The 20 Rising Stars of Wealth Management - 2007 - (Page 20) 1 TOM SALVINO 7 2 1 Principal, Private Client Advisors William Blair & Company, Chicago Age: 36 Education: University of Notre Dame (B.A., Government and Business), Loyola University (M.B.A., Finance) Mentor(s): Alfred Salvino, father and principal, William Blair & Co.; Ned Jannotta, chairman, William Blair & Co. Salvino joined Chicago-based William Blair & Co. in 1993. At 26, he became one of 15 Private Client Advisors principlas at the firm. Salvino, with his father and brother, make up the three-person Salvino Advisory team with $450 million in assets under management. He is responsible for business development and portfolio management, targeting HNW individuals with a focus on business owners, athletes and legal professionals. He has also launched a mentoring program for up-and-coming financial advisors at the firm. He formerly worked at Paine Webber in Chicago, as financial advisor trainee between 1992 and 1993. He is an active participant and featured speaker at industry conferences most recently at the William Blair Growth Conference in June 2007, BlackRock High-Net-Worth Advisors Conference in March 2007 and Loyola University Family Wealth Conference in the fall of 2006. “Individual investors have complex issues ranging from estate planning and business succession planning to philanthropic giving and insurance. There is such a proliferation of products, the tax code can be overwhelming, and the markets are changing rapidly. Investors need someone at the helm to think strategically and holistically, to be able to manage both short-term and long-term goals throughout the different phases of the life—be it wealth accumulation, income generation or wealth transfer.” 18 MICHELLE SMITH 1 Co-Founder and Senior Managing Director, Family Wealth Management Alexandra & James Co., New York Age: 42 Education: Radford University (B.A., Marketing) Mentor(s): Corinne Smith, mother and financial advisor, Alexandra & James Co. Smith co-founded the FWM group at Alexandra & James Co. in 2006. The unit caters to high-net-worth individuals with $5-50 million in net worth and has $300 million in assets under management. She is president of Smith Divorce Financial Strategies Group in New York. Smith has been working as HNW financial advisor together with her mother, Corinne Smith, since beginning her career with Merrill Lynch in 1986. From Merrill, she joined Paine Webber in 1989, where she spent over a decade. Smith thereafter worked as financial advisor with First Union Securities, Wachovia Securities’ predecessor, from 1999 to 2006. Smith is a Certified Financial Planner and Certified Divorce Financial Analyst. She also serves as divorce mediator and is a regional director for The Institute for Divorce Financial Analysts. During her tenure at Wachovia, Smith was commissioned by the bank to co-author a book for its financial advisors and their clients entitled Divorce & Your Finances. Smith is frequently quoted in financial publications and has been featured on CNBC, ABC and FOX. In 2007, she will be authoring two articles for Family Law Monthly publication. “By truly caring and listening to what clients are saying and need, one must strive, on a daily basis, to help them manage the two great destroyers of wealth: fear and greed.” 20 WEALTH MANAGEMENT RISING STARS 0 92 0 92 AUGUST 2007
For optimal viewing of this digital publication, please enable JavaScript and then refresh the page. If you would like to try to load the digital publication without using Flash Player detection, please click here.