Top 20 Program Managers: Best of the Best
Our list is designed to recognize the most successful bank and credit union program managers in several criteria, including percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of LBEs.
20. Thomas Howard
TPM: Infinex Investments
Location: Tupelo, Miss.
FAs manager oversees 2014: 20
Team production 2014: $9.5 million
Team AUM 2014: $1.8 billion
Avg. production per rep: $575,000
Years in current job: 9
Years in wealth management: 29
19. Matt Varney
TPM: Raymond James
Location: Greeley, Colo.
FAs manager oversees 2014: 9
Team production 2014: $3.6 million
Team AUM 2014: $501 million
Avg. production per rep: $362,000
Years in current job: 15
Years in wealth management: 19
18. Chad Waddoups
TPM: LPL
Location: West Jordan, Utah
FAs manager oversees 2014: 25
Team production 2014: $6.9 million
Team AUM 2014: $582 million
Avg. production per rep: $277,000
Years in current job: 7
Years in wealth management: 17
17. Gary Collier
TPM: Raymond James
Location: Nashville, Tenn.
FAs manager oversees 2014: 16
Team production 2014: $11.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $664,000
Years in current job: 6
Years in wealth management: 23
16. Craig Snyder
TPM: LPL
Location: Southfield, Mich.
FAs manager oversees 2014: 21
Team production 2014: $5.1 million
Team AUM 2014: $890 million
Avg. production per rep: $247,000
Years in current job: 11
Years in wealth management: 32
15. John Olerio
TPM: LPL
Location: Wallingford, Conn.
FAs manager oversees 2014: 66
Team production 2014: $24.8 million
Team AUM 2014: $2.6 billion
Avg. production per rep: $376,000
Years in current job: 3
Years in wealth management: 28
14. Michael George
TPM: Raymond James
Location: Lancaster, Pa.
FAs manager oversees 2014: 45
Team production 2014: $22 million
Team AUM 2014: $2.9 billion
Avg. production per rep: $500,000
Years in current job: 1
Years in wealth management: 21
13. Louis Mastropietro
TPM: LPL
Location: Lake Success, N.Y.
FAs manager oversees 2014: 55
Team production 2014: $22.6 million
Team AUM 2014: $2.7 billion
Avg. production per rep: $411,000
Years in current job: 7
Years in wealth management: 30
12. Steve Kruchten
TPM: Raymond James
Location: Lake Elmo, Minn.
FAs manager oversees 2014: 26
Team production 2014: $12.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $476,000
Years in current job: 7
Years in wealth management: 28
11. Michael Zito
TPM: LPL
Location: Jackson, Miss.
FAs manager oversees 2014: 31
Team production 2014: $11.1 million
Team AUM 2014: $1.5 billion
Avg. production per rep: $361,000
Years in current job: 7
Years in wealth management: 7
10. Nick Bellino
TPM: Cetera Financial Services
Location: Pittsburgh
FAs manager oversees 2014: 33
Team production 2014: $12 million
Team AUM 2014: $1.6 billion
Avg. production per rep: $353,000
Years in current job: 5
Years in wealth management: 25
9. Robert Carr
TPM: Invest Financial Corp.
Location: Jefferson City, Mo.
FAs manager oversees 2014: 31
Team production 2014: $9.9 million
Team AUM 2014: $2.2 billion
Avg. production per rep: $322,000
Years in current job: 2
Years in wealth management: 35
8. Vance Richard
TPM: Essex National Securities
Location: Lafayette, La.
FAs manager oversees 2014: 26
Team production 2014: $9.6 million
Team AUM 2014: $1.25 billion
Avg. production per rep: $692,000
Years in current job: 17
Years in wealth management: 26
7. Glenn Brodwater
TPM: Essex National Securities
Location: Short Hills, N.J.
FAs manager oversees 2014: 23
Team production 2014: $7.2 million
Team AUM 2014: $453 million
Avg. production per rep: $315,000
Years in current job: 4
Years in wealth management: 14
6. Agnes Lew
TPM: Cetera
Location: Pasadena, Calif.
FAs manager oversees 2014: 36
Team production 2014:$15.8 million
Team AUM 2014: $778 million
Avg. production per rep: $633,000
Years in current job: 3
Years in wealth management: 16
5. Scott Jenner
TPM: Raymond James
Location: Rocklin, Calif.
FAs manager oversees 2014: 29
Team production 2014: $19 million
Team AUM 2014: $3 billion
Avg. production per rep: $557,000
Years in current job: 9
Years in wealth management: 33
4. Kristen Vitale
TPM: LPL
Location: Chicago
FAs manager oversees 2014: 26
Team production 2014: $7.6 million
Team AUM 2014: $977 million
Avg. production per rep: $294,000
Years in current job: 4
Years in wealth management: 21
3. Denise Togger
TPM: Raymond James
Location: Henrico, Va.
FAs manager oversees 2014: 23
Team production 2014: $6.1 million
Team AUM 2014: $987 million
Avg. production per rep: $228,000
Years in current job: 12
Years in wealth management: 27
2. Tim Sease
TPM: LPL
Location: Charleston, S.C.
FAs manager oversees 2014: 25
Team production 2014: $4.2 million
Team AUM 2014: $1.1 billion
Avg. production per rep: $169,000
Years in current job: 1
Years in wealth management: 22
1. Paul Restante
TPM: Invest Financial
Location: Syracuse, N.Y.
FAs manager oversees 2014: 27
Team production 2014: $8.5 million
Team AUM 2014: $1.4 billion
Avg. production per rep: $315,000
Years in current job: 5
Years in wealth management: 30