Sergei Klebnikov

Forbes Staff|Markets

I am a staff writer at Forbes covering wealth management, money and markets. Previously, I worked on the breaking news and wealth teams at Forbes, covering the stock market and billionaire wealth, respectively. Before that, I wrote about investing for Money Magazine. I graduated

SOCIAL
article image
PREMIUM84,049 viewsFeb 5, 2024

Blackstone’s $80 Trillion Opportunity

With $1 trillion in assets and unrivaled returns, the private equity giant has conquered Wall Street, but its 76-year old founder, Steve Schwarzman, isn't finished. He wants total domination overseas as well— and the firm’s crown prince, Jonathan Gray, has built an ingenious weapon targeting vast amounts of global wealth.

article image
3,323 viewsJan 9, 2024

$2 Billion Michigan-Based Stifel Team’s Recipe: Rising Dividends, Strong Cash Flow, And No Bond Funds

Alvin Spencer Jr. believes there’s no such thing as getting rich quick, but he advises you can’t be afraid to buy equities.

article image
3,929 viewsJan 9, 2024

This $600 Million Wells Fargo Trio With A Keep It Simple Investment Approach

The senior partners of this Iowa-based team like dividend stocks and tax efficient approaches for its retiree clients.

article image
7,861 viewsJan 9, 2024

An $8 Billion Ameriprise Team That Trains Its Advisors To Be Leaders

Long Island’s Kuttin Wealth Management's 150-person team is on a mission to spread its best practices nationally.

article image
4,717 viewsJan 9, 2024

Balancing Behavioral Psychology And Big Picture Advice Guide This $6 Billion UBS Team

These UBS Advisors joined forces during the pandemic, to form a nationwide, high-touch boutique.