The 25 wealth advisors are the most profitable in the U.S. at the moment, and they make more money than anyone else on Wall Street.
So, who are these guys and where are they getting their money?
We sat down with the top 20 wealth advisors to find out.1.
Andrew Kocher, managing director, Koccher Wealth Group Inc.
Andrew Kocger, the managing director of Kocchieri Wealth Group, sits down with host Nick Offerman for a wide-ranging interview.
He is the founder and chief executive officer of KOCCHER Wealth Group.
Kocber is also an investor in the popular investment platform Vanguard.
He was born in England and raised in Canada.
He has more than 50 years of experience in the financial services industry, with a focus on investment banking, investment advisory, real estate and consumer lending.
Kockers latest book is “How to Become Rich in One Lesson.”2.
Jeffrey Woosley, portfolio manager, Fidelity Investments and Vanguard fundJeffrey Woosly, a portfolio manager at Fidelity, sits by the fire to share his thoughts on the top 25 wealth advisers.
He’s an independent investor who invests in a wide range of high-quality companies and has worked in numerous investment advisory positions.
He co-founded Vanguard’s portfolio management team.3.
Andrew Smith, portfolio officer, W.P. Morgan Asset ManagementAndrew Smith, a member of W. P. Morgan’s asset management team, sits at the fireplace to discuss the top 5 investment firms that make money in America.
He currently sits on the board of Vanguard’s wealth management business.
He holds a bachelor’s degree in finance from Princeton University.4.
Joe Schafer, portfolio management partner, Vanguard WealthManagementJoe Schafer is the portfolio manager for Vanguard Wealth Management.
He joined Vanguard in 2000 and worked his way up to the top of the portfolio management department.
He now manages more than $3 billion.5.
Peter V. Balsamo, portfolio advisor, Balsam Asset ManagementPeter V. Balamo, a partner at Balsamic Asset Management, sat down to discuss his top 25 investment companies.
He specializes in the diversification of assets and has been working in the investment industry for over 35 years.
He works for Vanguard, which invests in the broadest variety of investment companies available.6.
Eric L. Schwartz, portfolio partner, Schwartz WealthManagementEric L. Scharf is the managing partner of Schwartz Wealth Management, which focuses on equities and other high-yield assets.
He worked as a portfolio advisor at the London-based fund manager Fidelity in the early 2000s.
Schwartz is also a board member of the Global Wealth Management Association.7.
Kevin T. Kucher, portfolio analyst, Kuchers WealthManagementKevin Kuchener is a portfolio analyst at Kucheer Wealth Management and also serves as an adviser for Vanguard.
His career has spanned 20 years and included a number of top positions in the global investment industry.
He previously worked for Merrill Lynch.
He also has a bachelor of arts degree in economics from Duke University.8.
Scott P. O’Connor, portfolio specialist, K.C. FieldsScott P. Okonkwo, portfolio expert, works with Scott P O’Conner of K. C. Fields, one of the world’s largest asset management companies.
Okona has been a portfolio specialist for over 15 years.9.
Jim D. Neely, portfolio director, Vanguard InvestmentsJim D. Ockerman, director of Vanguard Investments, sat in the interview room at the New York City home of Mr. K. Scott O’Donnell to discuss some of the top investing companies.10.
Kevin D. Rizzuto, portfolio, Rizzuti WealthManagement Kevin D Rizzutro, a senior partner at Rizzutti Wealth Management in New York, sat at the fire as the conversation about the top 10 investment companies started to wind down.11.
Michael A. Hahn, portfolio adviser, WME HoldingsMichael A. Hegarty, portfolio consultant, sits in the studio with host Nicholas Offerman to discuss which companies he invests in and why.
He and his team are based in the New Jersey office of WME.12.
John R. Johnson, portfolio strategist, Hahn InvestmentsJohn R. Johnston, a director at Hahn Capital Advisors, sits on stage with host Alex Wagner.
Johnston was named by the U-S.
Securities and Exchange Commission as a member.
Johnston joined the firm in 1985 and worked as an investment adviser for over a decade.
He sits on its board of directors.13.
David A. Wertheimer, portfolio investor, Werther WealthInvestors investment guru David A Wertheim, a trustee and member of The Wertheil Trust, sits alongside host Nick offerman to