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.

This year's 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 Corporate Communications
Gio Maso
Family Office Advisory Services
Ernst & Young LLP
Greg O'Gara
Wealth Management
Independent Consultant
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
The UHNW Institute

2021 Judges

April Rudin
Founder and President
The Rudin Group
Charles Lowenhaupt
Chairman and Partner
Lowenhaupt & Chasnoff, LLC
Greg O'Gara
Wealth Management
Independent Consultant
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
The UHNW Institute
Tania Neild
CTO and Owner
Infograte

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

General Inquiries
Shannon Velkoff
+1 516 404 9878