked with detecting life in outer space. In 1992, he made a career change, joining Merrill Lynch where he would spend nearly two decades before opening his own shop.
Milia studied economics and accounting at Lehigh University and started his career in public accounting at KPMG, before going on to serve as CFO at one of his clients.
Growing up and attending college in Shanghai, Charles Zhang came to the U.S. at age 21 to attend Western Michigan University on a scholarship where he got his masters in economics.
Putnam Investments Katherine Collins turned to nature for insights into how she could become a better portfolio manager and investor. Today, she leads Putnam's sustainable investing efforts.
JPMorgan Chase CEO Jamie Dimon's letter to stockholders in the bank’s 2021 annual report provides insights into where the bank's $12 billion technology investment is going—and what it expects to get back from it.
While the U.S. economy grew 6.9% in the fourth quarter and 5.7% for 2021, when the impact from inventories are removed it grew 1.6% and 5.3%, respectively.