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2023 Women to Watch Portfolio Manager of the Year – Investment News

Del Mar, CA - November, 2023

Kelli Burger was an excellence awardee in the Portfolio Manager of the Year program category of the Investment News Women to Watch awards program. The InvestmentNews 2023 Women to Watch Awards celebrate excellence and the women who are making a difference in the financial services industry.

This year’s Women to Watch Awards program featured a new independent judging panel and recognized both individuals (categories: allyship champion of the year, female trailblazer of the year, Alexandra Armstrong award for lifetime achievement in the financial services industry, portfolio management of the year, rising star advisor of the year), as well as organizations (categories: employer of choice, excellence in gender diversity and inclusion). Kelli’s awardee status was shared via an article in Investment News prior to the final stages of the awards program.  The methodology used is outlined below.

Methodology and the awards program process consisted of 5 stages: Stage 1 – Nominations –  InvestmentNews celebrates achievements that measurably advance women in all aspects of the investment industry, at employers of all sizes. Professionals were invited to nominate themselves or third-party candidates and / or companies who exemplify these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others along the way.  Nominations were open from July 18 – August 18, 2023.  There was no fee to submit a nomination and only the online nomination forms were accepted.  Stage 2 – Research.   The Women to Watch Summit and Awards team conducted research and drew on knowledge and information gained through InvestmentNews to support and supplement nominations received and to ensure that no one deserving of recognition was missed. “Excellence awardees” (shortlisted Finalists), in each category, were determined from both pools of information.  Stage 3 – Excellence Awardees Once all nominations were considered and research was complete, Excellence Awardees (Finalists) were selected in each category and notified via e-mail or phone.  All Excellence Awardees were invited to finalize their detailed nomination form (“submission”). These submissions were provided to the judging panel for voting, remained confidential, and  not shared with any third parties other than the judges. Excellence awardees were officially announced in September 2023.  Stage 4 – Judging All submissions from the Excellence Awardees were forwarded to the independent judging panel comprising mortgage and finance industry leaders and senior representatives. The panel assessed and voted for their winners in each category according to the relevant category criteria. Voting began in September-October 2023 and their judgment was impartial, balanced, incisive and fair. Any judge with a conflict of interest in a category excused themselves from judging that category.  Stage 5 – Winners Using a simple points system to aggregate judges’ votes, the finalist with the top score in a category was named the winner.  Winners were announced at the event on November 7, 2023.

Employees of Weatherly nominated Kelli Burger, as well as 4 other team members for different individual award categories. Of the Weatherly nominees, only Kelli made it to the 3rd stage of the program processes.

Weatherly paid Key Media for a promotional package including digital profile exposure in InvestmentNews.

Inclusion in this program is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising this award.

About Weatherly Asset Management, L.P.

Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

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Carolyn P. Taylor