Insights & News

August 2015

FAI Senior Advisor, Mark Stinson, Named Baltimore SmartCEO Magazine's Top Money Manager Awards Finalist



FAI Senior Advisor Mark Stinson was recently recognized as a finalist for the 2015 Baltimore SmartCEO Magazine's Top Money Manager Awards! Congrats, Mark!

See Press release below!

26 bankers and wealth managers to be featured in SmartCEO’s Money Manager Awards program

Baltimore, MD (Aug. 3, 2015) — Baltimore SmartCEO is pleased to announce the 2015 Money Manager Award finalists. The Money Manager Awards celebrate Greater Baltimore’s bankers, wealth managers and advisors who have demonstrated unrivaled commitment to their clients. This year’s finalist firms collectively generate more than $226 billion in annual revenue and employ over 730,000 people. Finalists and winners will be profiled in the September/October issue of SmartCEO magazine and celebrated at an awards ceremony on Thursday, October 15, 2015 at The Grand.

Please see below for a complete list of finalists and for program details. To share in the excitement leading up to the event, follow us @SmartCEO #MoneyManager. “The financial landscape is ever-changing. And whether you are growing a business or are managing a personal portfolio, having a trusted financial advisor could make all the difference,” says Jaime Nespor-Zawmon, president of SmartCEO Events. “That’s why we’re recognizing the region’s top money managers. These dedicated men and women commit themselves to helping businesses and individuals build stronger financial futures.”

The Baltimore Money Manager Awards ceremony on October 15, 2015, is an expected sell-out event where local bankers, wealth managers and guests will gather and celebrate their achievements. The event will kick off with a networking reception, followed by a video-packed awards ceremony to honor the financial leaders of Greater Baltimore.

2015 Money Manager Awards

Date: Thursday, October 15, 2015 Time: 11:00 a.m. – 1:30 p.m. Location: The Grand 225 North Charles Street, Baltimore MD 21201 Attire: Business

2015 Money Manager Advisory Finalists

Mark Stinson, FAI Wealth Management
Jania Stout, Fiduciary Plan Advisors at Hightower
J. Patrick Collins Jr., Greenspring Wealth Management
Matthew R. Cellini, Greenspring Wealth Management
Bart Gibson, The Harris Gibson Group at UBS Financial Services
Lori Villegas, Morgan Stanley
Gregory M. Bell, Morgan Stanley
Jonathan Palmer Murray, The Murray Group at UBS Financial Services
James K. Eichelberger, Strategic Wealth Management Group LLC
Shaun Eddy, Strategic Wealth Management Group LLC
Jennine LaCroix, Strategic Wealth Management Group LLC
Joshua M. Greenwald, Wells Fargo Advisors, LLC
Martin J. Eby, CFP, WMS Partners, LLC
Gregory Blake, WMS Partners, LLC 2015
 

Money Manager Banking Finalists

Theo Pahigiannis, Bank of America
Richard Yoskey, Bay Bank
Angel Connolly, The Columbia Bank
Precious Barnes, First National Bank
Paul Rachetta, First National Bank
Ellen R. Fish, Hamilton Bank
Mary Ann Bogarty, Harford Bank
Chris Marasco, Howard Bank
Keith Grunow, M&T Bank
Elizabeth Hopkins, M&T Bank
Irina Falletta, PNC Bank
Bradley Myers, Sandy Spring Bank

About the Money Manager Awards

The Money Manager Awards program honors bankers, wealth managers and investors who have demonstrated unrivaled commitment to their clients. They have selflessly dedicated their time, effort and financial savvy to helping their clients navigate and manage the complex financial landscape of their lives and businesses. These individuals serve as trusted financial partners and represent the best and brightest in the region. Finalists will be chosen by an independent committee of local business leaders, profiled in the September/October issue of SmartCEO magazine, and celebrated at an awards event in October where the winners will be announced live.

About SmartCEO

SmartCEO’s mission is to educate and inspire the business community through its award-winning magazine, connections at C-level events and access to valuable online resources. SmartCEO’s integrated media platforms reach decision makers in the Baltimore, New York, Philadelphia and Washington, DC, metropolitan areas.

For more information about the 2016 Money Manager Awards nomination process, email us at BAprograms@smartceo.com.

For information about sponsorship opportunities, email us at Baltimore@smartceo.com


IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FAI Wealth Management), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from FAI Wealth Management. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. FAI Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of FAI Wealth Management's current written disclosure statement discussing our advisory services and fees is available for review upon request.


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