Awards and Recognition
In 2018 and 2019, Gary was recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors. Those selected for this inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data.* Gary has also previously appeared in Forbes in their July 2011 issue, where he was called “the entrepreneur’s wealth planner."
Gary was recognized in 2010 as one of Registered Rep. Magazine's top 100 financial advisors in America.*** He was the only only advisor in New Hampshire to make the listing and only one of ten from across New England.
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
** "Top 1000 Advisors in America" by Barron's is based on factors including: assets under management, revenue produced for the firm, quality of practice, regulatory record, and philanthropic work.
*** Registered Rep.’s 2010 ranking was compiled in-house by the magazine. According to Registered Rep., advisors who personally manage at least $150 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.