ANNOUNCING THE 2020 FINALISTS—AND OUR THRILLING ALL-DIGITAL PROGRAMS DESIGNED TO RECOGNIZE THIS YEAR’S AWARD RECIPIENTS
A panel of fifteen judges made up of top names in the industry will determine the WealthManagement.com 2020 Industry Awards Finalists. Winners will then be selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.
Timothy D. Welsh, CFP®
President, CEO and Founder
Nexus Strategy, LLC
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T. Neil Bathon
Managing Partner
FUSE Research Network LLC
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Darrin Courtney
VP Analyst
Gartner
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Amy Flourry
Principal
Rehmann Wealth
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Greg Friedman
CEO, Co-Founder
Private Ocean Wealth Management
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Doug Fritz
Founder
F2 Strategy
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Michael H. Kossman
CPA, Chief Operating and Chief Compliance Officer, Partner
Aspiriant
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Martine E. Lellis
CPA and CFP®
Mercer Advisors
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Julie Littlechild
Founder
Absolute Engagement
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Tom Lydon
Editor & Publisher
ETF Trends
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Matt Lynch
Managing Partner
Strategy & Resources, LLC
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Craig D. Pfeiffer
President and CEO
Money Management Institute
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Tina C. Powell
CEO
C-Suite Social Media
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Scott Smith
Director
Cerulli Associates
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