3 Grand Rapids financial advisers make Barron’s ‘Top 30’ list


By Shandra Martinez

August 13, 2017

GRAND RAPIDS, MI — Three advisers at a Merrill Lynch firm continue to be spotlighted by the national financial publication, Barron’s.

James Veldheer, Timothy Long and William Mackay have been named to the Barron’s “Top 30 Institutional Consultants” in 2017.

All three are managing partners at The Veldheer, Long, Mackay & Bernecker Group, at 250 Monroe Ave., in downtown Grand Rapids.

Veldheer, who joined Merrill Lynch in 1990, concentrates on consulting to pensions, foundations, endowments and high net-worth families on their investment portfolios. He is a graduate of Aquinas College and attended Grand Valley State University for his post-graduate level studies.

Long, who has worked with Merrill Lynch since 1994, specializes on the financial and estate needs of institutions and individuals with high net worth. Long graduated from the University of Michigan-Ross School of Business and earned his MBA Summa Cum Laude from St. John’s University in New York.

William Mackay, who has been with Merrill Lynch since 1993, focuses on institutional and high net worth investment strategies for his clients. He graduated with honors from the University of Notre Dame and studied law at the University of Michigan.

All three were named to Barron’s Top 25 Institutional Consultants in 2015. Long and Veldheer were also named to Barron’s Top 1,200 Financial Advisors in 2017.

Only four advisers in Michigan made the “Top 30 Institutional Consultants” in 2017.

Michael Holycross, a Morgan Stanley adviser, with Graystone Consulting in Birmingham also made the list.

The advisers in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the advisor and their team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records, according to Barron’s.

The weekly publication, which is part of Dow Jones & Company, Inc., does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings.


This article was posted here by Mlive.


Leave A Comment