Award disclosures

• 2024 Notable Military Veterans
  
• 425 Business’ 40 Under 40
• American Banker's Most Powerful Women in Finance
• Asia Private Banker Awards
• Association of Fundraising Professionals' Emerging Leader Award
• Austin Business Journal’s Women in Business
• AZ Big Media's Arizona Business Leaders
• AZ Business’s Most Influential Women in Business
• Black Women in Asset Management (BWAM) 40 Under 40 Awards
• Buffalo Business First's 40 Under 40 List
• Business Insider's Top Millennial Private Bankers
• Chicago Estate Planning Council: Austin Fleming Award
• CityWealth
• Citywire Italia Top 30 Private Bankers List
• Citywire Most Influential Women in Due Diligence
• Citywire Selector’s 40 Under 40
• Crain’s Cleveland 40 Under 40
• Crain’s Cleveland's 20 in their 20’s
• Crain’s Detroit Business’ Notable Money Managers
• Crain’s New York Business’ Notable Asian Leaders
• Crain’s New York Business’ Notable Leaders in Sustainability
• Crain’s Notable Leaders
• Crain’s NY Notable Women on Wall Street Awards
• Crain’s NY's Diverse Leaders in Banking and Finance
• Crain's Cleveland Business' List of Notable Wealth Managers
• D CEO Magazine's Dallas 500
• Denver Business Journal
• Diversity Woman Magazine's Elite 100 
• D-Mars' Top 50 Black Professions & Entrepreneurs of Texas
• EBONY's Power 100 List
• Empower 2023 Top 100 Executives List
• Empower Executive Role Model 2024
• Euromoney 2023 Excellence in Banking Awards
• Euromoney Private Banking Awards
  
• Euromoney Private Banking Awards “Best for Sustainability”
• Financial News' Twenty Most Influential in Wealth Management
• Fort Worth Business Press 40 Under 40
• Fortune Italia 50 Most Powerful Women List
• FStech Awards
• Global Finance's Best Private Bank in the World
• Global Private Banking Innovation Awards
• Gulfshore Business 40 Under 40 awards
• Houston Business Journal’s Women in Business
• Joe Terry Leadership Excellence Award
• Las Vegas Sun's 40 Under 40
• Legacy Magazine's Most Influential and Prominent Black Women in Business and Industry
• Legacy South Florida Magazine's 40 Under 40 Black Leaders of Today & Tomorrow
• LinkedIn Top Companies
• Long Island Business News Executive Circle Awards:
• Long Island Business News' 40 Under 40
• Long Island Business News' Influencers in Banking and Finance
• Long Island Business News’ 30 Under 30
• Long Island Business News’ Most Dynamic Women Leaders on Long Island
• Long Island Business News’ Most Powerful People in Banking and Finance
• Los Angeles Business Journal LA 500 List
• Los Angeles Times’ 2023 Banking and Finance Visionaries
• Los Angeles Times’ Business of Entertainment Visionaries
• Minneapolis/St. Paul Business Journal 40 Under 40
• Morehouse College's Bennie Leadership and Service Award
• Naples Illustrated’s The Naples 100
• New Orleans CityBiz's Money Makers
• New York Moves' Power Woman 2022
• NJBIZ Leaders in Finance 
• OKC Friday’s OKC’s 50 Most Powerful Young Professionals
• Orange County Business Journal's OC500 List
• Outstanding LGBT+ Executives Role Model List
• Palm Beach Illustrated's Palm Beach 100
• PAM 50 Most Influential list
• PAM NextGen Leaders
• Philadelphia Business Journal’s Diversity Leaders in Business
• PWM Wealth Tech Awards
• PWM & The Banker Global Private Banking Awards 2024
• Rochester Business Journal's Power 100 Banking & Finance list 
• Rochester Business Journal's Power 30 Banking & Finance list
• San Diego Business Journal 40 Next Top Business Leaders Under 40
• San Diego Business Journal Latino Leaders of Influence Top 50
• San Diego Business Journal's SD 500
• San Francisco Business Times' Most Influential Women in Bay Area Business
• South Florida Business Journal’s 40 Under 40
• South Florida Business Journal’s Diversity & Inclusion - Diverse Voices
• Sports Business Journal's 40 Under 40
• St. Louis Business Journal's 40 Under 40
• Tampa Bay Business Journal 40 Under 40
• Tampa Bay Chamber’s Tampa Bay Emerging Leader of the Year
• The Spear's 500
• TIME100 Most Influential Companies award
• Twin Cities Business Magazine's Top Women in Banking in Finance
• Utah’s Best Companies to Work For in 2023
• Utah Business 30 Women to Watch
• Vegas Inc's 40 Under 40
• Washingtonian's Washington, DC’s Best Financial Advisers
• Washingtonian's Wealth Advisers Hall of Fame
• WeQual Award for Digital and Technology

2024 Notable Military Veterans

TCB's Notable Military Veterans are 17 individuals who have transitioned from serving in the U.S. military to making significant contributions in various industries, including civil engineering, food, finance, and law. They continue to support military and veteran communities while bringing a strong ethic of service to their diverse roles. The list was compiled from nominations and editorial review, requiring nominees to have at least five years of experience and a demonstrated ability to effect change in their fields.

