This marks Joshua’s fourth appearance of being named by Forbes as a top wealth advisor. Earlier in 2021, Joshua was ranked in the Forbes list, Best-In-State Wealth Advisors for New York City Private Wealth. He was also named on the Next-Gen Best-In-State Wealth Advisors list in 2019, and the America’s Top Next Generation Wealth Advisor list in 2018.
For Joshua’s contact information, please see the below:
Joshua A. Bronstein, CFA
Senior Vice President
New York, NY
Phone: (646) 497-4411
* The list includes more than 3,000 advisors considered for the Forbes Next-Gen ranking, nominated by their respective firms, then researched, interviewed and assigned a ranking by SHOOK Research.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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