![]() That business advises ultrahigh net worth clients on about $550 billion in assets. Liu has been in this position since May 2019, leading private banking activities across the U.S. “We have built such a strong team culture that it really has allowed us to thrive,” she says. She is ranked fifth on this year’s list of Top 100 advisors for 2021. Karen McDonald, financial advisor and managing director at Morgan Stanley Wealth Management.ĭespite the unique challenges presented by the pandemic, McDonald’s team’s assets and revenue rose about 35% in 2020. That’s particularly important for younger traders or new investors, she says. ![]() Sonders says she is “always trying to weave in a basis of history” when addressing investors. Liz Ann Sonders, chief investment strategist, Charles Schwab Louis, became a principal, and climbed the ladder, taking over the client strategies group in 2015. She eventually moved to corporate headquarters in St. Pennington spent 14 years in corporate banking before joining Edward Jones as a financial advisor in Michigan in 2000. Penny Pennington, managing partner, Edward Jones While Harris isn’t logging as many business travel miles as she was before the pandemic, she has been using some of her found time to finish up her third book, release an album of Christmas songs, and grow Morgan Stanley’s accelerator for start-ups, the Multicultural Innovation Lab. Says Cohen: “We’re just getting started.”Ĭarla Harris, vice chairman, global wealth management, senior client advisor, Morgan Stanley. The consumer business at Goldman generated $1.2 billion in revenue last year and the division overall took in $6 billion, or 13% of Goldman’s total. Stephanie Cohen, co-head of consumer and wealth management at But there’s something different about going through volatility at a start-up that is not yet profitable.” The past year was “easily the most stressful of my career,” Krawcheck says, “and I say that having gone through at large financial institutions. Sallie Krawcheck, CEO and founder of digital investing platform Ellevest. This isn’t a quantitative ranking, rather a qualitative look at 10 women who had significant impact on the world of wealth management in the past year: Bottom row: Karen McDonald, Ida Liu, Mary Callahan Erdoes, Gunjan Kedia, Christine Benz. Top row: Sallie Krawcheck, Stephanie Cohen, Carla Harris, Penny Pennington, Liz Ann Sonders.
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