The equities market has enjoyed a sustained period of growth over the past trimester, buoyed by optimism regarding a controlled economic descent. The Federal Reserve's successful management of inflationary pressures has bolstered market confidence, with potential interest rate adjustments on the horizon. Nevertheless, the inherent unpredictability of the stock market necessitates the guidance of a seasoned financial expert. Research has highlighted a notable trait among female financial advisors - an innate ability to navigate turbulent market conditions with steadfast composure. This list showcases the top 10 women wealth advisors who have consistently demonstrated exceptional acumen in managing substantial asset portfolios.
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List of Top 10 Women Wealth Advisors in America for 2024
These advisors have consistently exhibited a high degree of proficiency in managing substantial portfolios and offering astute investment guidance, thereby rendering them an indispensable asset to their clients. Here is the complete list:
| Rank | Name | Company | City | State | Min. Account Size For New Business | Team Assets | Typical Net Worth Of Relationships | Typical Size Of Household Accounts |
| 1 | Colleen O'Callaghan | J.P. Morgan Wealth Management | New York | New York | $25M | $2.8B | $25-100M | $25-100M |
| 2 | Cheryl Young | Rockefeller Capital Management | Los Gatos | California | $10M | $1.5B | $10-100M | $5-50M |
| 3 | Deborah Montaperto | Morgan Stanley Private Wealth Management | Palm Beach | Florida | $50M | $23.2B | $100M-5B | $100M-2B |
| 4 | Susan Kaplan | Kaplan Financial Services | Newton | Massachusetts | $1.5M | $2.5B | $3-100M | $1.5-75M |
| 5 | Laila Pence | Pence Wealth Management | Newport Beach | California | $500K | $1.7B | $1-30M | $1-30M |
| 6 | Elaine Meyers | J.P. Morgan Wealth Management | San Francisco | California | $25M | $5.4B | $30M-1.5B | $10-350M |
| 7 | Louise Gunderson | UBS Private Wealth Management | New York | New York | $1M | $5.5B | $5-50M | $2-20M |
| 8 | Lori Van Dusen | LVW Advisors | Pittsford | New York | $10M | $2B | $5M-1B | $1-250M |
| 9 | Debra Brede | D.K. Brede Investment Management Company, a Colony Group Company | Needham | Massachusetts | $1M | $1.4B | $4-20M | $1-12M |
| 10 | Sharon Oberlander | Merrill Wealth Management | Chicago | Illinois | $2.5M | $1.9B | $5-15M | $2.5-5M |
This list is derived from the prestigious Forbes/SHOOK Top Women Wealth Advisors annual rankings, which showcases 100 outstanding women who collectively manage a staggering $284 billion in assets. The Forbes list is meticulously compiled by SHOOK Research, leveraging financial data and in-depth interviews with candidates nominated by their respective firms to determine the ranking of these exceptional advisors.
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Name of Women Wealth Advisors in US
Colleen O'Callaghan
As a founding member of The O'Callaghan Thomas Group, Colleen provides bespoke wealth management services to a discerning clientele comprising ultra-high-net-worth individuals, multigenerational families, corporate executives, and entrepreneurs. Leveraging her expertise and in-depth understanding of their immediate and long-term requirements, Colleen crafts personalised strategies that address their unique challenges and aspirations. Renowned for her exceptional responsiveness and unbiased approach, Colleen fosters enduring relationships with her clients. The O'Callaghan Thomas Group, founded on the principles of excellence, critical thinking, and discipline, is a testament to her unwavering commitment to delivering exceptional wealth management solutions.
Cheryl Young
Cheryl Young, a seasoned financial advisor with over two decades of experience, joined Rockefeller Global Family Office in 2022, bringing her practice, Young & Associates, under the esteemed firm's umbrella. Holding certifications as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Portfolio Manager (CPM), Cheryl adopts a holistic approach to wealth management, specialising in portfolio management and stock option planning. Her expertise has earned her a distinguished client base in Silicon Valley and Lake Tahoe, comprising entrepreneurs, executives, engineers, and professional athletes, who value her astute guidance and personalised service.
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