425 Business’ 40 Under 40

Nominees for this award must reside or work in the 425 area and be 39 years old or younger by the time of the event. The 40 Under 40 winners are selected by a panel of past winners.

American Banker's Most Powerful Women in Finance

This program has recognized the industry’s most exceptional and influential women leaders. These are the pioneers and change-makers forging the future of financial services. The criteria for selection includes several key factors:

• Leadership: Candidates are evaluated based on their leadership abilities, including their roles in shaping the strategic direction of their organizations and their impact on the industry as a whole.
• Business Performance: The financial performance of the candidate’s business unit or organization is considered, including profitability, growth, and innovation.
• Influence and Impact: Candidates should have a significant influence on their organizations and the industry, including contributions to policy, advocacy, and promoting best practices.
• Mentorship and Advancement of Women: The commitment to mentoring and supporting the advancement of other women in the financial services industry is an important factor.
• Career Achievements: The candidate’s career trajectory, notable achievements, and milestones in their professional journey are assessed.

Asia Private Banker Awards

The APB Awards for Distinction program recognises those individuals and their institutions that have successfully managed their way through the tumultuous year of 2022.

For success in the face of adversity, and coming through a year that has hammered markets, businesses, and clients, we salute your achievements as worthy recipients of APB’s Awards for Distinction.

Association of Fundraising Professionals' Emerging Leader Award

This award is given annually to publicly recognize the impact of fundraising professionals, nonprofit organizations, and philanthropic individuals and businesses within Central Florida. This honor is presented to individuals working in the nonprofit sector in a fundraising/development role for less than five years who are making an exceptional impact within their organization and/or the sector at large.

Austin Business Journal’s Women in Business

The 2022 Women in Business awards will recognize women in Central Texas who have forged their own path and developed their own leadership principles. Nominee must be 39 years of age or younger through Sept 30, 2022. Nominees are evaluated on the following categories: Leadership, Recent Accomplishments, Innovation/ Entrepreneurship, Giving back to the community, and Influence on Industry and/or Company.

AZ Big Media's Arizona Business Leaders

The men and women profiled in these pages have created industries, transformed industries, saved lives and made the lives of those in the communities they serve. The leaders were selected from a pool of more than 5,000 of the most innovative entrepreneurs and the best and brightest Arizona business leaders in healthcare, real estate, construction, education, banking, financial services, manufacturing and law. Over the course of more than two dozen meetings, the list of 5,000 leaders under consideration was paired down to about 500 names which the selection panel considered to be the most influential leaders in their industries.

AZ Business’s Most Influential Women in Business

The award is presented by Az Business and AZ Commercial Real Estate magazine and is given to a woman once in her lifetime. The award recognizes women in real estate, business, nonprofits and other leadership or influential roles.

Black Women in Asset Management (BWAM) 40 Under 40 Awards

The awards are open to Black women, born on or after 1 June 1984, across the world. Candidates do not need to be based in the UK. The winners will be awarded based on demonstration of leadership, industry and community impact made in the past year.

Buffalo Business First's 40 Under 40 List

Business First once again will honor 40 Western New Yorkers under 40 years old for their professional success and community involvement. To be admitted to this exclusive class, a candidate must be under 40 years of age as of Nov. 18, 2021, and be a mover and shaker both in business and in the community. A nominee is selected based on their career accomplishments, as well as his/her involvement in the community. 

Business Insider's Top Millennial Private Bankers

Insider asked top US private banks to nominate their top-performing private bankers under 40 who they believed went above and beyond for their clients while also attracting new ones.

Chicago Estate Planning Council: Austin Fleming Award

The Austin Fleming Award is presented annually to a person highly regarded by practicing estate planners for his or her expertise in the field, and who has made a significant contribution to the improvement of estate planning practices.

CityWealth

The Powerwomen Awards highlight the female leaders in the private wealth industry and celebrate individuals and companies who support caregiving responsibilities, female leadership, and promote diversity. The awards also create a platform for best practice and positive social influence on the sector

Citywire Italia Top 30 Private Bankers List

The Citywire Top 30 Private Bankers award recognizes outstanding professionals in the private banking sector. It highlights individuals who have demonstrated exceptional performance, innovation, and leadership in managing wealth for high-net-worth clients. The selection is based on various criteria, including client service, investment expertise, and contributions to the industry. This award aims to celebrate the achievements of top private bankers and their impact on the financial landscape.

Citywire Most Influential Women in Due Diligence

In an effort to celebrate those women blazing a trail within manager research, and hopefully to inspire the next generation, Citywire has produced an inaugural list of the 20 most influential women in due diligence.

To do this, we asked distribution leaders at the largest asset management firms to each nominate up to five female candidates that they regarded as the most influential gatekeepers in wealth management. How they defined influential was up to them and could be down to the volume of assets their nominees oversee, the nature of the firms they work at, or the impact their management has had on others, to name just three examples. Reasons were given for each nomination. The nominations and their reasons were vetted. 

Citywire Selector’s 40 Under 40

Citywire Selector’s 40 Under 40 aims to provide the requisite range of quality pan-European fund pickers who have yet to hit 40.

Crain’s Cleveland 40 Under 40

Crain’s Cleveland Business began its “40 Under Forty” program in 1991, and recognizes dedicated young executives, professionals and leaders under 40. Honorees represent the very best in achievement and service, and they all are making a difference in Northeast Ohio.

