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ABA Recognizes Inaugural 40 Under 40 in Wealth Management Award Winners


The American Bankers Association today honored the recipients of its inaugural 40 Under 40 in Wealth Management award during its 2021 Wealth Management and Trust Conference, a virtual event held Feb. 24-25, 2021. This new award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

“We congratulate these emerging leaders for winning our first annual 40 Under 40 in Wealth Management award,” said Jim Edrington, ABA’s chief member engagement officer. “They are a shining example of wealth management and fiduciary professionals who display exceptional leadership, professionalism and integrity while effectively guiding their clients through their financial journey.”

The winners were selected by a diverse steering committee of wealth and fiduciary professionals. The qualities and characteristics the committee evaluated as judging criteria included academic training (degrees and certifications earned, etc.), client relationship management, community service, dedication to the profession, inventiveness, leadership skills, “people” skills/mentoring ability, personal integrity, professional service (with professional societies, organizations, educational events, etc.), public speaking/presentation skills, sustained career progress, technical skills, and work/life balance.

The live general session featured a panel of 40 Under 40 in Wealth Management award winners discussing what has made them successful and how they see the future of the practice. The 2021 conference agenda focuses on the future of wealth management, with an emphasis on preparing for the significant generational wealth transfer, the onset of new risks following the tumult of 2020 and changing competition, as well as other factors affecting the fiduciary practice.

Learn more about each member of ABA’s Class of 2021 below:


About the American Bankers Association

The American Bankers Association is the voice of the nation’s $23.6 trillion banking industry, which is composed of small, regional and large banks that together employ more than 2 million people, safeguard $19.4 trillion in deposits and extend $12 trillion in loans.

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