David Epstein has previously been recognized among America's Top 100 Financial Advisors in Barron’s and has also been named to Barron’s annual list of America’s Top 1000 Advisors: 2010, 2011, 2012, 2013 , 2014, 2015 and 2016 State-by-State. The “Barron’s Top 1000 Advisors” is a select group of individuals who are screened on a number of criteria.
In 2013, 2014, 2015 and 2016 David Epstein was named to the Financial Times list of the Top 400 Financial Advisors.
In 2015 Chris Calvelli was named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40 for the fourth time.
Chris Calvelli has been named to Barron's annual list of America's Top 1000 Advisors: 2012, 2013, 2014, 2015 and 2016 State-by-State. The "Barron's Top 1000 Advisors" is a select group of individuals who are screened on a number of criteria.
In 2013, Andrew Epstein received the Baird Financial Advisor “Rising Star Award”.
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