What the Top 10 Branch Managers Get Right
May 4, 2015 8:00 AM
What the Top 10 Branch Managers Get Right
Advisors each year nominate the best leaders in wealth management, who are then reviewed by a panel of judges to come up with On Wall Street's Top 10 Branch Managers. Click through to find out who made the cut and what they're doing to grow your business.
Paul DiGiallonardo
Firm: Morgan Stanley
Title: Senior Vice President, Branch Manager
Location: Peoria, Ill.
Years in the Industry: 21
Advisors Managed: 41
Branch AUM: $4.3B
Education: BBA, Pace University
Title: Senior Vice President, Branch Manager
Location: Peoria, Ill.
Years in the Industry: 21
Advisors Managed: 41
Branch AUM: $4.3B
Education: BBA, Pace University
Raymond DiNunzio
Firm: UBS
Title: Managing Director
Location: Houston
Years in the Industry: 24
Advisors Managed: 31
Branch AUM: $15B
Education: MBA, Colorado State University
Title: Managing Director
Location: Houston
Years in the Industry: 24
Advisors Managed: 31
Branch AUM: $15B
Education: MBA, Colorado State University
Kevin Friedman
Firm:Wells Fargo Advisors
Title: Senior Vice President
Location:Woodland Hills, Calif.
Years in the Industry: 21
Advisors Managed: 50
Branch AUM:$3.5B
Education:MBA, Pepperdine University
Title: Senior Vice President
Location:Woodland Hills, Calif.
Years in the Industry: 21
Advisors Managed: 50
Branch AUM:$3.5B
Education:MBA, Pepperdine University
Matt Gnau
Firm:Wells Fargo Advisors
Title: Senior Vice President, Regional Brokerage Manager
Location: Seattle
Years in the Industry: 12
Advisors Managed: 30
Branch AUM:$2.5B
Education: U.S. Military Academy at West Point and University of Michigan
Title: Senior Vice President, Regional Brokerage Manager
Location: Seattle
Years in the Industry: 12
Advisors Managed: 30
Branch AUM:$2.5B
Education: U.S. Military Academy at West Point and University of Michigan
Frank Amigo
Firm: Raymond James & Associates
Title: Managing Director, South Florida Complex
Location: Miami
Years in the Industry: 28
Advisors Managed: 59
Branch AUM: $6B
Education: BA, Florida International University
Title: Managing Director, South Florida Complex
Location: Miami
Years in the Industry: 28
Advisors Managed: 59
Branch AUM: $6B
Education: BA, Florida International University
Kirk Mandlin
Firm: Wells Fargo Advisors
Title: Managing Director, Complex Manager
Location: Portland
Years in the Industry: 22
Advisors Managed: 142
Branch AUM: $8.2B
Education: MIM, Chancellor University
Title: Managing Director, Complex Manager
Location: Portland
Years in the Industry: 22
Advisors Managed: 142
Branch AUM: $8.2B
Education: MIM, Chancellor University
Rob Withers
Firm: Wells Fargo
Title: Managing Director, Market Manager
Location: Richmond, Va.
Years in the Industry: 26
Advisors Managed: 57
Branch AUM: $5.8B
Education: BA, George Mason University
Title: Managing Director, Market Manager
Location: Richmond, Va.
Years in the Industry: 26
Advisors Managed: 57
Branch AUM: $5.8B
Education: BA, George Mason University
Steve McCashin
Firm: UBS
Title: Executive Director, Complex Director
Location: San Francisco
Years in the Industry: 15
Advisors Managed: 45
Branch AUM: $17B
Education: MBA, Anderson School at UCLA
Title: Executive Director, Complex Director
Location: San Francisco
Years in the Industry: 15
Advisors Managed: 45
Branch AUM: $17B
Education: MBA, Anderson School at UCLA
James Foley
Firm: Janney Montgomery Scott
Title: Senior Vice President, Complex Manager
Location: Pittsburgh
Years in the Industry: 25
Advisors Managed: 27
Branch AUM: $3B
Education: BBA, University of Notre Dame
Title: Senior Vice President, Complex Manager
Location: Pittsburgh
Years in the Industry: 25
Advisors Managed: 27
Branch AUM: $3B
Education: BBA, University of Notre Dame
James Ducey
Firm: UBS
Title: Managing Director
Location: Boston
Years in the Industry: 31
Advisors Managed: 150
Branch AUM: $27B
Education: BS, University of Connecticut
Title: Managing Director
Location: Boston
Years in the Industry: 31
Advisors Managed: 150
Branch AUM: $27B
Education: BS, University of Connecticut
