David Koenig of Beaconsfield Financial Services, Inc. Honored with the 2014 Five Star Wealth Manager Award

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David Koenig named one of Pittsburgh’s outstanding wealth managers.

Five Star Professional is pleased to announce David Koenig, Beaconsfield Financial Services, Inc., has been chosen as one of Pittsburgh’s Five Star Wealth Managers for 2014.

Five Star Professional partnered with Pittsburgh Magazine to recognize a select group of Pittsburgh area wealth managers who provide quality services to their clients. David Koenig was featured, along with other award winners, in a special section of the July issue.

“It is an honor to be a part of this year's prestigious award winning wealth managers. I have been in the financial industry for 19 years. I strive to achieve a standard of excellence and build solid relationships based on trust, integrity and respect in the wealth management profession,” said David Koenig of Beaconsfield Financial Services, Inc.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” Jonathan Wesser, Research Director, Five Star Professional.

About the Research Process:

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.

Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including: client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.


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Brittany Blommer

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