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Co-CEO Steve Braverman Ranked among Best-in-State Wealth Advisors by Forbes

Steve Braverman, Pathstone’s Co-CEO, was ranked #8 in Forbes’ 2019 list of 96 Best-in-State Wealth Advisors in North New Jersey.

According to SHOOK Research, Forbes’ partner responsible for due diligence and analysis used in this ranking, the goal of this ranking was to recommend high quality advisors who are extremely focused on having a positive impact on their cleints’ lives.

Click to view the Best-in-State Wealth Advisor ranking.

 

Wealth advisors in this ranking were judged based on an algorithm of qualitative criteria, obtained through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. Please visit the Forbes' methodology page for more details: https://www.forbes.com/sites/rjshook/2019/02/20/forbes-best-in-state-wealth-advisors-methodology-2019/. 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. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition. Please note that Steve Braverman is currently based in Pathstone's Los Angeles, CA office.

Related link:

https://www.forbes.com/best-in-state-wealth-advisors/#5e422154291d