Kellogg World Alumni Magazine, Winter 2004Kellogg School of Management
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Two Kellogg School alumni named among top financial gurus

by Matt Golosinski

In today’s climate of economic and political uncertainty, risk management is one of the “crucial competencies” demanded of financial advisers, according to Worth magazine, which named two Kellogg School alumni to Worth’s prestigious “100 Top Financial Advisors” list. The list appeared in the magazine’s October issue.

Both Charles Zhang ’04 and Steven Weinstein ’78 (JD/MBA) were among the elite U.S. financial gurus highlighted by Worth, after a rigorous screening process.

“It’s especially gratifying to receive an independent, third-party endorsement like this,” said Weinstein, president and founder of Chicago-based Altair Advisers and member of the Kellogg Alumni Advisory Board. “Worth has a long history of objectivity.”

Altair Advisers is an independent investment counsel founded in June 2002 by Weinstein and several colleagues. This is the third time Weinstein has been named to the Worth list.

Zhang, author of the book Make Yourself a Millionaire and adjunct professor of finance at Western Michigan University, is managing partner at Zhang and Associates, a Portage, Mich.-based financial advisory division of American Express.

“There are more than 800,000 financial advisers in the nation, so being named as one of the top 100 is a great honor,” said Zhang, who was also named to the Worth list two previous times.

In compiling its list, Worth noted a concern shared by many investors: the threat of terrorism, a difficult risk to predict or insure against — and one that can lead to imprudent investments.

All the more reason to seek expert advice from those whose integrity and skill have distinguished them.

©2002 Kellogg School of Management, Northwestern University