Barron’s Top Women Financial Advisors

Kimberly Dwyer
Sr. Relationship Manager
Massachusetts
2018, 2019

 Alexandra Fuhrmann, CFA
Sr. Relationship Manager
New York
2018, 2019, 2021, 2023

Jennifer Man 
Sr. Relationship Manager
California
2018, 2020

Dee Ann Schedler
Sr. Relationship Manager
Mid-Atlantic
2018, 2019

Barron’s Top Advisors by state

Tom Bridges
Sr. Relationship Manager
Illinois
2020, 2021, 2022

Vicken Ekmekjian, CFA
Sr. Relationship Manager
California
2018, 2019, 2020, 2021, 2022

Alexandra Furhmann, CFA
Sr. Relationship Manager
New York
2020, 2021, 2022

Charles Hoke, CFA
Sr. Relationship Manager
 Georgia
2021, 2022

 

Jennifer Man 
Sr. Relationship Manager
California
2022

Eric Propper
President
New York
2018, 2019, 2020, 2021, 2022

Eric Riak, CFP
Sr. Relationship Manager
Massachusetts
2021, 2022

Dee Ann Schedler
Sr. Relationship Manager
California
2022

 

Kishore Setty, CFA
Sr. Relationship Manager
New York
2021

W. Scott Thompson III, CFTA
Sr. Relationship Manager
Georgia
2019, 2020, 2021, 2022

*This list is no longer being published.

2023, Barron’s “Top Women Financial Advisors” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2023. Of the 100 women advisors, Alexandra Fuhrmann ranked 26.

2023, Barron’s, “Top 100 RIA Firms”, 2022, Barron’s, “Top 100 RIA Firms”, 2021, Barron’s, “Top 100 RIA Firms,” and 2020, Barron’s, “America’s Best RIA Firms. CIBC Private Wealth placed 6 of 100 firms in this list published September 18, 2023 with information provided as of June 30, 2023, 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022, 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021, and 2 of 100 firms in the list  published September 14, 2020 with information provided as of June 30, 2020. Rankings are focused on private wealth management  assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity. 

2022, Barron’s “Top Advisor Rankings by State.” Vicken Ekmekjian placed 47 out of 120 California advisors, Jennifer Man placed 106 out of 120 California advisors, Dee Ann Schedler placed 12 out of 24 D.C. advisors, Charles Hoke placed 19 out of 30 Georgia advisors, Scott Thompson placed 25 out of 30 Georgia advisors, Tom Bridges placed 9 out of 60 Illinois advisors, Eric Riak placed 13 out of 30 Massachusetts advisors, Alexandra Fuhrmann placed 25 out of 120 New York advisors, Eric Propper placed 100 out of 120 New York advisors, and Scott Caven placed 15 out of 90 Texas advisors in this ranking published in March 2022. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey. 

2021, Barron’s “Top Women Financial Advisors” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2021. Of the 100 women advisors, Alexandra Fuhrmann ranked 17, Jennifer Man ranked 86 and Kimberly Dwyer ranked 99.

2021, Barron’s “Top Advisor Rankings by State” Alexandra Fuhrmann placed 27 out of 120 New York advisors, Eric Propper placed 87 out of 120 New York advisors, Charles Hoke placed 20 out of 30 Georgia advisors, Scott Thompson placed 24 out of 30 Georgia advisors, Scott Caven placed 13 out of 90 Texas advisors, Eric Riak placed 23 out of 30 Massachusetts advisors, Vicken Ekmekjian placed 39 out of 120 California advisors, Tom Bridges placed 14 of 60 Illinois advisors and Kishore Setty placed 115 out of 120 New York advisors in this ranking published in March 2021. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2020, Barron’s “Top Women Financial Advisors” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2020. Of the 100 women advisors, and Jennifer Man ranked 86.

2020, Barron’s “Top Advisor Rankings by State” Tom Bridges placed 43 of 60 Illinois advisors, Vicken Ekmekjian, CFA, placed 41 of 120 California advisors. Alexandra Fuhrmann placed 62 of 120 New York advisors, Eric Propper placed 115 of 120 New York advisors and Scott Thompson placed 22 of 30 Georgia advisors in this ranking published in March 2020. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2019, Barron’s “Top Women Financial Advisors” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2019. Of the 100 women advisors, Alexandra Fuhrmann ranked 21, Kimberly Dwyer ranked 90 and Dee Ann Schedler ranked 100.

2019, Barron’s “Top Advisor Rankings by State” Vicken Ekmkejian placed 50 of 120 California advisors, Eric Propper placed 103 of 120 New York state advisors and Scott Thompson placed 21 of 29 Georgia advisors in this ranking published in March 2019. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.

2018, Barron’s “Top Women Financial Advisors” The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices as assessed by Barron’s. Ranking is based on self-reported information via survey as of 3.31.2018. Of the 100 women advisors, Alexandra Fuhrmann ranked 20, Dee Ann Schedler ranked 47, Kimberly Dwyer ranked 52 and Jennifer Man ranked 91.

2018, Barron’s “Top Advisor Rankings by State” Vicken Ekmkejian placed 40 of 120 California advisors, and Eric Propper placed 108 of 120 New York state advisors in this ranking published in March 2018. Rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey. 

2018, Barron’s, “Top 40 Wealth Management Firms”. CIBC Private Wealth placed 27 of 40 firms in this list published September 24, 2018. Listing is based on self-reported assets under management in accounts of more than $5 million as of March 31, 2018.

2023, Financial Advisor, "RIA Ranking, Discretionary & Non-Discretionary AUM" CIBC Private Wealth placed 6 of 521 firms in this ranking published July 2023. To be eligible, firms must be registered investment advisors and have at least $50 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2022. Ranking is based on AUM reported on Form ADV.

2022, Financial Advisor "Top 50 Fastest-Growing Firms" CIBC Private Wealth placed 19 of 50 firms in this ranking published July 2022. To be eligible, firms must be registered investment advisors and have at least $500 million in assets under management (“AUM”), as reported on Form ADV as of 12.31.2020. Ranking is based on increase in AUM from December 31, 2020 to December 31, 2021.

2019, Financial Times “300 Top Registered Investment Advisors” CIBC Private Wealth Management was named in the Financial Times "300 Top Registered Investment Advisors 2019" list published June 2019. The FT 300 assesses registered investment advisers (RIAs) registered with the US Securities and Exchange Commission and selected those that reported $300 million or more in assets under management (AUM). The FT grades advisers on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility with information provided as of Dec. 31, 2021.

Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.