2022 marks the eighth annual Wealth Management Industry Awards, known as “the Wealthies,” honoring individuals and organizations “that help financial advisors build better businesses and create better outcomes for their clients.” The number of nominations this year broke records at over 1,000 entries, and Arnerich Massena is deeply honored to be named as a finalist in three categories: Diversity, Equity, and Inclusion; Family Office Thought Leadership (for our Diversity, Equity, & Inclusion campaign); and our CTO David Vaughan for Chief Technology Officer of the Year. Read the WealthManagement.com announcement here. Winners of the 2022 awards will be announced on September 8 at a black-tie ceremony at the Ziegfeld Ballroom in New York City.

“It’s humbling to be among such an incredible group of industry giants,” said Co-CEO and CIO Bryan Shipley, CFA, CAIA. “We’re very pleased to be recognized as leaders and proud of the efforts we’ve made to stand out among our peers.” Co-CEO Reegan Rae, CPWA® noted, “We are committed to being change makers when it comes to Diversity, Equity, and Inclusion, and we are excited to see the impact we are having on the industry. It’s an honor to be at the forefront of such an important movement.”

Both Co-CEOs are proud and delighted that CTO and Principal David Vaughan has been named a finalist for Chief Technology Officer of the

Year. “David has built Arnerich Massena’s world-class technology ecosystem from the ground floor up, developing a smoothly operating technological infrastructure and best-in-class cybersecurity system. We are so grateful for his remarkable expertise, industry knowledge, and attention to airtight data security for our clients.” You can read his full biography here.

Arnerich Massena’s white paper and webinar titled “Diversity, Equity, and Inclusion in Investing” were a key part of the campaign for which the firm is being recognized; you can find them here.

View the WealthManagement.com announcement here, and you can see the full list of award finalists here.