2016 Wealth Management Industry Awards

At its second annual event, hosted nearly 400 members of the financial services’ industry’s elite on Sept. 29 at the Mandarin Oriental Hotel in New York City. The black tie gala included the presentation of awards to numerous companies for their outstanding achievements in areas such as practice management, technology and innovative new product offerings. Matt Lynch, managing director of Strategy & Resources, LLC, and Julie Littlechild, founder of (and one of the Resource Partners on the S&R team), served as judges for the awards this year.


Photo by: Marie Swift

Photo by: Marie Swift

Pictured here: Marty Miller (ClearPath Consulting – coaching services for advisors), Matt Lynch and David Girmann (Strategy & Resources, LLC – strategy consulting for financial services firms), Marie Swift (Impact Communications – PR and marketing services for financial advisors and financial services firms), Mitch Vigeveno (Turning Point recruiting services for financial services firms).


From:, Oct 2, 2016
Read more about the Wealth Management Industry Awards


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