Venue
Mandarin Oriental, New York
Mandarin Oriental, New York, 80 Columbus Cir, New York, NY 10023, United States

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Event Date Tue Nov 9 EST (in 24 days)
Location Mandarin Oriental, New York
80 Columbus Cir, New York, NY 10023, United States
Region All
Details

Each day, several hundred thousand advisors make a tremendous difference in their clients' lives in concert with a large group of industry players. But which individuals and firms are taking the most creative and the boldest steps to push the industry and clients’ best interests forward, while having the biggest impact?

This awards will answer this question by shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.

What You Should Know?
• For the Luminaries entry process, candidates may be nominated in various award categories across the financial services industry. Submitters may nominate an individual, team/project team and firm for as many categories as they deem fit; however, each submission must be unique to that particular category.
• Each nomination must include a professional headshot image. Photo must be in color, minimum 300 dpi files in .jpg format.
• If you start your nominations now you will receive notifications so you don't forget the deadline! You can also go in just to check out the form and complete at a later date (as long as it's submitted before the deadline).
• Nominations must be submitted via our online portal. Please note that we do not accept email nominations.

Speakers

2021 Speakers

Renée Baker
Head, Advisor Inclusion Networks, Raymond James Private Client Group

Joe Duran
Managing Director, Head of Goldman Sachs Personal Financial Management

Sonya Dreizler
National D&I/ESG/SRI Expert, Head of Solutions With Sonya

Ric Edelman
Founder, RIA Digital Assets Council

Gabe Garcia
Managing Director, Corporate Development , Cresset Capital Management

Neesha Hathi
Executive Vice President and Digital Solutions Officer, Charles Schwab

Kate Healy
Board Chair for the Foundation for Financial Planning; former executive at TD Ameritrade Institutional

Aneri Jambusaria
Executive Vice President of Strategy and New Ventures, Data and Analytics, LPL Financial

Jeff Levine
Chief Planning Officer, Lead Financial Planning Nerd, Tax Planning Strategist, Buckingham Wealth Partners, Kitces.com, Holistiplan

Aaron Schaben
President, Carson Group

Mark Tibergien
Principal, Mark Tibergien Insights LLC; former CEO of Advisor Solutions, BNY Mellon Pershing

Amy Webber
President and Chief Executive Officer, Cambridge Investment Management

Dasarte Yarnway
Founder and Managing Director, Berknell Financial Group