Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate.

Methodology
The Alliance is in search of the top young professionals under 40 in the family wealth industry. The 2024 Young Professionals Awards honor the industry’s rising stars who have demonstrated success in their careers and made significant contributions to the industry. Nominees must be under the age of 40 as of January 1, 2024, employed at a SFO, MFO, or established multifamily wealth practice. Nominees are judged based on equally weighted criteria averaged together to calculate their overall score. Weighting is executed by a computerized scoring system and not by judges’ determination. Judges will abstain from judging a category or a nominee if there is a conflict of interest. Judges provide their unbiased assessment on each candidate. The award ranking provided is accurate as of October 23, 2024 and is based on the time period of 01/01/23 – 12/31/23.