Crain’s Cleveland's 20 in their 20’s

Nominees must be based (work) in Northeast Ohio. Nominees must be no older than 29 on the June 6 publication date. Nominees must not be a previous recipient of Crain’s Twenty in their 20s award. Nomination should showcase career professional achievements and civic engagement. Please provide detail as available (performance metrics, awards received and/or press). Please highlight involvement in any of the following: community and/or philanthropic activities, mentoring programs, diversity and inclusion initiatives.

Crain’s Detroit Business’ Notable Money Managers

Crain’s Detroit Business seeks to honor executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and related fields. These professionals also use their skills to bolster their communities and mentor younger generations. In order to be considered for this award, a nominee must: be a Michigan resident, serve in an executive-level role (four levels removed or fewer from the CEO), make a measurable impact in the industry and have the power to effect change, make significant contributions within their industry and/or community, and be involved in community or philanthropic activities, mentoring programs or diversity, equity and inclusion initiatives.

Crain’s New York Business’ Notable Asian Leaders

This list includes top Asian executives in New York City with 10 years of leadership experience for their accomplishments. Eligibility requirements are: nominee must be based within the 5 boroughs of Manhattan and Nassau, Suffolk and Westchester counties in New York, and Bergen, Essex, Hudson, Morris and Union counties in New Jersey, ethnic background, ancestry or origins of honoree should be of Asian descent—having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian subcontinent including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam, must be employed for a minimum of 10 years within their industry, have shown the ability or power to affect change in their role or area of practice, have assumed a leadership position in matters of diversity and inclusion (either inside or outside their company), has a focus on recent achievements (within the last 12 to 18 months), and can highlight involvement in any of the following: community and/or philanthropic activities, mentoring programs, diversity & inclusion initiatives.

Crain’s New York Business’ Notable Leaders in Sustainability

The 50 individuals who made this list are pioneers in their fields, driving innovation and advocating for sustainability in the areas of energy, nonprofit organizations, real estate, technology and finance, among others. To qualify for the honor, candidates needed to work within the New York metropolitan area as executives in senior leadership roles or lead sustainability initiatives at large companies. In addition to having had a measurable environmental impact, the candidates needed to make significant industry contributions and have involvement in civic, philanthropic, mentoring, diversity or other community work.

Crain’s Notable Leaders

These individuals manage, mentor, innovate and give back; they are recognized for their accomplishments at their companies, in their industries and in the communities where they live.

Crain’s NY Notable Women on Wall Street Awards

A Nominee must be based within the 5 boroughs of Manhattan and Nassau, Suffolk and Westchester counties in New York, and Bergen, Essex, Hudson, Morris and Union counties in New Jersey. They must be a woman currently working in New York in the financial sector such as banks, investment firms, insurance companies, mutual funds, hedge funds, private equity funds and stock exchanges who have been working for a minimum of 5 years in the industry. As part of the selection process, honorees are asked to showcase career professional achievements: emphasis on the past 12 to 18 months. provide details as available (performance metrics, awards received and/or press), and highlight involvement in any of the following: community and/or philanthropic activities, mentoring programs, diversity & inclusion initiatives.

Crain’s NY's Diverse Leaders in Banking and Finance

Must be employed at a banking or financial institution (brokerage, asset manager, insurance, venture capital, etc.). Individuals nominated must self-identify as representing diversity in the workplace—including women, people with disabilities, African Americans, Latinos, Asians and other underrepresented groups. Must have at least 10 years of experience in financial services. Must serve as a role model or mentor to others in the profession or their community.

Crain's Cleveland Business' List of Notable Wealth Managers

The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives.

D CEO Magazine's Dallas 500

Dallas 500 is a special edition that profiles the most influential leaders in North Texas, across a wide spectrum of industries. It’s produced by the editors of D CEO, the award-winning business title of D Magazine Partners. Unprecedented in scope, the publication represents months of research, interviews, and conversations with extensive, high-level contacts in the regional business community. Dallas 500 goes far beyond corporate bios to reveal the personal side of the leaders who drive the North Texas economy and make it such a vibrant place to work and live.

Denver Business Journal

Outstanding Women in Business : Outstanding Women in Business are leaders driving change, earning admiration, inspiring the community and delivering results. Nominees will be scored on their professional accomplishments, innovation and community involvement. Nominees must have a physical presence in the Denver metro area (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas and Jefferson counties).

Diversity Woman Magazine's Elite 100

The Diversity Woman ELITE 100 honorees hold executive and senior-level positions; oversee major global, national, and regional subsidiaries and divisions; and have achieved results—both by increasing or exceeding an organization's bottom line and in enhancing company culture. The industries represented include financial services, banking, media, oil and gas, pharmaceuticals, automotive, food and beverage, telecommunications, health care, entertainment, nonprofits, and retail, among others. Nominations came from approximately 250 companies, industry experts, organizations, and peers. In addition, our team of writers and reporters researched the executive ranks of the companies themselves, partnered with women's senior-leadership groups, and researched other professional listings.

 

D-Mars' Top 50 Black Professions & Entrepreneurs of Texas

Honorees are selected on a nomination basis. Community leaders, executives, and past honorees will nominate those who they think should be recognized for their hard work and dedication to their industry or community. Our honorees do not have to physically reside in Texas as long as they work in Texas or have an office/business location(s) in Texas.

