Top 20 Program Managers: Best of the Best
September 21, 2015 4:09 PM
Top 20 Program Managers: Best of the Best
After scouring the industry for the best managers in the bank channel, here is our annual Top 20 Program Managers ranking.
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.
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
Bank: BancorpSouth
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
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
Bank: Bank of Colorado
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
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
Bank: Mountain America Credit Union
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
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
Bank: Pinnacle Bank
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
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
Bank: America Group
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
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
Bank: Webster Bank
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
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
Bank: Fulton Bank
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
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
Bank: Astoria Federal Savings Bank
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
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
Bank: Bremer Bank
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
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
Bank: Trustmark National Bank
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
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
Bank: First National Bank
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
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
Bank: Central Bank
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
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
Bank: Iberia Bank
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
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
Bank: Investors Bank
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
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
Bank: East West Bank
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
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
Bank: First Tech C.U. Addison Ave.
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
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
Bank: First Midwest Bank
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
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
Bank: Union Bank
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
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
Bank: South State Bank
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
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
Bank: Community Bank
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
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
