New York, NY—Clear Harbor Asset Management LLC today announced that Aaron Kennon, the CEO and Co-Founder of the firm, has been named to Forbes Magazine’s 2019 list of Best-In-State Wealth Advisors.
“I am thrilled and honored to receive this recognition on behalf of the Clear Harbor team -- particularly from one of the world’s leading financial publications. Each advisor at Clear Harbor is passionate about partnering with our clients on all matters pertaining to their wealth. This award highlights the quality of service and attention to detail that is brought to bear on behalf of our clients each day,” commented Mr. Kennon.
The ranking, developed by Forbes’ partner SHOOK Research, is based on both quantitative and qualitative data and insights, rating thousands of wealth advisors and weighing factors such as in-person interviews, industry experience, community involvement, client retention data, and revenue trends. 29,334 nominations were received of which 9,230 telephone interviews and 1,757 in-person interviews were conducted to create the Forbes list. Advisors must have at least seven years’ experience to be considered. To learn more about their process VISIT HERE.
Neither Forbes nor SHOOK receives a fee in exchange for rankings. To view the list, visit the RANKING PAGE on the Forbes website.
About Clear Harbor Asset Management LLC
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas and Washington, D.C. The firm was founded with a share vision to merge first-class, holistic wealth management advice with market-leading investment strategies and cutting-edge technology.
Clear Harbor provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employees—a team of veteran financial professionals and problem-solvers with unparalleled breadth of knowledge and experience.
Neither the rankings referenced above nor the recognition by unaffiliated rating services and/or publications should be interpreted by a client or prospective client as a guarantee of performance or certain results. No ranking should be construed as a current or past endorsement of Clear Harbor Asset Management, Aaron Kennon, or any specific advisor by any of its clients.