EBONY's Power 100 List

EBONY Power 100 List recognizes individuals who have had a positive impact on the African-American community.

Empower 2023 Top 100 Executives List

The Empower 2023 Top 100 Executives List is an annual publication that recognizes leaders who are breaking down barriers and increasing representation in the workplace. The celebration of successful business role models and advocates is a powerful way to inspire and develop the next generation of diverse leaders and champions of inclusion. The Empower Role Model Lists showcase the individuals in global business who are opening up opportunities within the workplace for people of color. The celebration of successful business role models and advocates is a powerful way to inspire and develop the next generation of diverse leaders and champions of inclusion.

Empower Executive Role Model 2024

The global Empower Role Model Lists supported by YouTube showcase leaders who are breaking down barriers at work and smashing the ceiling for people of color within global business. These inspirational leaders are paving the way when it comes to increasing representation and driving inclusion for others within the workplace. Role Models featured in the Empower Role Model Lists do not work professionally in DEI but represent the wide range of individuals who have made it their personal mission to make a difference.

All submissions are read and scored by an internal team, before going to our senior judging panel for the final selection.

Euromoney 2023 Excellence in Banking Awards

Euromoney's Awards for Excellence are the awards that matter to the banks and bankers who matter. They were established in 1992 and were the first of their kind in the global banking industry. Through an award submission process, winners for more than 50 regional awards and best bank awards in 100 countries are selected by the Editorial team at Euromoney.

Euromoney Private Banking Awards

Euromoney’s Private Banking Awards is the preeminent annual awards program of the worldwide private banking and wealth management industry. For over 20 years, the program has recognized the private banks of distinction across key categories, which today includes high to ultra-high net worth, family office services, succession planning, digital services, discretionary portfolio management, sustainability and more. From 18 global awards – including world’s best private bank, and best private bank for entrepreneurs – to multiple regional and country awards, the comprehensive program covers the business areas of private banking and wealth management that are most important to an institution’s key stakeholders, board and executive management teams.

This simply means we are looking for the banks that can best demonstrate how they have truly excelled over the award period in providing their clients with the best possible advice, service and solutions. Each award is submission-based, allowing each bank to tell the story of its achievements, innovations and performance over the 12-month award period, which runs from October to September each year.

Euromoney Private Banking Awards “Best for Sustainability”

Euromoney’s Private Banking Awards is the preeminent annual awards program of the worldwide private banking and wealth management industry. For over 20 years, the program has recognized the private banks of distinction across key categories, which today includes high to ultra-high net worth, family office services, succession planning, digital services, discretionary portfolio management, sustainability and more. From 18 global awards – including world’s best private bank, and best private bank for entrepreneurs – to multiple regional and country awards, the comprehensive program covers the business areas of private banking and wealth management that are most important to an institution’s key stakeholders, board and executive management teams.

This simply means we are looking for the banks that can best demonstrate how they have truly excelled over the award period in providing their clients with the best possible advice, service and solutions. Each award is submission-based, allowing each bank to tell the story of its achievements, innovations and performance over the 12-month award period, which runs from October to September each year.

For the “Best in Sustainability “ award, we examine the provider that has made the most impact on sustainability within the review period on a global, regional or national level. The following will be taken into consideration when deciding winners (although not exclusively): Evidence/examples of impact and success of new or enhanced sustainable products, services and strategies (traditional and digital) on the business, its clients and the wider market; Case studies of sustainable investments within the review period; Value of overall investments that meet ESG criteria; Volume of clients currently invested in ESG products; Details of internal ESG policies and frameworks; Details of client ESG training programs; and Financial performance data relevant to sustainable investments.

Financial News' Twenty Most Influential in Wealth Management

The Financial News' Twenty Most Influential in Wealth Management list is an annual ranking that highlights individuals who have made significant impacts in the wealth management industry across EMEA. The list features wealth managers, private bankers, a lawyer and investment bankers .

Fort Worth Business Press 40 Under 40

The 40 Under 40 Awards are celebrated to recognize the brilliance on the rise up, 40 honorees each year, all under the age of 40, destined for significant accomplishments in their chosen field, from the corporate sector to maverick entrepreneurialism. They are leaders today and are part of the next generation that will continue to make Tarrant County a great place to live and work.

Fortune Italia 50 Most Powerful Women List

The list recognises 50 accomplished women in Italy across various sectors, chosen for their commitment and perseverance, who have demonstrated and achieved significant milestones. The selection process involves a reputable independent advisory board, assessing nominations ranging from editorial proposals, self-nominations, and community recommendations

FStech Awards

The FStech Awards recognize and celebrate companies which have demonstrated excellence and innovation within the UK and EMEA financial services sector.

Global Finance's Best Private Bank in the World

Global Finance’s editorial board selects the Private Bank award winners with input from executives and industry insiders. The editors also use information from entries submitted by banks, in addition to independent research, to evaluate a series of objective and subjective factors. According to the publication, the winners are not always the biggest institutions, but rather "the best—those with qualities that individuals rate highly when choosing a provider."

