1. Recognized at the prestigious 2024 Citywealth Powerwomen Awards for championing women in the wealth sector and fostering gender diversity and social influence. No compensation was provided for this award. For more information on the criteria and methodology, visit CityWealth.

2. EVP and Head of Portfolio Management and Equities, Carin Pai named the Portfolio Manager of the Year by InvestmentNews Women to Watch. No compensation was provided for this award. For more information on the criteria and methodology, visit Wealth Solutions Report, InvestmentNews.

3.Paulina Mejia named Trust & Estates Executive of the Year for her leadership and excellence in estate planning and trust services (2024). No compensation was provided for this award. For more information on the criteria and methodology, visit Wealth Solutions Report's Pathfinder Awards.

4. Ellen Kratzer recognized as Mentor of the Year for her dedication to guiding and empowering professionals in the wealth management industry (2025). No compensation was provided for this award. For more information on the criteria and methodology, visit City Wealth.

5. Named winner in the 2024 UHNW Wealth Management & Family Offices Thought Leadership and Education category. No compensation was provided for this award. For more information on the criteria and methodology, visit ThinkAdvisor.

6. Received the 2024 Digital Wealth Management Impact Award from Datos Insights for Client Meeting Experience Tool. No compensation was provided for this award. For more information on the criteria and methodology, visit Datos Insights.

7. Michael A. Cabanas honored in South Florida Business Journal’s 2024 feature celebrating diverse voices for exemplary leadership. No compensation was provided for this award. No compensation was provided for this award. For more information on the criteria and methodology, visit South Florida Business Journal.