Nathan Kosman, AIF® (11-year winner)
Ryan Antepenko, AIF® (11-year winner)
James Stewart (7-year winner)
José Chavez (2-year winner)
Randy Hein CFP® (1-year winner)
Ryan Grote, AIF® (1-year winner)
Five Star Professional partnered with Cincinnati Magazine to recognize a select group of Cincinnati area wealth managers who provide quality services to their clients.
Nate, Ryan, James, José, Randy & Ryan are featured alongside other award winners in the special section of the magazine’s October issue.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
About the research process:
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Five Star Professional:
- Conducts comprehensive research
- Recognizes service professionals
- Partners with leading city/regional magazines
- Helps award winners gain the recognition they deserve