Global Private Banking Innovation Awards

The Global Private Banking Innovation Awards, organised by Global Private Banker exist to identify, honour and celebrate the world’s pre-eminent private banks, family offices and wealth managers that demonstrate elite levels of advisory, unbiased research and bespoke solutions and their distinguished individuals’ contribution to client service and strategic wealth preservation and growth capabilities.

Gulfshore Business 40 Under 40 awards

The Gulfshore Business 40 Under 40 awards honor business professionals in Southwest Florida who have made numerous, noticeable accomplishments in their respective fields and have also contributed to the community through volunteering their time and talent to a variety of nonprofit organizations.

Houston Business Journal’s Women in Business

The 2022 Women in Business awards will recognize women who have forged their own path and developed their own leadership principles. Nominees are evaluated on the following categories: Leadership, Recent Accomplishments, Innovation/ Entrepreneurship, Giving back to the community, and Influence on Industry and/or Company. The nominee must be based within the Houston metropolitan area, which includes the following counties: Austin, Brazoria, Chambers, Fort Bend, Galveston, Harris, Liberty, Montgomery, San Jacinto and Waller.

Joe Terry Leadership Excellence Award

This distinguished award is given annually and recognizes a JPMorgan Chase & Co. employee who has personally and professionally invested their time and effort in building a legacy of leadership talent in their team/organization, while simultaneously delivering strong performance results. Additionally, this prestigious recognition honors an employee who has demonstrated excellence in leadership through selflessness and service to others. The recipient of this award will demonstrate the qualities embodied by Joe Terry: Exemplify servant leadership and work toward promoting positive change in their community, lead their team/organization with a visionary perspective by mentoring and preparing future leaders, lead with integrity and always do what is right for the company and for the customer, foster an inclusive work environment, treat people with respect and create opportunities for others to grow and develop in the company, drive toward superior performance, building teamwork within and across business lines, and conduct first-class business in a first-class way.

Las Vegas Sun's 40 Under 40

Vegas Inc's 40 Under 40 awards showcase young professionals leading their industries and making an impact in Southern Nevada. Nominees can't turn 40 before Jan. 1, 2022 and must live and work in Clark County to be eligible.

Legacy Magazine's Most Influential and Prominent Black Women in Business and Industry

Legacy Magazine's "Most Influential and Prominent Black Women in Business and Industry" list recognizes women that are accomplishing great things professionally and civically. The person nominated must be of Black/African American descent and reside in Miami-Dade, Broward or Palm Beach Counties. The nominee can only be recognized once in his or her lifetime.

Legacy South Florida Magazine's 40 Under 40 Black Leaders of Today & Tomorrow

The person nominated must be of Black/African American Descent and reside in Miami-Dade, Broward or Palm Beach counties. The nominee can only be recognized once in his or her lifetime.

LinkedIn Top Companies

The list highlights the 50 best U.S. workplaces to grow a career right now, looking at how employees are advancing both within a company and when they leave, as well as how they’re upskilling while employed there. They also look deeper, considering factors like tenure, attrition and layoffs. Companies that have laid off 10% or more of their workforce over the past 15 months are not eligible.

Long Island Business News Executive Circle Awards:

The Executive Circle Awards celebrate C-suites, directors and other senior-level executives who consistently demonstrate leadership skills, integrity, values, vision, commitment to excellence, company performance, community service and diversity. The honorees were selected by the editorial staff of Long Island Business News.

Long Island Business News' 40 Under 40

Since 1998, Long Island Business News has taken nominations for outstanding members of the business community on Long Island who are 40 or under. These future leaders of Long Island have already begun to distinguish themselves in business, government, education and the not-for-profit sector. They have a proven track record of career success, are involved in mentoring and promoting their profession and find time to give back to their communities.

Long Island Business News' Influencers in Banking and Finance

Long Island Business News' Influencers in Banking and Finance are researched and selected by LIBN's editorial team and associate publishers. The team identifies major players in our business community in each Long Island Business Influencers vertical, seeking to highlight remarkable professionals who continue to raise the bar in their industry. Those on the list are recognized names that appear frequently as sources in a variety of industry publications, and/or are well-known experts in our greater business community. For this list, qualifications include those who work for Long Island-based banks and financial institutions.

Long Island Business News’ 30 Under 30

The 30 Under 30 awards honor the bright and dynamic young professionals who are under the age of 30, who contribute to the Long Island community through public service and who have made significant strides in business.

Long Island Business News’ Most Dynamic Women Leaders on Long Island

This list is created internally by the Long Island Business News editorial team. The editorial team identifies women in the Long Island business community who are strong players in their industry and set the example for other women in business.

Long Island Business News’ Most Powerful People in Banking and Finance

The list includes individuals who have spent the past 20 months helping members of the Long Island community navigate increasingly uncertain financial circumstances. The people on this list have helped Long Island’s banking and finance industry reimagine itself to serve customers virtually, keep businesses open and keep families in their homes. They have kept their clients apprised of new rules and regulations, financing options, investment opportunities and more.

Los Angeles Business Journal LA 500 List

LA500 celebrates the most influential leaders and impactful executives in Los Angeles. Many of the members on this year’s list demonstrated innovation and agility in the face of unprecedented challenges over the past year. And their vision and creativity can be counted on to help the city move forward.

