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CEOWORLD magazine - Latest - Education and Career - Here Are America’s Top Women Wealth Advisors, 2017

Education and Career

Here Are America’s Top Women Wealth Advisors, 2017

Colleen O’Callaghan, who manages $2.3 billion in assets for roughly 50 ultra high-net-worth families at Morgan Stanley has been ranked at No.1 in the Forbes 2017 America’s top women wealth advisors list. Saly Glassman and Rebecca Rothstein, both working in Merrill Lynch, have been ranked 2nd and 3rd respectively.

Magazine said the 200 women wealth advisors on the list collectively manage $8 trillion in retail assets under management.

Kaplan Financial Services, Inc’s Susan Kaplan is at 4 followed by Laila Pence (Pence Wealth Management), Debra Wetherby (Wetherby Asset Management), and Pamela Rosenau of HighTower Advisors.

Rounding out the top 10 are Christina Boyd of Merrill Lynch Wealth Management (No. 8), Louise Gunderson of UBS Financial Services(No. 9), and Lori Van Dusen of LVW Advisors (No. 10).

Here Are America’s Top Women Wealth Advisors, 2017

RankWealth AdvisorCompanyheadquartersTypical Account SizeNew Account MinimumTotal Assets
1Colleen O'CallaghanMorgan Stanley Private Wealth ManagementNew York, NY$ 25-100mm$ 25mm$ 2B
2Saly GlassmanMerrill Lynch Wealth ManagementBlue Bell, PA$ 5mm$ 5mm$ 4B
3Rebecca RothsteinMerrill Lynch Private Banking and Investment GroupBeverly Hills, CA$ 5-10mm$ 2.5mm$ 4B
4Susan KaplanKaplan Financial Services, Inc.Newton, MA$ 3.5mm$ 1mm$ 2B
5Laila PencePence Wealth ManagementNewport Beach, CA$ 5mm$ 500k$ 1B
6Debra WetherbyWetherby Asset ManagementSan Francisco, CA$ 20-40mm$ 10mm$ 4B
7Pamela RosenauHighTower AdvisorsLos Angeles, CA$ 3-15mm$ 3mm$ 1B
8Christina BoydMerrill Lynch Wealth ManagementWayzata, MN$ 3-20mm$ 3mm$ 1B
9Louise GundersonUBS Financial ServicesNew York, NY$ 5-30mm$ 1mm$ 699M
10Lori Van DusenLVW AdvisorsPittsford, NY$ 25mm$ 10mm$ 2B
11Dalal SalomonWells Fargo AdvisorsRichmond, VA$ 3mm$ 1mm$ 932M
12Jacqueline WillensUBS Financial ServicesNew York, NY$ 5mm$ 2.5mm$ 888M
13Elaine MeyersJP Morgan SecuritiesSan Francisco, CA$ 35mm$ 10mm$ 2B
14Cheryl YoungMorgan Stanley Wealth ManagementLos Gatos, CA$ 7mm$ 1mm$ 638M
15Patti BrennanKey Financial, Inc.West Chester, PA$ 2-5mm$ 500k$ 694M
16Mary DeatherageMorgan Stanley Private Wealth ManagementLittle Falls, NJ$ 5-20mm$ 5mm$ 2B
17Karen AltfestAltfest Personal Wealth ManagementNew York, NY$ 2mm$ 1mm$ 1B
18Dagny MaidmanFirst Republic Investment Management, Inc.San Francisco, CA$ 7-15mm$ 3mm$ 1B
19Margaret StarnerRaymond James & AssociatesCoral Gables, FL$ 5-8mm$ 1mm$ 890M
20Lorna MeyerMerrill Lynch Private Banking and Investment GroupSan Francisco, CA$ 5-75mm$ 2.5mm$ 1B
21Debra BredeD.K. Brede Investment Management Company Inc.Needham, MA$ 1mm$ 1mm$ 772M
22Robin KrasnyMorgan Stanley Wealth ManagementNewYork, NY$ 10mm$ $0$ 1B
23Mary MullinMerrill Lynch Wealth ManagementBoston, MA$ 2-10mm$ 1mm$ 1B
24Erna Morgan McReynoldsMorgan Stanley Wealth ManagementOneonta, NY$ 100k-45mm$ $0$ 841M
25Linnell SullivanMerrill Lynch Wealth ManagementCincinnati, OH$ 4-15mm$ 2.5mm$ 1B
26Ali PhillipsObermeyer Wood Investment Counsel, LLLPAspen, CO$ 2-15mm$ 1mm$ 2B
27Judith McGeeRaymond James Financial ServicesPortland, OR$ 1mm$ 2mm$ 436M
28Teresa JacobsenUBS Private Wealth ManagementStamford, CT$ 2-40mm$ 2mm$ 917M
