About the Hall of Fame
|
|
Financial advice is a long game. At its core, it's about ensuring clients have enough money to fund their needs, wants and dreams through the end of their lives. The best advisors are those who can demonstrate sustained excellence over a long period and whose practices are set up to serve clients well, even after the advisor has retired or otherwise left the business.
Barron's Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron's annual Top 100 Advisor rankings, and their long-looking commitment to excellence is a hopeful example for the industry to follow. Barron’s Hall of Fame Summit
November 29–December 1, 2021 |
|
Marquee Partner
|
|
|
|
Summit Partners
|
|
|
|
|
|
State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s fourth-largest asset manager*, we are always inventing new ways to invest. *Pensions & Investments Research Center, as of 12/31/20. |
Celebrating its 90th anniversary in 2021, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2020, Capital Group manages more than $2.3 trillion in equity and fixed income assets for millions of individual and institutional investors around the world. |
|
Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $29 billion in AUM as of March 31, 2021, we offer our time tested investment discipline through active ETFs, mutual funds, and separately managed accounts. Since our founding fifty years ago, we have maintained a culture focused on research, results and stewardship. All Davis Funds have outperformed their benchmark and peers since inception, have low fees and count Davis among the largest shareholders, with over $2 billion invested alongside shareholders in the funds we manage.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, we are privileged to manage $1,593.7 billion in assets on behalf of clients worldwide as of Oct. 31, 2021. |
First Eagle Investment Management is an independent firm that manages approximately $109 billion in assets for institutional and individual clients. (Assets under management as of September 30, 2021.) With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to mitigating downside risk remain our primary goals.
T. Rowe Price, a global investment management organization with $1.61 T in AUM*, offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns. *As of September 30, 2021. |
Congratulations to Barron’s Hall of Fame Advisors
|
Lewis Altfest
Vanessa Anderson Sonia Attkiss Emily Bach Anouchka Balog Ron Basu* Charles S. Bean, III Marcella Behman Patricia Bell Andy Berg Shelley Bergman Martin Bicknell Christina Boyd Debra Brede Patricia C. Brennan Charles Brighton Brent Brodeski Andrew Burish Shari Burns Richard M. Burridge, Jr. Ron Carson Stephan Cassaday Andy Chase Michael Chasnoff Louis Chiavacci Kim Ciccarelli Kantor Robert Clarfeld Roger Coleman Jeffrey Colin Richard F. Connolly Nancy Cooley Melissa Corrado-Harrison Dodee Crockett Edward “Ted” Cronin Mark T. Curtis Mary Deatherage Lee DeLorenzo Donna Di Ianni Wm. Craig Dobbs Mark Douglass Ric Edelman |
Jeff Erdmann
R. Christopher Errico Fred Fern Robert Fragasso Rob Francais Jean Gannon Jon Goldstein Eric Gray William Greco Meg Green Troy Griepp Louise Gunderson Martin Halbfinger James Hansberger Kimberley Hatchett Trudy Haussmann Steven Hefter Cynthia Hewitt Brian Holmes David Hou Valerie Houts* Barbara Hudock Dana Jackson Teresa Jacobsen Jon Jones Richard Jones Debbie Jorgensen Richard Joyner* Susan Kaplan Jonathan Kass Sanford Katz Thomas J. Keegan Susan Kingsolver Michael Klein Gerard Klingman David Kudla Jonathan Kuttin David Lees John Lesser Steve Levine Randall Linde |
Elizabeth Lockwood
Scott Magnesen Dagny Maidman Malcolm Makin Peter Mallouk Kathleen Malone Karen McDonald Judith McGee Marvin McIntyre J. Dorian McKelvy Erna Morgan McReynolds Elaine Meyers Alyssa Moeder Deborah Montaperto Joseph Montgomery Courtney Moore* Thomas Moran Erik Morgan Mary Mullin Kevin Myeroff Thomas Myers Michael Nathanson Sharon Oberlander Wally Obermeyer Christiane Olsen John Olson Mark Orgel Kimberlee Orth* Frederick Paulman Van Pearcy Geri Pell Laila Pence Andrew Perry Kevin Peters Brian Pfeifler Lyon Polk John Rafal Maureen Raihle Gary Ran Grant Rawdin Kathleen Roeser |
Peter Rohr
Pamela Rosenau* Rebecca Rothstein Sharon Sager Dalal Salomon Richard Saperstein Michael Sawyer Robert Scherer Phil Scott Mark Sear Raj Sharma Melissa Spickler* James B. Stack Margaret Starner Linda Stephans Brian Strachan* Robert Stulberg Paul Tashima Kevin Timmerman Scott Tiras Paul Tramontano Lori Van Dusen Emily Van Hoorickx Marie Vanerian Kristina Van Liew Gregory Vaughan John Waldron Noel Weil* Steven Weinstein Rod Westmoreland Debra Wetherby Alan Whitman Jacqueline Willens Anna Winderbaum* Scott Wilson Dale Yahnke Michael Yoshikami Matthew Young* Reza Zafari Drew Zager Charles Zhang |
* Inducted in 2021
Barron’s 100 Summit
|
|
|
Barron’s Women Summit
|
|
|