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Elon alumnus named a 'Top Next-Generation Wealth Advisor' by Forbes

Mike Kanner ’02 was among the top 50 advisors ranked on the Forbes list.

Mike Kanner ’02, portfolio management director, senior vice president – wealth management and financial advisor at Morgan Stanley Wealth Management, was recently included in the Forbes 2017 list of America’s Top Next-Generation Wealth Advisors.

Mike Kanner '02

Kanner ranked No. 48 on Forbes’ list of 500 “resilient millennials,” who were born in 1980 or later, began their careers at the peak of the 2008 financial crisis and today represent the top-performing young advisors at their firms.

Developed by SHOOK® Research, an organization of the industry’s outstanding wealth advisors and industry leaders, the ranking is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years of relevant experience. SHOOK® Research weighed factors including revenue produced, assets under management, compliance records and industry experience, as well as examined best practices, such as client service models, investing process, business types, leveraging a team and firm resources, which were learned from telephone and in-person interviews.

Kanner graduated from Elon University in 2002 with a degree in economics. While in college, the Business Fellow interned with the investment management firm Legg Mason Wood Walker and traveled throughout Europe to study the economic impact of the transition from independent currencies into the Euro. After graduation, Kanner began his career with Edward Jones Investments at its St. Louis headquarters. After completing a two-year broker training program, he moved to Vero Beach, Florida, where he continued to work with Edward Jones for seven years before starting the Leyda Kanner Group at Morgan Stanley.

Nicole Filippo,
Staff
8/7/2017 4:05 PM