NEW YORK – Rockefeller Capital Management today congratulated five Private Advisors in its Rockefeller Global Family Office on being named to Forbes Top Women Wealth Advisors Best-In-State for 2023.
The five advisors include:
- Jannah Devine – Oglevee Devine Wealth Partners, Newport Beach, CA
- Ülkü Doğan – Khoshnevissan & Doğan Wealth Strategies, San Francisco, CA
- Gina Lahoud – Lahoud Wealth Partners, New York, NY
- Shirley Quackenbush – Quackenbush Panetti Wealth Partners, Newport Beach, CA
- Ann Wang – Durrani Wang Wealth Partners, San Francisco, CA
“We congratulate Jannah, Ülkü, Gina, Shirley, and Ann on this well-deserved recognition by Forbes,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office. “They set a standard for excellence in financial advice and client service.”
“These individuals exemplify the Rockefeller Private Advisors who help our clients navigate the complexities of families and wealth,” added Timothy O’Hara, Co-President of Rockefeller Global Family Office. “We’re tremendously proud of them.”
The Forbes rankings, developed by SHOOK Research, are based on an “algorithm of qualitative and quantitative data, including in-person interviews, industry experience, compliance records, revenue production, and assets under management.”
The full list of Forbes Top Women Wealth Advisors Best-In-State for 2023 can be found at Forbes.com.
The Forbes rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award. RCMID-1428079438-2476.
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