Banking & Finance and Human Resources

Financial advisors rank among tops in US

May 23, 2016
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James Veldheer
James Veldheer. Courtesy Veldheer, Long, Mackay & Bernecker Group

Six West Michigan financial advisors have been named to the "FT 400."

Honorees

Scott Bernecker, Timothy Long and James Veldheer are managing directors at Veldheer, Long, Mackay & Bernecker Group in Grand Rapids.

A graduate of Michigan State University’s Broad College of Business, Bernecker holds the Certified Investment Management Analyst designation.

Long is a member of Bank of America Merrill Lynch’s Global Institutional Consulting group. He's a graduate of the University of Michigan Ross School of Business and earned his M.B.A., summa cum laude, from St. John’s University.

Veldheer is a member of Bank of America Merrill Lynch’s Global Institutional Consulting group. He's a graduate of Aquinas College.

Jeff Towner is an SVP with Towner Lund Group in Grand Rapids. A graduate of Kalamazoo College, Towner holds a Certified Financial Planner certification.

Todd Sanford is the CEO of Sanford Financial Services in Portage and holds a CFP certification. He's a graduate of Western Michigan University.

Charles Zhang is a managing partner of Zhang Financial in Portage. Zhang has been with the firm for nearly 25 years. He holds a master’s in economics from Western Michigan University, an M.B.A. from Northwestern University’s Kellogg School of Management and a CFP certification.

"FT 400"

The "FT 400" ranking by the Financial Times is compiled using information supplied from the largest brokerage firms in the U.S., specifically looking for advisors with more than 10 years of experience and more than $300 million in assets under management.

The nearly 1,000 qualifying advisors were then asked to submit a questionnaire with more information on their practices.

The research team then chose the 400 top advisors using a formula based on six broad categories: assets under management; AUM growth rate; years of experience; compliance record; industry certifications; and online accessibility.

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