2018, 2017 Working Mother Magazine

Top Wealth Advisor Moms

Top Wealth Advisor Moms

October 2, 2018 | Working Mother Magazine

SAN FRANCISCO, CA – Since 2017, Shook Research has partnered with Working Mother Magazine to produce the Top Wealth Advisor Moms list to recognize women throughout the country that go above and beyond – for both their families and clients. This year, we proudly congratulate Christy Covalesky and Jennifer Hicks, both wealth managers and shareholders at Wetherby Asset Management, for again being named as Top Wealth Advisor Moms!

“This recognition is well deserved, both Christy and Jen demonstrate an exceptional commitment to their clients and their families,” commented Deb Wetherby, CEO and founder of Wetherby Asset Management. “We want our team to have a good work life balance so that they are able to bring their full selves to the many roles they may serve.”

Christy Covalesky ranked as #36 and Jennifer Hicks ranked as #42 on the 2018 list. Both were recognized for the inaugural 2017 list as well.

The Top Wealth Advisor Moms list is produced annually by Shook Research LLC and Working Mother Magazine. To determine the rankings, the Shook Research team evaluated roughly 2,600 wealth advisors who are mothers with at least one child living at home and under the age of 18. They considered both quantitative and qualitative factors, such as service models, investing process, industry experience, client retention, compliance record, assets under management and revenue generated for their firms. The top 300 advisors from this analysis are included in the final list.

For complete information on the 2018 list, as well as important methodology and disclosures, please see the links below.

Congratulations Jen and Christy!

Go to the Ranking | Methodology & Disclosures