Leaders List Selector
Best of the best directory of industry stars, rising talents & leading companies in private wealth management

Top Recommended New York Wealth Management Advisors 2021

Citywealth’s Leaders List is a directory of advisers and managers for UHNWs and family offices. The Top Recommended New York Wealth Management Advisors 2021 is a research-led editorial feature with the aim of highlighting the ‘need to know’ New York-based wealth managers for UHNWs.

4.69737
Average: 4.7 (19 votes)

Nancy Gabel

Evercore Wealth Management

Partner

3
Average: 3 (1 vote)

Arianna Faucetta

Citi Private Bank

Director

3
Average: 3 (1 vote)

Barbara Yee

Morgan Stanley

Senior Vice President

3
Average: 3 (1 vote)

Carlos Padula

Stelac

Managing Partner and CEO

3
Average: 3 (1 vote)

Carly Doshi

HSBC Private Bank

Head of Wealth Planning and Advisory

4.45238
Average: 4.5 (63 votes)

Catherine Lapadula

UBS Wealth Management

Managing Director/Market Head

3
Average: 3 (1 vote)

Claudia Caffuzzi

JP Morgan Private Bank

Vice Chairman

3.875
Average: 3.9 (2 votes)

Danielle Barrett

Brown Advisory

Private Client Advisor

3
Average: 3 (1 vote)

David Kates

Lenox Advisors

Partner

4.15
Average: 4.2 (5 votes)

Ellen Kratzer

Fiduciary Trust Company International

Managing Director

4.71591
Average: 4.7 (22 votes)

Francesca Boschini

Deutsche Bank AG

Director and Head of Wealth Planning International for the Americas

3
Average: 3 (1 vote)

Hank Snyder

JP Morgan Private Bank

Executive Director

3
Average: 3 (1 vote)

Heather Flanagan

HSBC Private Bank

Managing Director

4.75
Average: 4.8 (11 votes)

Ilka Gregory

Truvvo Partners

Managing Director and Head of Client Relationships

3
Average: 3 (1 vote)

Jose Tavarez

Bank of America Private Bank

Managing Director, PWM Division Executive

3
Average: 3 (1 vote)

Justin McCloskey

JP Morgan Private Bank

Executive Director

3
Average: 3 (1 vote)

Keith Bloomfield

Forbes Family Trust

CEO

3
Average: 3 (1 vote)

Kevin Carmody

Goldman Sachs

Vice President

3
Average: 3 (1 vote)

Leo Biagini

Morgan Stanley

Managing Director

3
Average: 3 (1 vote)

Marcelo Mendoza

Central Family Advisors

Founder/CEO

4.333335
Average: 4.3 (3 votes)

Maria Angeles Bonany Munoz

Morgan Stanley

Executive Director, Wealth Management, Financial Advisor

3
Average: 3 (1 vote)

Maria Elena (Mel) Lagomasino

WE Family Offices

CEO and Managing Partner

3
Average: 3 (1 vote)

Michael Zeuner

WE Family Offices

Managing Partner

4.59375
Average: 4.6 (8 votes)

Natalia Murphy

Citi Private Bank

Head of Trust and Wealth Planning - North America

3
Average: 3 (1 vote)

Paul Blundell

Northern Trust Corporation

Senior Vice President, Lead International Relationship Manager

3
Average: 3 (1 vote)

Ron Basu

Morgan Stanley

Managing Director | Senior Institutional Consultant | Private Wealth Advisor

4.59375
Average: 4.6 (8 votes)

Shelly Meerovitch-Barak

Bernstein

Head—Global Families Wealth Strategies