Jacob Dunn of Hartsdale, a wealth management adviser at Merrill Lynch’s Private Banking and Investment Group in New York City, was named to the first-ever Forbes list of “America’s Top Next-Generation Wealth Advisers.” The Forbes ranking is based on a variety of criteria.
There are 99 names on the list. Dunn is number 31 nationwide and number 7 in New York state. Forbes says the typical household net worth among clients handled by Dunn is $10 million to $250 million, and the minimum size for a new account is $10 million. Dunn joined Merrill Lynch in 2008.