Honors & Recognition
- 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.
- Andrew Epstein received the Baird Financial Advisor “Rising Star Award”.
- Kathy Beronja has been recognized as a FIVE-STAR Wealth Manager : 2009 through 2017.
- Kathy Beronja was selected by Baird to attend the Barron’s Top Women Advisors Summit: 2011 through 2017
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