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 make up the judging panel. The judges are split into groups depending on their specialist expertise.

The 2022 Judging Panel will be announced shortly.

2021 Judges

April Rudin
Founder and President
The Rudin Group
Charles Lowenhaupt
Chairman and Partner
Lowenhaupt & Chasnoff, LLC
Diane Giles
SVP, Business Development Executive
Marsh & McLennan
Greg O'Gara
Wealth Management
Independent Consultant
Hannah Shaw Grove
Chief Marketing Officer
Foundation Source
Joe Calabrese
Head of Investment, Fiduciary and Banking Services
Key Private Bank
John Lunny
Joseph Larizza
Joseph Reilly
CEO and Founder
Circulus Group
Marianne Young
Former president and CEO
Retired - formerly Market Street Trust Company
Mike Alexander
Peter Nesvold
Nesvold Capital Partners
Sandy Bolton
Member of Board Directors
Expect Miracles Foundation - Financial Services Against Cancer Dates Employed
Steve Prostano
The UHNW Institute
Tania Neild
CTO and Owner
Wally Okby
Senior Analyst, Wealth Management
Aite Group

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

General Inquiries
Shannon Velkoff
+1 516 404 9878