Nominations for the awards close July 12.
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.
InvestmentNews Awards 2024, Advisor of the Year (Western region): Chris Giovinazzo, Accelerate Retirement.
Christian Nwasike responds to decision, saying they had 'divergent views on the future direction' of the organization.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.
InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jimmy Williams, Compass Capital Management.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Stephanie Tsang, North Star Resource Group.
InvestmentNews Awards 2024, Advisor of the Year (Western region): Robert Patton, SageView Advisory Group.
InvestmentNews Awards 2024, Advisor of the Year (Regional - Midwest): Jim Wessels, Vision Financial Group.