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Wealth Management
Top Ten Wirehouse Advisors Under 40 in 2015
Megan Leonhardt Jul 06, 2015

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10. Edmund Agresta

Firm: Morgan Stanley Private Wealth Management 

Office Location: New York 

AUM: $1.1 billion

Age: 39

7. Charles Balducci

Firm: Merrill Lynch Wealth Management

Office Location: New York

AUM: $1.2 billion 

Age: 39

6. Steven Cannata

Firm: Merrill Lynch Wealth Management

Office Location: Montvale, N.J.

AUM: $1.3 billion 

Age: 39

5. Jonathan Lund

Firm: Merrill Lynch Wealth Management

Office Location: Grand Rapids, Mich. 

AUM: $1.4 billion

Age: 38

4. Gregory Cash

Firm: Merrill Lynch - Private Banking & Investment Group

Office Location: Charlotte, N.C.

AUM: $2.3 billion

Age: 39

3. Daniel Rothenberg

Firm: UBS Financial Services

Office Location: Los Angeles

AUM: $2.5 billion

Age: 33

2. Gregory Hersch

Firm: UBS Financial Services

Office Location:  New York

AUM: $3.5 billion

Age: 36

1. Peter Princi

Firm: Graystone Consulting - Morgan Stanley

Office Location: Boston

AUM: $3.6 billion

Age: 39

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