Honors & Recognition

David Epstein

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  • David Epstein was recognized as a Barron’s Ranked Advisor from 2010 - 2021.
  • David was recognized by FORBES as a “Best In State Wealth Advisor” for 2018, 2019, 2020 and 2021.
  • David was named to the Financial Times list of the Top 400 Financial Advisors in 2013, 2014, 2015, 2016 and 2017. 

Chris Calvelli

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  • Chris Calvelli was recently recognized as a 2018, 2019, 2020 and 2021 Financial Times 400 Top Financial Advisor.
  • Chris was named a Barron’s Ranked Advisor in 2012, 2013, 2014, 2015, 2016, 2018, 2019, 2020 and 2021.
  • Chris was recently recognized by FORBES as a "Best In State Wealth Advisor" in 2018, 2019, 2020 and 2021.
  • Chris was named to “On Wall Street” magazine’s list of Top 10 Regional Advisors Under 40 in 2012-2015.

Andrew Epstein

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  • Andrew was named as one of FORBES "Best In State Wealth Advisors" for 2019, 2020 and 2021.
  • Andrew was named as one of FORBES "America’s Top Next-Gen Wealth Advisors" for 2017, 2018 and 2019.
  • Andrew was named by "Financial Planning" magazine as one of the Top 25 Regional Advisors Under 40 for 2017-2021.
  • Andrew received the Baird Financial Advisor “Rising Star Award" in 2013.

Kathy Beronja, CFP

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  • Kathy Beronja has been recognized as a FIVE-STAR Wealth Manager : 2009 through 2021.
  • Kathy Beronja was selected by Baird to attend the Barron’s Top Women Advisors Summit: 2011 through 2017.

BAIRD HIGHLIGHTS