Meet Our 2022 Forbes/Shook Top Next-Gen Wealth Advisors
Oppenheimer Financial Advisors are named on the list of advisors who represent the future of the wealth management industry.
We are pleased to announce that five Oppenheimer Financial Advisors have the honor of being named in Forbes’ list of Top Next-Gen Wealth Advisors Best-In-State (pictured below from left to right: Joshua Hayes, Andrew Lerner, Logan Shalmi, Harris Tuchman, and Andrew Wsthuis). This Forbes/SHOOK’s Ranking is the list of our industry's top 1000 advisors who were all born in 1983 or later and are excelling in this graying industry. According to R.J. Shook, President, SHOOK Research and a Forbes Contributor, those who make this list are “the stewards for their clients and their next generations, and those who will help mold the direction of Wealth Management.”
Advisors are nominated by their firm based on the strictest criteria. They are then evaluated, quantitatively and qualitatively, on factors including compliance records, client retention, revenues produced, and assets managed, then vetted and ranked by SHOOK Research.
Click here for the Top Next-Gen Wealth Advisors list.
Awards Criteria
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC 4887460.1