Affiliated Advisors Managing Director Trisha Qualy was selected for InvestmentNews' Rising Stars 2025 list, an annual recognition of exceptional young professionals in financial advising and wealth management.
The InvestmentNews Rising Stars program identifies advisors and wealth management professionals who demonstrate outstanding commitment, industry impact, and contributions to the future of financial services.
Recipients are selected by an independent panel of industry leaders following a comprehensive evaluation process that assesses professional achievements, career trajectory, and dedication to advancing the wealth management field.
Responding to the recognition, Qualy characterized the honor as "a reflection of our entire team's dedication to serving our clients with excellence and integrity." She emphasized her appreciation for working alongside talented partner advisors and colleagues at a firm that invests in developing next-generation wealth management professionals.
Qualy's selection reflects her commitment to client service and innovation in wealth management. The recognition aligns with the firm's focus on professional development and maintaining high standards of service excellence.
The InvestmentNews Rising Stars list has become a benchmark for identifying emerging leaders in the financial advisory profession, evaluating candidates across multiple criteria including client service excellence, professional development, industry involvement, and contributions to advancing wealth management practices.
Qualy noted that the recognition "motivates me to continue growing, learning, and contributing to an industry that truly makes a difference in people's lives."
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Disclosure:
Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars award for 2025 issued by InvestmentNews on 10/13/25 was awarded to individuals age 40 and under and are committed to a career in wealth management, with a clear passion for the industry. The financial professional was nominated for the recognition. Sixty-seven individuals were selected for this award. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.