“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 New York Money Manager Awards ceremony on Oct. 13, 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 New York.

1.
www.smartceo.com
CONTACTS:
Lauren Cittadino, (646) 757-0413
NYprograms@smartceo.com
Julie McDonald, (484) 362-6040
NYevents@smartceo.com
New York SmartCEO Announces the
2015 Money Manager Award Finalists
23 bankers and wealth managers to be featured in
SmartCEO’s Money Manager Awards program
New York, NY (Aug. 3, 2015) — New York 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 $359.6 billion in annual revenue and
employ over 644,600 people. Finalists and winners will be profiled in the September/October
issue of SmartCEO magazine and celebrated at an awards ceremony on Tuesday, Oct. 13, 2015
at BNY Mellon.
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 New York Money Manager Awards ceremony on Oct. 13, 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 New York.

2.
www.smartceo.com
2015 Money Manager Awards
Date: Tuesday, October 13, 2015
Time: 11:30 a.m. – 1:30 p.m.
Location: BNY Mellon
101 Barclay St., New York, NY 10007
Attire: Business
2015 Money Manager Advisory Finalists
Kathy Nalywajko, CTFA, 1919 Investment Counsel
David Acharya, AGI Partners
Sean Apgar, CPA, BBR Partners
Euan Rellie, BDA Partners
Warren H. Feder, Carl Marks Advisors
Elie Rieder, Castle Lanterra Properties, LLC
Maria L. Chrin, Circle Wealth Management, LLC
Robert Conzo, CPA, CFP, Conzo Wealth Alliance at Morgan Stanley
Stacy Francis, CFP, CDFA, Francis Financial
Gregg S. Fisher, CPA, CFP, Gerstein Fisher
Jeanne Brutman, LUTCF, CFS, CFBS, CLTC, CLU, Jeanne Brutman, LLC
Alfred R. Pucci, New York Life Insurance Co.
Paula C. Brancato, CLTC, Northwestern Mutual
Scott Johnson, SJ Partners LLC
Liz Miller, CFP, CFA, CIC, Summit Place Financial Advisors
Albert J. Zdenek Jr., CPA, PFS, Traust Sollus Wealth Management
Patricia Janco, Wells Fargo Private Bank
Becky Creavin, CFP, Wells Fargo Private Bank
2015 Money Manager Banking Finalists
Elise Simon, Bank of America Merrill Lynch
Chris Lehnes, Gibraltar Business Capital
Betty Reiff, Shore Community Bank
David S. Bagatelle, CPA, Sterling National Bank
Stephen Moroney, TD Bank

3.
www.smartceo.com
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
NYprograms@smartceo.com. For information about sponsorship opportunities, email us at
NewYork@smartceo.com.
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