Institutional Investor News’ inaugural issue of 20 Rising Stars of Mutual Funds showcases up-and-coming mutual fund executives – holding a variety of posts, including portfolio management, product development, marketing and relationship management, at companies around the globe – who are likely to impact the investment management industry in the years to come.

Nominees are submitted by professionals throughout the mutual fund industry and are vetted and selected by our editorial staff. The selected individuals meet the criteria of having demonstrated expertise, dedication and consistency in their careers, indicating they will likely be the trendsetters of the future.

Our winning nominees manage and contribute to the management of funds at firms overseeing a total of more than $400 billion in assets and investments. Their specializations include annuities, fixed income, international equities, separately-managed accounts, retail and institutional accounts, retirement accounts, fund administration and technology.

Other noteworthy points about our Rising Stars:

• 60% are chartered financial analysts (CFAs) and one is a certified investment management analyst;
• 40% have an M.B.A. and 15% have master’s degrees in another area;
• 25% work in Boston, 20% in New York City, 15% in Colorado and the rest in seven other states across the U.S., with the lone international representative working in Toronto;
• 15% listed Warren Buffett as a mentor or said he inspired them;
• One is a CEO and another is a chief operating officer;
• 10% work for their fathers;
• 40% said they still plan to be at their current firm in 10 years;
• Their average age is 36 (the youngest being 31 and the eldest being 42).

Selecting the final 20 Rising Stars was a difficult task, as many outstanding individuals were nominated. We would like to thank the nominees and those who nominated them for making this list possible, and we look forward to charting the professional progress of our Rising Stars in the years to come.

So, without further ado, here are our Rising Stars, listed alphabetically by surname.

For more information and an editorial calendar please contact: Erik Kolb, Editor of Business Publishing, II News, 212.224.3785 or ekolb@iinews.com.

To make a nomination for next year’s issue please contact us at risingstars@iinews.com.