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Forbes magazine named Cerity Partners’ Alec Broughton, Andrew Helfont, and Steven Kramer to its 2023 Top Next-Gen Wealth Advisors Best-In-State for Kentucky, New York, and Ohio.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Read more about the methodology.
Jennifer Ellison
PARTNER
David Jumper
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Jonathan Taylor
Partner
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