ABA Recognizes Winners of “Under 40 in Wealth Management Awards"

The American Bankers Association today announced the recipients of its ABA Under 40 in Wealth Management Awards. These awards recognize wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities. The recipients will be honored during ABA’s 2023 Wealth Management and Trust Conference, which will be held Feb. 27-March 1, 2023 in Nashville, Tenn.

“We congratulate these extraordinary industry leaders who are already making their mark in the continually evolving area of wealth management,” said Jim Edrington, ABA’s chief member engagement officer. “They will continue to be instrumental in helping America’s banks develop new and exciting ways to offer trustworthy, personalized insights to multiple generations of clients.”

The winners were selected by a diverse steering committee of wealth and fiduciary professionals. The committee’s judging criteria included academic training, client relationship management skills, community service, dedication to the profession, inventiveness, leadership/management skills, personal integrity, public speaking/presentation skills, sustained career progress, technical skills, and commitment to work/life balance.

Learn more about each member of ABA’s Class of 2023:

• Sandra Alas, senior trust officer, Bank of America, Los Angeles;
• Matthew Berger, vice president, market manager, F&M Trust Company, Waynesboro, Pa.;
• Megan Cleveland, trust principal, The Glenview Trust Company, Louisville, Ky.;
• Alexandria Dunn, wealth advisor & partner, Affinia Financial Group, Burlington, Mass.;
• Nicole Easton, vice president & trust officer, CPA, CTFA, The Trust Company of Kansas, Wichita, Kan.;
• Zach Hurst, vice president, managing director – Chattanooga, The Trust Company of Tennessee, Chattanooga, Tenn.;
• Angie Ilko, vice president, Parkside Financial Bank & Trust, Clayton, Mo.;
• Brian Knapp, vice president, managing executive, FineMark National Bank Trust, Scottsdale, Ariz.;
• Elom Kpordze, managing director, Deutsche Privat Bank, San Francisco;
• Franck Litzler, wealth management advisor, Vontobel Swiss Wealth Advisors Ltd, New York;
• Emily Menjou, vice president, personal trust fiduciary manager, Exchange Bank, Santa Rose, Calif.;
• Brett Petersen, senior vice president, director of private wealth advisory, Busey Wealth Management, Bloomington, Ill.;
• Tracey Reyes, vice president and director of private trust, Tolleson Wealth Management, Dallas;
• Heather Urbanovsky, assistant vice president, trust officer, Bank of America, Denver; and
• Tylor Willis, senior vice president, senior wealth advisor, UMB Bank, Kansas City, Mo.

The winners will be highlighted during the upcoming ABA Wealth Management and Trust Conference in February. The 2023 conference agenda focuses on helping advisors explore strategies on engaging multigenerational clients, leveraging technology to provide better client outcomes, and enhancing their value proposition to grow their business and remain competitive.