29Debbie JorgensenMerrill Lynch Wealth ManagementSan Francisco, CA$ 10-100mm$ 5mm$ 3B
30Judy FredricksonUBS Private Wealth ManagementMinneapolis, MN$ 5-30mm$ 5mm$ 1B
31Audree L. BegayAmeriprise Financial Services, Inc.Houston, TX$ 1.05mm$ 2mm$ 1B
32Kalita BlessingQuest Capital Management, Inc.Dallas, TX$ 5mm$ 1mm$ 2B
33Laura WardFirst Republic Investment Management, Inc.San Francisco, CA$ 10mm$ 5mm$ 955M
34Sharon SagerUBS Private Wealth ManagementNew York, NY$ 10-65mm$ 10mm$ 1B
35Patricia BellMerrill Lynch Wealth ManagementShort Hills, NJ$ 2-7mm$ 250k$ 596M
36Susan KingsolverMorgan Stanley Private Wealth ManagementNew York, NY$ 10mm$ 5mm$ 1B
37Donna Di IanniMerrill Lynch Wealth ManagementAspen, CO$ 10mm$ 5mm$ 768M
38Lisa DetannaRaymond James & AssociatesBeverly Hills, CA$ 3-7mm$ 500k$ 2B
39Kathleen RoeserMorgan Stanley Wealth ManagementChicago, IL$ 8mm$ 2mm$ 955M
40Lynn FaustRaymond James & AssociatesGreer, SC$ 3-5mm$ 1mm$ 383M
41Christine McGinleyUBS Financial ServicesMt. Laurel, NJ$ 3-5mm$ 2mm$ 1B
42Maureen RaihleMerrill Lynch Private Banking and Investment GroupChicago, IL$ 10-20mm$ 2.5mm$ 6B
43Marie MooreMorgan Stanley Wealth ManagementDallas, TX$ 1-7mm$ 500k$ 359M
44Sherri StephensRaymond James Financial ServicesFlint, MI$ 1.1mm$ 500k$ 504M
45Christy CovaleskyWetherby Asset ManagementSan Francisco, CA$ 20-40mm$ 10mm$ 4B
46Leslie LauerUBS Private Wealth ManagementAtlanta, GA$ 3-18mm$ 2mm$ 3B
47Lee DeLorenzoUnited Asset Strategies, Inc.Garden City, NY$ 2mm$ 5k$ 775M
48Tracey GluckJP Morgan SecuritiesLos Angeles, CA$ 15mm$ 1mm$ 450M
49Soo (Susan) KimAmeriprise Financial Services, Inc.Vienna, VA$ 1.5-3mm$ $0$ 1B
50Kathleen YoungermanMorgan Stanley Wealth ManagementChesterfield, MO$ 5-40mm$ 1mm$ 397M
51Diane CompardoMoneta Group Investment Advisors, LLCClayton, MO$ 2-7mm$ 5mm$ 933M
52Anouchka BalogMorgan Stanley Wealth ManagementLaguna Niguel, CA$ 1-20mm$ 1mm$ 565M
53Deborah MontapertoMorgan Stanley Private Wealth ManagementNew York, NY$ 35mm$ 25mm$ 10B
54Thais PiotrowskiAmeriprise Financial Services, Inc.Boca Raton, FL$ 750k$ 500k$ 297M
55Kathleen E. MaloneWells Fargo AdvisorsCharlotte, NC$ 7mm$ 2mm$ 2B
56Patrice CresciHewins financial advisorsRedwood City, CA$ N/A$ $0$ 4B
57Christine HeimMerrill Lynch Wealth ManagementFlorham Park, NJ$ 2-10mm$ 2mm$ 467M
58Patricia CutillettaMorgan Stanley Wealth ManagementChicago, IL$ 2-10mm$ 3mm$ 565M
59Beth RosenwaldRBC Wealth ManagementBalitmore, MD$ 3-15mm$ $0$ 405M
60Jennifer L. GarciaWells Fargo AdvisorsEncino, CA$ 5mm$ 5mm$ 752M
61Liz LockwoodUBS Financial ServicesHouston, TX$ 10mm$ 5mm$ 2B
62Joni AbalosMerrill Lynch Wealth ManagementHouston, TX$ 1-4mm$ 1mm$ 1B
63Danielle PrunierMerrill Lynch Wealth ManagementCentury City, CA$ 5-10mm$ $0$ 846M
64Christi EdwardsMorgan Stanley Wealth ManagementNashville, TN$ 2-30mm$ 250k$ 730M
65Louise ArmourJP Morgan SecuritiesWellington, FL$ 5-25mm$ 1mm$ 931M
66Deborah DanielsonDanielson Financial GroupLas Vegas, NV$ 1-5mm$ 1mm$ 521M
67Anne DavidsonWells Fargo AdvisorsDallas, TX$ 2mm$ 1mm$ 390M
68Inna KellyMorgan Stanley Wealth ManagementSan Francisco, CA$ 5mm$ 10mm$ 1B
69Alyssa MoederMerrill Lynch Private Banking and Investment GroupNew York, NY$ 25mm$ 10mm$ 6B
70Rachel BarzilayMerrill Lynch Wealth ManagementBoca Raton , FL$ 5mm$ 3mm$ 655M
71Betsy PakenasMorgan Stanley Wealth ManagementFrederick, MD$ 3.5mm$ 1mm$ 714M