Los Angeles Times’ 2023 Banking and Finance Visionaries

This list spotlights professionals within the commercial banking, investment banking, asset/investment management, lending, private equity sectors, and also recognizes professional service executives who work alongside the banking and finance industries. Readers and organizations from the financial and professional service industries nominate individuals who are impacting change. All nominees must work in Los Angeles County in order to meet the criteria. The B2B publishing executive committee selects noteworthy senior-level executives for their successes and accomplishments during the last 24 months, as well as exemplary leadership within their organizations and communities across California. 

Los Angeles Times’ Business of Entertainment Visionaries

This new Visionary section recognizing professional services & financial services advisors to the entertainment industry will be published in the June 18, 2024 edition of The Envelope. The nomination reflects the nominee's work experience related to the entertainment industry and/or their career highlights working with organizations or professionals from the entertainment industry.

Minneapolis/St. Paul Business Journal 40 Under 40

This list recognizes young business and community leaders on the rise. Judges selected 40 honorees based on their professional accomplishments and community contributions. To be eligible, nominees must work in the 24-county Twin Cities metro area, including Anoka, Benton, Blue Earth, Carver, Chisago, Dakota, Freeborn, Goodhue, Hennepin, Isanti, Le Sueur, Mower, Nicollet, Olmsted, Ramsey, Rice, Scott, Sherburne, Stearns, Steele, Washington, Wright, Pierce and St. Croix counties.

Morehouse College's Bennie Leadership and Service Award

Nominees for this award are sourced through nominations made by past honorees, faculty, senior staff and trustees of Morehouse College. Nominators provide a statement of support indicating why they feel the nominee is worthy of receiving the Bennie Award. Additional support documents (newspaper or magazine articles or other pertinent support materials) are encouraged. Once the candidates are vetted by a committee, names are presented to the Morehouse College President and honorees are finalized. 

Naples Illustrated’s The Naples 100

The Naples 100 features the foremost business, philanthropic, community, and innovative leaders in Collier County. To compile the list, the PBMG editorial staff consults community leaders and experts across different sectors. The team looks at CEOs, executive directors, managers, top producers, and company founders, and considers their track record in actively engaging with local nonprofits, spearheading community programs, and creating opportunities for their employees. The Naples 100 celebrates the talented, giving, creative, and passionate residents who have chosen to live - and shape the way we live - in the greater Naples community.

New Orleans CityBiz's Money Makers

Honorees will be selected based on industry and community involvement and achievement through their energy and innovative ideas. Their work should provide a model of professionalism to their peers and go above and beyond the call of duty. Submitting multiple nominations for one nominee is not necessary, as the selection committee will not decide based on show of support but rather on quality and thoroughness of supporting information.

New York Moves' Power Woman 2022

A Moves Power Woman is dedicated to making a difference. Strong, savvy, and successful individuals who lead by example. With vision, dedication, and energy; they are role models for future generations of young women. Nominees are selected for their abilities, influence, and success, but not always in areas renowned for material reward.

NJBIZ Leaders in Finance

To be eligible for consideration, a nominee but meet the following criteria: must work in New Jersey, may be self-nominated or nominated by another person, may only be nominated in one of the categories, cannot be a member of the judges’ panel or member of the judges’ immediate family, and must work in finance. One nomination per person will be scored by the judges and Leaders in Finance Honorees from the prior year are not eligible to participate. Companies may submit multiple nominations but will be limited to two (2) honorees per year. Only one person can be nominated in any of our "individual" categories. If more than one person is listed, the nomination will be disqualified.

OKC Friday’s OKC’s 50 Most Powerful Young Professionals

Each year, the newspaper conducts an independent poll to determine the Most Powerful Young Professionals. Honorees are selected on a nomination and voting basis. All nominees are circulated more than 280 business and community leaders and voted upon. The final list is based on these results. Selected honorees are from the Oklahoma City Metro Area.

Orange County Business Journal's OC500 List

This list honors the most influential individuals from throughout Orange County. Honorees range from top executives at the largest publicly traded or privately held companies to up-and-comers, as well as a diverse group of governmental, philanthropic, religious and other civic representatives who contribute to the community of business.

Outstanding LGBT+ Executives Role Model List

The Outstanding LGBT+ Role Model Lists showcase LGBT+ business leaders and allies who are breaking down barriers and creating more inclusive workplaces across the world. Those selected for this list aim to represent the wide range of impactful and innovative work being done for inclusion across different countries, organizations and sectors, and celebrate the diverse range of inspiring individuals who have made it their personal mission to make a difference. The list is determined by a panel of judges.

PAM 50 Most Influential list

The PAM 50 Most Influential is the definitive list of those at the forefront of shaping private client wealth management in the UK and Crown Dependencies. It is based on nominations and PAM Insight’s knowledge of the sector. The quality and quantity of nominations are considered, alongside the nominee’s leadership, achievements, and career progression – particularly in the preceding 12 months. Firm performance and reputation is also taken into account.

PAM NextGen Leaders

The 2024 PAM NextGen Leaders is based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why.

Palm Beach Illustrated's Palm Beach 100

Each year, The Palm Beach 100 recognizes the most influential residents of Palm Beach County. From icons to up-and-comers, we want to feature locals who shape how we live, work, play, and give back.

