Ensuring excellence is rewarded

For any awards, carrying out fair, consistent, and accurate judging is key to ensuring the true winners are recognised.

The Private Asset Management Awards 2025 judging process was designed to be rigorous and thorough to ensure all entries received full consideration and that excellence in each of the categories was truly rewarded.

A mix of leading wealth managers, advisors/consultants, service providers and other industry experts made up the judging panel. The judges were split into groups depending on their specialist expertise.

The 2025 judging panel currently included:

2025 Judges 

Ajay Srivatsavai
Chief Technology Officer
MIO Partners
Charles Lowenhaupt
Chairman & Partner
Lowenhaupt & Chasnoff, LLC
Dan Sondhelm
CEO
Sondhelm Partners
Daniel Kern
Chief Investment Officer
Nixon Trust Company
Gio Maso
Managing Director, Family Office Advisory Services
EY
Greg O'Gara
Lead Analyst
Javelin Strategy & Research
Heath Weisberg
Head of Family Office Services
Camden Capital
Heather Flanagan
Head of Family Office Services
Wealthspire
Hortense Bioy
Head of Sustainable Investing Research
Morningstar Sustainalytics
Jasmine Z Yu
Chief Investment Officer
Bryn Mawr Trust
Joe Anthony
President & Co-Owner
Greogry FCA
Joe Calabrese
Head of Investment, Fiduciary and Banking Services
Key Private Bank
John Zimmerman
President
Ascent
Jon Carroll
Independent Advisor
Jon Carroll + Family
Joseph Larizza
CEO & President
Mirador
Joseph W. Reilly
CEO and Founder
Circulus Group
Kurt Nye
Chief Investment Officer
MAI Capital Management
Peter Nesvold
Founder
Nesvold Capital Partners
Stephen Caruso
Assoicate Director
Cerulli
Tim Hall
CEO
Stone Temple Partners LLC