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Congratulations to Managing Director Michael Karsa on being named one of Forbes “Top Next-Gen Wealth Advisors”!

Published 08-10-2020

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The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Congratulations to Michael Karsa!

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including:

  • In-person interviews
  • Industry experience
  • Compliance records
  • Revenue produced
  • Assets under management

More on the methodology

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