Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has been named to the first-ever Forbes America’s Top Millennial Advisors list! Michael was one of 500 exceptional young professionals chosen out of 19,616 nominations.
Michael plays a critical role at Clarfeld in caring for our clients’ complex needs across the spectrum, from investment management to tax and estate planning guidance. His attention to detail, creative thinking and commitment to exceptional service is commendable and we are privileged to have him on the Clarfeld team.
Forbes’ methodology relies on both quantitative and qualitative data, considering experience levels, quality of the practitioner and practice, client service and investing process, as well as revenue produced, assets under management and compliance records.