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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 Barron's annual Top 100 Advisor rankings for 10+ years, and their long-looking commitment to excellence is a hopeful example for the industry to follow.

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
George Papadoyannis*
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
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​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
Gary Tantleff*
Paul Tashima
Kevin Timmerman
Scott Tiras
Paul Tramontano
Lori Van Dusen
Emily Van Hoorickx
Marie Vanerian
​Kristina Van Liew
Gregory Vaughan
​Ron Vinder*

John Waldron
Noel Weil

Steven Weinstein
Rod Westmoreland
Debra Wetherby
Alan Whitman
Jacqueline Willens
Anna Winderbaum

Scott Wilson
Dale Yahnke
Michael Yoshikami
Matthew Young

Gillian Yu*
Reza Zafari

Drew Zager
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Charles Zhang
* Inducted in 2022

Barron’s Hall of Fame Summit

November 29–December 1, 2021
The Breakers | Palm Beach, FL

Agenda
Marquee Partner
BlackRock
Summit Partners
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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.
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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. 
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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.
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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.
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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.
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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.
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Barron’s 100 Summit
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Barron’s Women Summit
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