2023 ThinkAdvisor Luminaries, Financial and Investment Innovation Award
New York, New York – Keystone Global Partners, a leading financial advisory firm specializing in wealth management for pre- and post-exit startup founders, is pleased to announce its selection as a finalist for the prestigious “2023 ThinkAdvisor Luminaries, Financial and Investment Innovation Award.” The judging criteria for the awards are located here. The winners will be unveiled at the Award Ceremony, scheduled for November 28th, 2023, at Gotham Hall in New York City.
“We are honored to be recognized as a finalist for the Financial and Investment Innovation Award,” said Peyton Carr, Partner at Keystone. “This accolade is a testament to the exceptional talent and dedication of our team in providing specialized services and strategies that meet the evolving needs of our discerning clients. We take pride in being part of an industry that continuously pushes the boundaries of what is possible in wealth management.”
Keystone has positioned itself as a leading authority in providing financial advisory and wealth management services to pre- and post-exit startup founders. The firm’s expertise and understanding of the unique challenges faced by this clientele have helped forge strong, long-term partnerships and deliver exceptional results.
“We would like to extend our congratulations to all the finalists for their achievements,” added Peyton.
Keystone’s nomination for the ThinkAdvisor Luminaries Award follows its recent win of a PAM award for “Best Private Wealth Manager Under $5bn – Client Service.” The judging criteria for the PAM award is located here.
To learn more about Keystone Global Partners and its comprehensive range of services, please visit keystonegp.com.
Think Advisor Luminaires Judging Criteria and Disclaimers
The Think Advisor Luminaires, put on by Think Advisor, has a judging process that consists of an independent panel of judges. Applications are evaluated exclusively based on entrants’ submissions and their responses to specific questions that emphasize new financial services, products, or processes that meet advisor and client needs while delivering efficiency and competitive advantages.
Keystone Global Partners does not make payments to Think Advisor for consideration of a Luminaries Award. Membership or subscription to Think Advisor is not a requirement for ranking consideration. A Luminaires award does not assess the quality of services provided to clients, nor does it promise improved performance or results. It should not be viewed as an endorsement of the wealth manager by any client, nor is it a reflection of any individual client’s assessment. The award does not predict future performance or guarantee investment success. Furthermore, past recognition does not ensure future awards for wealth managers.
For detailed information on the judging process, visit: https://event.thinkadvisor.com/luminaries-awards/criteria
A Luminaries award does not guarantee future investment success and should not be seen as an endorsement of the advisor by any client.