Family Wealth Report Awards
Women in Wealth Management (Company Contribution)
- Winner: Gresham – 2024
- Finalist: Gresham – 2023, 2022
Outstanding CIO
- Winner: Ted Neild – 2023, 2022
- Finalist: Ted Neild – 2024
Family Wealth Counselling
Wealth Planning
- Winner: Gresham – 2022, 2021, 2020
- Finalist: Gresham – 2024, 2023
Multi-Family Office ($5 Billion to $15 Billion AuM/AuA)
- Winner: Gresham – 2019
- Finalist: Gresham – 2024, 2023, 2022, 2021, 2020
Rising Star Under 40
Crain’s Best Places to Work
Top 50 Best Place to Work
Barron’s: Top 100 RIA Firms
Worth Media Group
Top 50 RIA Firm
Financial Advisor Magazine
Top 50 RIA
Family Wealth Alliance
Young Professionals in Family Wealth Award
- Winner: Les Carter – 2020
- Winner: Justin Gullman – 2020
