Ensuring excellence is rewarded

For any awards, carrying out fair, consistent, and accurate judging is key to ensuring the true winners are recognised.

The judging process is designed to be rigorous and thorough to ensure all entries receive full consideration and that excellence in each of the categories is truly rewarded.

A mix of leading wealth managers, advisors/consultants, service providers and other industry experts made up the judging panel. The judges were split into groups depending on their specialist expertise.

2023 judges

 

April Rudin
Founder and President
The Rudin Group
Charles Lowenhaupt
Chairman and Partner
Lowenhaupt & Chasnoff, LLC
Dan Sondhelm
CEO
Sondhelm Partners
Gary Poth
Head of Key Family Wealth
KeyBank
Gio Maso
Family Office Advisory Services
Ernst & Young LLP
Greg O'Gara
Lead Analyst, Wealth Management
Javelin Strategy & Research
Hannah Shaw Grove
Chief Marketing Officer
Foundation Source
Jack Crowley
Senior Technical Architect
Infograte
Joseph Larizza
Founder
Mirador
Joseph Reilly
CEO and Founder
Circulus Group
Linda Mack
President
Mack International LLC
Michael Alexander
President
Broadridge
Peter Nesvold
Founder
Nesvold Capital Partners
Steve Prostano
Founder & Chairman
The UHNW Institute

2022 Judges

April Rudin
Founder and President
The Rudin Group
Charles Lowenhaupt
Chairman and Partner
Lowenhaupt & Chasnoff, LLC
Greg O'Gara
Lead Analyst, Wealth Management
Javelin Strategy & Research
Hannah Shaw Grove
Chief Marketing Officer
Foundation Source
Joseph Larizza
Founder
Mirador
Joseph Reilly
CEO and Founder
Circulus Group
Michael Alexander
President
Broadridge
Peter Nesvold
Founder
Nesvold Capital Partners
Steve Prostano
Founder & Chairman
The UHNW Institute
Tania Neild
CTO and Owner
Infograte

If you are interested in becoming a judge, please contact Shannon

Shana Makopa
+1 646 6931 9043