Kevin O’Regan has been recognized as a Forbes ‘Top Next-Gen Wealth Advisor,’ ranking 47th within the state of Massachusetts for 2023.
For the full ranking and additional information on this award, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=6db64e175fc3
“Kevin is able to offer clients confidence that they are receiving a thoughtful, personalized experience, even during turbulent markets, through his highly communicative practice,” said Stephen A. Rigali, Executive Managing Director. “This style of practice separates Kevin from the competition and is reflective in this prestigious honor.”
According to R.J. Shook, President of SHOOK Research, the Forbes Next-Gen Wealth Advisors rankings, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Advisors that are honored are considered to 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.
The sixth annual Forbes ‘Top Next-Gen Wealth Advisors Best-In-State’ list features over 1,400 advisors, collectively managing assets of nearly $2.5 trillion.
The Forbes 2023 Next Gen Best-In-State Wealth Advisors ranking was issued in August 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.