2019 Ten to Watch
Eric Becker
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AGE: 56
POSITION: Co-Founder and chairman, Cresset
EDUCATION: University of Chicago
Seth Harris
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AGE: 56
POSITION: Research fellow, Alliance for Lifetime Income
LOCATION: Washington, D.C
EDUCATION: B.A., Cornell University; J.D., New York University School of Law
Bari Havlik
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AGE: 57
POSITION: Executive vice president, member supervision, FINRA
LOCATION: New York City
EDUCATION: B.A., DePaul University
Scott Huff
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AGE: 46
POSITION: CEO, Yourefolio
LOCATION: Cleveland
EDUCATION: B.A., M.A. University of Akron
Peter Kraus
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AGE: 66
POSITION: Chairman and CEO, Aperture Investors
EDUCATION: B.A. in economics, Trinity College; MBA, New York University’s Stern School of Business
Sabrina Lowell
Sabrina Lowell
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AGE: 39
POSITION: Advisor and partner, Mosaic Financial Partners
LOCATION: San Francisco
EDUCATION: Certificate in Personal Financial Planning, U.C. Berkeley; B.A. in business administration, Principia College
Hanh Nguyen
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AGE: 30
POSITION: Co-founder, CEO, Complect
EDUCATION: B.A. in foreign affairs, University of Virginia
Penny Pennington
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AGE: 55
POSITION: Principal and incoming managing partner, Edward Jones
EDUCATION: B.S. in commerce, University of Virginia; Wharton’s Securities Industry Institute; and MBA, Kellogg School of Management at Northwestern University
Tyrone Ross Jr.
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AGE: 39
POSITION: Managing partner, NobleBridge Wealth
LOCATION: Montclair, N.J.
EDUCATION: B.A. in communications, Seton Hall University
Dimple Shah
Dimple Shah
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AGE: 42
POSITION: Executive vice president, corporate strategy, LPL Financial
EDUCATION: B.A. in economics, Stanford University; MBA, Harvard University