Philadelphia Business Journal’s Diversity Leaders in Business

The program recognizes the Philadelphia region's top diverse business leaders based on demonstrated business success over the past 12 to 18 months. Nominations will be judged based on professional accomplishments, community leadership, philanthropy, as well as awards and milestones. Eligibility requirements are: nominees must be a majority American Indian, Native of Alaska, Hawaii or Pacific Islands, Asian, African American, Hispanic or Latino, or Middle Eastern, nominee hasn’t been honored for this program in the past three years, and nominees must be headquartered in Greater Philadelphia, which incudes Berks, Bucks, Chester, Delaware, Lancaster, Lehigh, Montgomery, and Philadelphia counties (Pennsylvania), Atlantic, Burlington, Camden, Cape May, Cumberland, Gloucester, Mercer and Salem counties (New Jersey), and Kent and New Castle counties (Delaware).

Rochester Business Journal's Power 100 Banking & Finance list

The Power Lists are determined by Rochester Business Journal’s Editorial Department based on who they believe the influential power players are in the community. They develop a list of people to consider and then debate who should make the final list until they reach the target number. The Power 100 is presented in alphabetical order.

PWM Wealth Tech Awards

PWM's Wealth Tech Awards recognize the prominent role of technology in private banking. The Awards gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence in the use of technology and digital communication. Institutions are asked to highlight key achievements, changes or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. A judging panel composed of leading industry professionals will assess the best performers, regardless of size, in different categories.

PWM & The Banker Global Private Banking Awards 2024

Published by the Financial Times, Professional Wealth Management (PWM) specializes in analyzing the growth strategies of private banks, wealth managers, family offices and the regional financial centers in which they operate. Global Private Banking Awards’ Objective is to gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence. Submissions are judged by an expert panel of industry professionals based in North America, Asia, Europe and the Middle East.

Rochester Business Journal's Power 100 Banking & Finance list

The Power Lists are determined by Rochester Business Journal’s Editorial Department based on who they believe the influential power players are in the community. They develop a list of people to consider and then debate who should make the final list until they reach the target number. The Power 100 is presented in alphabetical order.

Rochester Business Journal's Power 30 Banking & Finance list

The list includes individuals who have spent the past 20 months helping members of the Rochester community navigate increasingly uncertain financial circumstances. The people on this list have helped Rochester’s banking and finance industry reimagine itself to serve customers virtually, keep businesses open and keep families in their homes. They have kept their clients apprised of new rules and regulations, financing options, investment opportunities and more.

San Diego Business Journal Latino Leaders of Influence Top 50

SDBJ is honoring the Top 50 Latino Leaders of Influence in San Diego. We are proud to support Latino leaders by acknowledging their contributions and commitment in our business community. To qualify, nominees need to be in their industry for a minimum of 3 years. Peer and self-nominations accepted.

San Diego Business Journal's SD 500

The SD500 list represents the influential members of the San Diego business community who shaped how the region has grown over the years. Honorees are selected by the San Diego Business Journal’s newsroom on editorial merit representing the most influential and accomplished business leaders in the market in categories including associations, nonprofits, education, finance, health and life science, lifestyle, professional services, real estate, technology, icons and other industries. The San Diego Business Journal takes into consideration C-Suite executives, and other key regional organization leaders who have demonstrated strong leadership skills, re-invented their companies during these unprecedented times, embrace diversity, inclusion and equity and are significantly involved in the community.

San Francisco Business Times' Most Influential Women in Bay Area Business

To qualify for this honor, women must be based in our coverage area, which includes the counties of San Francisco, San Mateo, Marin, Alameda, and Contra Costa. Previous honorees will only be eligible if they have changed companies or received a promotion.

South Florida Business Journal’s 40 Under 40

Young professionals are a vital asset to our region and it is important to recognize and acknowledge those who have made their mark in the business world while shaping our community's future. The 40 Under 40 Awards is focused on leadership as well as on community involvement. Eligibility requirements are as follows: 40 Under 40 Alumni are not eligible for this award. Candidates must be 39 years or younger as of July 31, 2022 and be based our of Broward, Miami-Dade or Palm Beach counties. If you are selected as a 40 Under 40 Honoree, you are expected to participate in a photo shoot and also attend the awards program.

South Florida Business Journal’s Diversity & Inclusion - Diverse Voices

South Florida Business Journal (SFBJ) will recognize diverse individuals who exemplify excellence in business, and work to improve their communities and the broader economy. Eligibility requirements are as follows: The SFBJ will recognize diverse – Black, Brown, Hispanic, Asian-American and LGBTQ – executives whose business acumen has contributed to their companies’ success. Diverse Voices honorees will be selected based on their professional accomplishments, community leadership and philanthropy, career milestones and past noteworthy recognitions. Nominated individuals must be located in the South Florida region, which is defined as: Miami-Dade, Broward and Palm Beach counties.

Sports Business Journal's 40 Under 40

The Forty Under 40 Awards is an annual celebration of the best young talent in sports business. Honorees include league commissioners and officers; team presidents and senior executives; top media executives; brand-side marketers and the heads of the industry’s top agencies.

St. Louis Business Journal's 40 Under 40

To be admitted to the St. Louis Business Journal’s exclusive 40 Under 40 class, a candidate must be under 40 years of age as of Nov. 4, 2021, and be a mover and shaker both in business and in the community. Please describe the nominee's career accomplishments, as well as his/her involvement in the community. 

