Murray Carter, Executive Vice President/Wealth Management, Financial Advisor, Mitchell Lerner, Vice President/Wealth Management, Financial Advisor, Tom Hansen, Vice President/Investments, Financial Advisory, Erik Fromm, Vice President/Wealth Management, Financial Advisor, and Chris Rockwell, Vice President/Wealth Management, Financial Advisor have been named to the Forbes 2025 Best-in-State Wealth Management Teams list.
"Congratulations to CSG Capital Partners on receiving this prestigious recognition. This honor reflects their dedication to delivery outstanding wealth management advice and exceptional client service. It also underscores how Janney's combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We're proud to support them," said Kevin Reed, President of the Firm's Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provided opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
"We are honored to have been named to the Forbes 2025 Best-In-State Wealth Management Teams list and wanted to share our gratitude for the trust that you have shown us. We take great pride in the team that we have built, but we are only successful as a team to the extent that we help deliver results for our clients. It is our pleasure and great privilege to be able to serve you and your family." -CSG Capital Partners
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures.