72Lisa ChapmanUBS Financial ServicesSeal Beach, CA$ 1-10mm$ 1mm$ 550M
73Emily BachMorgan Stanley Wealth ManagementOrinda, CA$ 3mm$ 500k$ 986M
74Theresa WardMerrill Lynch Wealth ManagementBloomington, MN$ 5mm$ $0$ 750M
75Gillian YuMorgan Stanley Private Wealth ManagementSan Francisco, CA$ 20mm$ 10mm$ 3B
76Gibson WilkesHighTower AdvisorsPortland, ME$ 1mm$ 500k$ 362M
77Hanane LemlihWells Fargo AdvisorsMcLean, VA$ 5-15mm$ $0$ 2B
78Maria ColucciMerrill Lynch Wealth ManagementNew York, NY$ 3-10mm$ 1mm$ 746M
79Melissa Corrado HarrisonUBS Private Wealth ManagementDenver, CO$ 30mm$ 5mm$ 917M
80Christine ArmstrongMorgan Stanley Wealth ManagementBoston, MA$ 5mm$ 1.5mm$ 903M
81Ronya CoreyMerrill Lynch Wealth ManagementWashington, DC$ 5mm$ 2mm$ 538M
82Alma GuimarinMorgan Stanley Wealth ManagementSan Jose, CA$ 3mm$ 500k$ 785M
83Robin M. ReichMerrill Lynch Wealth ManagementNew York, NY$ 2mm$ 250k$ 1B
84Joyce GoldfarbMorgan Stanley Wealth ManagementWestport, CT$ 4mm$ 2mm$ 2B
85Janet Franco GordonMorgan Stanley Wealth ManagementCoral Gables, FL$ 3mm$ 1mm$ 732M
86Holly HendrixUBS Financial ServicesNew York, NY$ 3-30mm$ 5mm$ 1B
87Nancy PopovichRobert W. Baird & Co.Reston, VA$ 500k-5mm$ 500k$ 244M
88Diana SkerlUBS Financial ServicesNew York, NY$ 10mm$ 2mm$ 356M
89Kathy WeberMorgan Stanley Wealth ManagementBellevue, WA$ 2-20mm$ 1mm$ 342M
90Mary Kay KlugeMorgan Stanley Wealth ManagementLisle, IL$ 500k-2mm$ 100k$ 455M
91Lisa BodinePenn Wealth Planning, LLCNew Hope, PA$ 4-8mm$ 500k$ 242M
92Stephanie Twomey RocheMorgan Stanley Wealth ManagementMenlo Park, CA$ 10mm$ 10mm$ 2B
93Ylisa SeymourAmeriprise Financial Services, Inc.Santa Rosa, CA$ 500k-1mm$ 250k$ 530M
94Rachel GottliebUBS Financial ServicesNew York, NY$ 3mm$ 1mm$ 750M
95Becky VasquezIndex Fund AdvisorsIrvine, CA$ 1.3mm$ 100k$ 547M
96Diane PadalinoMerrill Lynch Private Banking and Investment GroupDenver, CO$ 20mm$ 10mm$ 1B
97Ronnie Lapinsky SaxMorgan Stanley Wealth ManagementBethesda, MD$ 5-10mm$ $0$ 241M
98Paula ConnellUBS Financial ServicesPaducah, KY$ 1.8-3.5mm$ 1mm$ 279M
99Katie LarsenMerrill Lynch Wealth ManagementSewickley, PA$ 1.75mm$ 1mm$ 394M
100Sherry PaulUBS Private Wealth ManagementNew York, NY$ 2-8mm$ 2mm$ 282M

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CEOWORLD magazine - Latest - Education and Career - Here Are America’s Top Women Wealth Advisors, 2017

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Prof. Dr. Amarendra Bhushan Dhiraj
Prof. Dr. Amarendra Bhushan Dhiraj is a publishing executive and economist who is the CEO and editor-in-chief of The CEOWORLD magazine, one of the world’s most influential and recognized global news publications. Additionally, he serves as the chair of the advisory board for the CEOWORLD magazine. He received his Ph.D. in Finance and Banking from the European Global School, Paris, France. He earned his Doctoral Degree in Chartered Accountancy from the European International University Paris, France, and a Doctorate in Business Administration from Kyiv National University of Technologies and Design (KNUTD), Ukraine. Dr. Amarendra also holds a Master of Business Administration degree in International Relations and Affairs from the American University of Athens, Alabama, United States.

Prof. Dr. Amarendra Bhushan Dhiraj is CEO and editor-in-chief of CEOWORLD magazine. You can follow him on LinkedIn, Facebook, Twitter.