Chase Phillips Makes Forbes’ Next-Generation Wealth Advisors
- Nov. 22, 2021
Bank of America Merrill financial advisor and Badger alumnus Chase A. Phillips yet again made Forbes magazine’s list of Top Next-Generation Wealth Advisors (forbes.com/top-next-gen-advisors). He’s made the list every year since it was first compiled in 2017. Chase is ranked No. 238 out of 500 advisors nationwide.
More Alumni Notes
David Wood Stewart MS’76, PhD’79 died on October 28, 2025, at Deerfield Episcopal Retirement Community, Asheville, NC. He was 95. A native of Kalamazoo, Michigan, he was born on December 12, 1929, the son of S. Glenn and Esther Wood Stewart. In 19...
In 1990, Linnea Smith ’81, MD’84 founded the Amazon Medical Project, a 501(c)(3) serving Indigenous communities in Peru’s Amazon River Basin. A Wis...
Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high-net-worth individuals, fam...
L. Michelle Bennett, PhD, started her career as a molecular oncologist working at the laboratory bench at the McArdle Laboratory for Cancer Researc...
Esther R. Schwarzbauer ’08 of Silver Spring, Maryland, is stepping away from her position as assistant theater manager of the John F. Kennedy Center for the Performing Arts in Washington, DC, to join the Hippodrome Theatre and M&T Bank ...
Thomas L. Cherpes DVM’89 and Rodolfo D. Vicetti Miguel, investigators with the Ohio State University Department of Otolaryngology and Comprehensive...
Nicole Vele MS’11, JD’11, has joined GrayRobinson. as a shareholder in its Washington, DC office. A distinguished U.S. Air Force Judge Advocate Gen...
UW–Madison alumni Steve Katz ’76, MA’77 and Donna Webber MA’76, MA’77 were featured guests on the national podcast Pizza Quest, airing on September 28, 2025, hosted by bread-baking expert and author Peter Reinhart to discuss the cultural and culin...
The Agricultural Relations Council (ARC) welcomed Robert (“Bob”) Giblin ’82 to the Agricultural Public Relations Hall of Fame during its annual meeting on June 24, 2025, in Kansas City, MO. AgriMarketing Magazine sponsors this award. Giblin is a 4...
David Wood Stewart MS’76, PhD’79 died on October 28, 2025, at Deerfield Episcopal Retirement Community, Asheville, NC. He was 95. A native of Kalamazoo, Michigan, he was born on December 12, 1929, the son of S. Glenn and Esther Wood Stewart. In 19...
In 1990, Linnea Smith ’81, MD’84 founded the Amazon Medical Project, a 501(c)(3) serving Indigenous communities in Peru’s Amazon River Basin. A Wis...
Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high-net-worth individuals, fam...
L. Michelle Bennett, PhD, started her career as a molecular oncologist working at the laboratory bench at the McArdle Laboratory for Cancer Researc...
Esther R. Schwarzbauer ’08 of Silver Spring, Maryland, is stepping away from her position as assistant theater manager of the John F. Kennedy Center for the Performing Arts in Washington, DC, to join the Hippodrome Theatre and M&T Bank ...
Thomas L. Cherpes DVM’89 and Rodolfo D. Vicetti Miguel, investigators with the Ohio State University Department of Otolaryngology and Comprehensive...
Nicole Vele MS’11, JD’11, has joined GrayRobinson. as a shareholder in its Washington, DC office. A distinguished U.S. Air Force Judge Advocate Gen...
UW–Madison alumni Steve Katz ’76, MA’77 and Donna Webber MA’76, MA’77 were featured guests on the national podcast Pizza Quest, airing on September 28, 2025, hosted by bread-baking expert and author Peter Reinhart to discuss the cultural and culin...
The Agricultural Relations Council (ARC) welcomed Robert (“Bob”) Giblin ’82 to the Agricultural Public Relations Hall of Fame during its annual meeting on June 24, 2025, in Kansas City, MO. AgriMarketing Magazine sponsors this award. Giblin is a 4...
David Wood Stewart MS’76, PhD’79 died on October 28, 2025, at Deerfield Episcopal Retirement Community, Asheville, NC. He was 95. A native of Kalamazoo, Michigan, he was born on December 12, 1929, the son of S. Glenn and Esther Wood Stewart. In 19...
In 1990, Linnea Smith ’81, MD’84 founded the Amazon Medical Project, a 501(c)(3) serving Indigenous communities in Peru’s Amazon River Basin. A Wis...
Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high-net-worth individuals, fam...
L. Michelle Bennett, PhD, started her career as a molecular oncologist working at the laboratory bench at the McArdle Laboratory for Cancer Researc...
Esther R. Schwarzbauer ’08 of Silver Spring, Maryland, is stepping away from her position as assistant theater manager of the John F. Kennedy Center for the Performing Arts in Washington, DC, to join the Hippodrome Theatre and M&T Bank ...
Thomas L. Cherpes DVM’89 and Rodolfo D. Vicetti Miguel, investigators with the Ohio State University Department of Otolaryngology and Comprehensive...
Nicole Vele MS’11, JD’11, has joined GrayRobinson. as a shareholder in its Washington, DC office. A distinguished U.S. Air Force Judge Advocate Gen...
UW–Madison alumni Steve Katz ’76, MA’77 and Donna Webber MA’76, MA’77 were featured guests on the national podcast Pizza Quest, airing on September 28, 2025, hosted by bread-baking expert and author Peter Reinhart to discuss the cultural and culin...
The Agricultural Relations Council (ARC) welcomed Robert (“Bob”) Giblin ’82 to the Agricultural Public Relations Hall of Fame during its annual meeting on June 24, 2025, in Kansas City, MO. AgriMarketing Magazine sponsors this award. Giblin is a 4...