W Janet Dougherty, Kimberly DuBord, Sarah Simon, Brooks Hays Slate, and Wen Nottebohm ranked on Forbes’ annual list of top women wealth advisors across the country.
Forbes has named five Cresset Asset Management Wealth Advisors to its annual list of America’s Top Women Wealth Advisors Best-in-State for 2024 W Janet Dougherty, CFA (ranked #14 for Illinois), Kimberly DuBord, CPWA (ranked #20 for Illinois), Sarah Simon, JD (ranked #20 for California), Brooks Hays Slate, CFA (ranked #89 for California), and Wen Nottebohm, CFP (ranked #7 for Atlanta) have been named to the list.
“Cresset is honored to once again receive Forbes Top Women Wealth Advisors recognition. Janet, Kimberly, Sarah, Brooks and Wen are incredibly talented advisors who are committed to providing our clients with sophisticated, highly personalized guidance, always with client needs before their own,” said Doug Regan, Founding Partner and Co-Chairman of Cresset.
The Forbes ranking of Top Women Wealth Advisors Best-In-State is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records, as well as quantitative data, such as revenue trends and assets under management.
Firm rankings were developed by SHOOK Research, using a ranking algorithm. Cresset paid no application fee to participate.
