Jodi Vleck Named a Top Wealth Advisor Mom for 2020
For the past four years, Working Mother has partnered with SHOOK Research to identify, research and select the top 500 wealth advisor moms across the country. Jodi Vleck is honored to be chosen again this year, as she is a dedicated mother to her own two sons as well as the financial firm she established, Beta Wealth Group, a fee only and fiduciary wealth management firm.
The Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.
There are many other notable women on this list, but a few that stick out in particular include:
Michelle Mayer, Managing Director and Private Wealth Manager at Merrill Lynch
Nelrae Ali, Managing Director/Investments and Senior Financial Advisor, Wells Fargo Advisors.
Galit Ben-Joseph, Executive Director and Financial Advisor, JP Morgan Securities