Tampa Bay Business Journal 40 Under 40

The evaluation criteria for this award is as follows: business success (financial results, career growth), community involvement (volunteer work, advocacy), leadership ability (public profile, reputation), influence (impact on the region, on public policy, or on quality of life). To be eligible for this award, nominees must be under 40 years old on October 31, 2022 and must be residents of Hernando, Hillsborough, Manatee, Pasco, Pinellas, Polk, or Sarasota Counties.

Tampa Bay Chamber’s Tampa Bay Emerging Leader of the Year

The Emerging Leader Award was created to annually recognize an Emerging Leaders of Tampa Bay participant age 21 – 35 whose leadership has made a positive impact on the Tampa Bay region. This award is given in honor of our late founder Deanne Dewey Roberts. It pays tribute to an individual who exemplifies outstanding professional values, demonstrates the ability to go above and beyond the expectations of a leader, and serves as an inspiration to the community. The nominee must be a current Emerging Leaders of Tampa Bay Member.

The Spear's 500

The Spear’s 500 is a guide to the best private client advisers, from wealth managers to family lawyers and property advisers to fine wine experts. Spear’s indices incorporate a three-tiered ranking system, classifying advisers as Top Ten/Top Flight, Top Recommended, or Recommended. Rankings are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

TIME100 Most Influential Companies award

The TIME100 Most Influential Companies list recognizes the organizations that are making extraordinary impact around the world. Curated by a network of TIME editors and correspondents, this annual list recognizes organizations big and small, across multiple sectors.

Twin Cities Business Magazine's Top Women in Banking in Finance

The individuals featured did not pay to be included. Their profiles were drawn from nomination materials. This list is not comprehensive; it includes only people who were nominated and accepted after editorial review. To qualify for this list, individuals must have at least five years of experience in their field and have shown the ability to effect change in their roles or areas of practice. Nominees must self-identify as a woman. Nominees must be currently employed in wealth management in Minnesota. Nominees must have at least five years of experience in their current field. Nominees must demonstrate leadership in specific initiatives or programs at their company or institution which have created significant, positive, and measurable results. We will accept up to three submissions per company or institution. Honoree profiles in the published feature will be based on information supplied in the nomination form. The content is subject to editing by TCB staff to meet style and editorial standards. An individual may only be honored in one Notable category per year.

Utah’s Best Companies to Work For in 2023

Utah Business celebrates the accomplishments of entrepreneurs and executives who stand out in our community by recognizing organizations deemed “best place to work” by their own employees.

Utah Business 30 Women to Watch

Utah Business, in partnership with Maschoff Brennan, presents the 30 Women to Watch. The award celebrates women who are accomplishing truly amazing things. These are our state’s senators, CEOs, entrepreneurs, authors, arrivistes, and role models in the community. 

Vegas Inc's 40 Under 40

This list is a celebration of outstanding business and community leaders in Southern Nevada. Individuals represent innovators, entrepreneurs and philanthropists who are not only doing big things now, but also demonstrate extraordinary potential for the future. Submissions will be selected based on the nominee’s community service, entrepreneurial spirit and impact in their respective industry. To qualify, a nominee must be under the age of 40 and must live and work in Clark County.

Washingtonian's Washington, DC’s Best Financial Advisers

This list of financial advisers includes three different categories: the area’s top financial advisers, marked with a “Top Financial Advisor” badge, “top producers” at local banks and brokerages, and sponsors. The process to determine each set of names differed. To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations. Most of the 375 “Top Financial Advisors” are at smaller, independent firms. The surveying process does not turn up as many names at large banks and brokerages. One reason is that banks and brokerages sometimes keep more work in-house—and if a financial adviser isn’t referring clients to outside professionals, that adviser might not have a network that earns peer votes. Some clients prefer working with smaller wealth-management firms, while others may want their money handled by a big institution such as a Wells Fargo or Morgan Stanley. So, to offer names of the area’s top bank wealth advisers, we asked banks and brokerages to tell us the individuals with the most assets under management, or AUM. The bank wealth advisers on this list—marked by a “top producer” badge—were provided by each institution. While having the most assets under management doesn’t necessarily mean an adviser is right for you, it probably does mean the person is doing something right.

Washingtonian's Wealth Advisers Hall of Fame

This list consists of individuals who have been named one of Washingtonian’s Top Wealth Advisers multiple times and have earned a place among a most elite group of peers celebrated as “the best of the best” in the publication. The Hall of Fame Top Wealth Advisors list is composed simply of financial advisers who have been on the list in the past, for numerous years.

WeQual Award for Digital and Technology

The WeQual Awards are based on an extensive evaluation process that includes a written submission, an online assessment, and a final interview with a global CEO. The awards cover eight categories that reflect the different functions of the executive committee. To be considered, you must either directly report into, or have regular one-to-one meetings with, one or more members of your Group Executive Committee or currently be a CEO or President who is not sitting on the Executive Committee.

 

Awards or rankings are not indicative of future success or results. Neither J.P. Morgan Private Bank or its bankers paid a fee in exchange for ratings. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient.

Nominees for this award must reside or work in the 425 area and be 39 years old or younger by the time of the event. The 40 Under 40 winners are selected by a panel of past winners.