The San Diego Advisor of the Year organization announced today its awards finalists and continuing education initiative. Finalists and winners will be recognized at the upcoming awards program, and select winners will be invited as featured speakers at subsequent events, including the Association for Corporate Growth conference, “The Deals Behind the Advisor of the Year,” at Lomas Santa Fe Country Club on Tuesday, November 15.
The awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 27, starting at 4:00 p.m., with the “GameChangers: Women in the C-Suite” panel followed by the Advisor of the Year program at 5:30 p.m., featuring keynote speaker Ernest Rady. Net proceeds from the event will benefit the Institute.
“We look forward to formally recognizing these finalists,” says Paul Thiel, managing director for title sponsor BNY Mellon Wealth Management. “They are instrumental in the success of the M&A community in San Diego and, until now, have largely gone unnoticed.”
Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Led by former Broadcom chairman John Major and Histogen founder and CEO Gail Naughton, judges included representatives of UCSD’s Rady School of Management, CSU San Marcos’ School of Business and the La Jolla Institute, as well as several entrepreneurs who have successfully navigated the M&A process.
“This program is about so much more than the recognition,” says Thiel. “It’s also an educational institution that organizes and promotes ongoing M&A seminars and conferences. This fills an important niche in the San Diego business community.”
Finalists for the 2016 Advisor of the Year are: Allen Cinzori and Brad Weeks, Software Equity Group; Andrew Ruff, TGG Accounting; Bruce Knowlton, Moss Adams; Bruce Strumlauf, LevitZacks; Channing Hamlet, Objective Capital Partners; Cheston Larson, Latham & Watkins; Christian Fonss, Klinedinst PC; Craig Garner, Latham & Watkins; Dan Koeppen, Wilson Sonsini Goodrich & Rosati; Dan Lavis, LevitZacks; David Noosinow, BNY Mellon; Hayden Trubitt, Stradling, Yocca Carlson & Rauth; Jason Skolnik, Wilson Sonsini Goodrich & Rosati; Joel Weinstein, W Partners; John D. Tishler, SheppardMullin; Louise Botham, Alan Rich & Associates; Martin Staubus, The Beyster Institute, UCSD; Martin Waters, Wilson Sonsini Goodrich & Rosati; Michael Brown, Stradling Yocca Carlson & Rauth; Michael Kim, Objective Capital Partners; Mike Friedman, LevitZacks; Miranda Biven, Wilson Sonsini Goodrich & Rosati; Nancy G. Henderson, Henderson Caverly Pum & Charney LLP; Patrick Monroe, Best Best & Krieger; Paul Johnson, Procopio; Ryan Smitt, Torrey Pines Bank; Scott N. Wolfe, Latham & Watkins; Scott Wolfe & Matt Bush, Latham & Watkins; Shane Orr, Kieckhafer Schiffer; Siddharth Chhokar, Chhokar Law Group; Stephen LaSala, SheppardMullin; Steve Fanucchi, CBIZ Mayer Hoffman McCann; Stuart Moss, Keystone Capital Markets; Tim Malott, Shoreline Partners; Todd Wilson & Joel Weinstein, W Partners; Trever Acers, Objective Capital Partners; Victor Ramsauer, LevitZacks; Wade Hansen, Cabrillo Advisors; Zeke Navar, Hammond Hanlon Camp.
To purchase tickets, please visit www.sdadvisoroftheyear.com.
Sponsors of the 2016 Advisor of the Year program are: BDO; Best Best & Krieger; Cabrillo Advisors; CBIZ; Claiborne Advisors; Deloitte; Departure; Friedman Brannen; Haskell & White; Henberger Group; HetzelMeade Communications; LevitZacks CPA, Lindsay & Brownell; NFP Insurance Brokerage & Consulting; Objective Capital Partners; Our City magazine; Polito Eppich; Procopio; RA Capital Advisors; Stradling; SheppardMullin; Torrey Pines Bank; Vantage Point Advisors and W Partners.
About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients. Select winners will be featured in the November ACG program, “The Deals Behind the Advisor of the Year awards.”
About La Jolla Institute
La Jolla Institute for Allergy and Immunology is located at 9420 Athena Circle in La Jolla and is dedicated to understanding the intricacies and power of the immune system to promote human health and prevent a wide range of diseases. Since its founding in 1988 as an independent, nonprofit research organization, the Institute has made numerous advances leading towards its goal: life without disease®.