Honors & Recognition

• David Epstein was recognized as a Barron’s Ranked Advisor from 2010 - 2018.
• David was recognized by FORBES as a “Best In State Wealth Advisor” for 2018, 2019 and 2020.
• David was named to the Financial Times list of the Top 400 Financial Advisors in 2013, 2014, 2015 and 2016. 
• Chris Calvelli was recently recognized as a 2018 and 2019 Financial Times 400 Top Financial Advisor.
• Chris was named a Barron’s Ranked Advisor in 2012, 2013, 2014, 2015, 2016, 2018 and 2019.
• Chris was recently recognized by FORBES as a "Best In State Wealth Advisor" in 2018, 2019 and 2020.
• Chris was named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40 in 2012-2015.
• Andrew was named as one of FORBES "Best In State Wealth Advisors" for 2019 and 2020.
• Andrew was named as one of FORBES "America’s Top Next-Gen Wealth Advisors" for 2017, 2018 and 2019.
• Andrew was named by "On Wall Street" magazine as one of the Top 25 Regional Advisors Under 40 for 2017-2020.
• Andrew was named to Barron's annual list of America's Top 1200 Advisors in 2019.
• Andrew received the Baird Financial Advisor “Rising Star Award" in 2013.
• Kathy Beronja has been recognized as a FIVE-STAR Wealth Manager : 2009 through 2019.
• Kathy Beronja was selected by Baird to attend the Barron’s Top Women Advisors Summit: 2011 through 2017.