Because many professionals at larger financial institutions work on in-house teams rather than with other firms, a peer survey can miss them. So in addition to sending a survey to Washington-area financial professionals, we asked banks and brokerages to give us the names of their top wealth managers based on assets under management. Listed here are the names given to us by the institutions that agreed to participate (some declined).
Many of the wealth managers listed work within what’s called the “private bank,” an arm of a larger bank that caters to clients who want to invest big amounts. Financial experts say one advantage to working with a large institution is having all your money in one place. For example, Bank of America can handle checking and savings accounts, investments, mortgages, college savings, life insurance, and more. Managers at smaller, boutique investment firms say disadvantages can be less personal service and high staff turnover.
There are many good wealth managers working at large banks and brokerages who are not listed here. Because some of these institutions are so large, having a name to start with can be helpful.
- Enhanced Listing
Susan Traver
Regional President of BNY Mellon Wealth Management, Washington, DC www.bnymellonwealthmanagement.com
Susan Traver is the regional president for BNY Mellon Wealth Management in its Mid-Atlantic Region. In this role, she manages all portfolio management and new business development activities within the region. She is an active board member for the DC Chapter of the Juvenile Diabetes Research Foundation and is on the advisory board of American University’s Kogod School of Business.
1250 H Street, NW, Suite 1100 Washington, DC 20005 | 202-624-7962
- Enhanced Listing
Donald M. Wright
Morgan Stanley Wealth Management http://www.morganstanleyfa.com/donald.wright
When talking to people about their financial goals, a common theme is “make money.” As a Portfolio Manager and Wealth Advisor, I use a tactical and strategic trading framework designed around your time horizon and risk tolerance to help fund your life and family goals. While I cannot promise investment performance, I will draw on Morgan Stanley experience, knowledge of the markets, intellectual capital and global reach to produce investment performance designed to meet or exceed your individual goals. The financial markets are dynamic and unpredictable. My job is to bring you actionable information and ideas in the pursuit of your goals. Read More
7500 Old Georgetown Road, 10th Floor, Bethesda, MD 20814 | 301-961-1848
Bank of America
Michael Kirvan, CFM; Washington DC
Trevor Nelson, CFP; Washington DC
Wayne Nelson, Washington DC
Tom Rietano, Washington DC
Bank of New York Mellon
Bruce Holmquist, Washington DC
Christopher Ross, Washington DC
Susan Traver, Washington DC
BB&T
Kirsten L. Brazley, Washington DC
S. Suzanne Kim, CFP; Fairfax
Yvette Farrugia Polster, CFP; Arlington
Jonathan P. Wasey, CFP; Washington DC
Charles Schwab
Nicole Arwood, Tysons
Brian Lipps, Washington DC
Gregory Matthews, Bethesda
HSBC
Richard Petrosky, New York, NY (based in New York but comes to Washington often)
J.P. Morgan
George Albright, JD; Washington DC
Rose Cohen, Washington DC
Don Irwin, Washington DC
Jackie Perrins, Washington DC
Daniel Reid, Washington DC
M&T Bank
Eric Schoener, CFP; Washington DC
Morgan Stanley
Charles Cooper, Bethesda
Jonathan R. Legg, Washington DC
Marvin McIntyre, Washington DC
Michael J. O’Neill, Washington DC
Robert Scherer, Potomac
John M. Williams, Washington DC
Jim Wohlgemuth, Washington DC
Donald M. Wright, Bethesda
PNC
John Lockhart, CFP; McLean
Wells Fargo
Tristan Caudron, CFP; Alexandria
Brad Coyle, McLean
Ricardo Rosenberg, Washington DC
Chris Sargent, Washington DC
Marcia Simpkins, Washington DC
David Speck, Alexandria
Jeff Upchurch, McLean
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