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We’re predicting these ten influencers and innovators will have a big impact on the advisory industry in the upcoming year. Get them on your radar now.
Jason Carroll
Age: 41
Position: Managing Director of Investment Advisory Lending at Live Oak Bank
Location: Wilmington, N.C.
Education: B.A. in business administration, Clemson University
Read more about Jason
Stephen Clarke
Age: 51
Position: President, Navigate Fund Solutions
Location: Boston
Education: B.A. in economics, University of Massachusetts at Amherst; MBA in finance, the Wharton School of the University of Pennsylvania
Read more about Stephen
Chris Costello
Age: 42
Position: Co-founder and CEO of blooom
Location: Overland Park, Kan.
Education: B.A. in business administration, University of Kansas
Read more about Chris
Hollie Fagan
Age: 46
Position: Managing Director, Head of Blackrock's RIA Business, BlackRock
Location: Jersey City, N.J. and New York City
Education: B.S. in marketing, College of New Jersey; MBA, Rutgers University
Read more about Hollie
Chris Flint
Age: 44
Position: CEO, ProEquities
Location: Birmingham, Ala.
Education: B.A., University of Alabama at Birmingham; MBA, Creighton University
Robin John
Age: 34
Position: CEO and Managing Partner, Eventide Asset Management
Education: B.A. in economics, Tufts University
Read more about Robin
Dennis Kelleher
Age: 57
Position: President and CEO of Better Markets
Location: Washington, D.C.
Education: B.A, Brandeis University, and law degree from Harvard Law School
Read more about Dennis
Lowell Putnam
Age: 32
Title: CEO and Co-Founder of Quovo
Location: New York
Education: A.B. in American History and Literature, Harvard University
Read more about Lowell
Matthew Weatherley-White
Position: Managing Director/Owner, The CAPROCK Group
Location: Boise, Idaho
Education: B.A., Dartmouth College
Read more about Matthew
John Wise
Age: 53
Position: Chairman, CEO, InvestCloud
Location: Los Angeles
Education: Degree in computer science and applied mathematics, Reading University
Read more about John
