Breaking Down the Top 100 Branch Managers
February 15, 2013 10:51 AM
Top 100 Branch Manager Honorees by Firm
The list has been narrowed down. On Wall Street and New York Life/Mainstay Investments recognize these 100 branch managers for their steadfast leadership, commitment to their advisors, and their ability to recruit and retain talent no matter the circumstances. Click through for a breakdown firm-by-firm of those at the top.
The final list, which will include only ten of these names, will appear in our sixth annual list of the Top Ten Branch Managers of the Year, which debuts in print and online in May.
The final list, which will include only ten of these names, will appear in our sixth annual list of the Top Ten Branch Managers of the Year, which debuts in print and online in May.
Ameriprise
Joseph DeFalco
-
San Diego, CA
-
San Diego, CA
AXA Advisors
Georgette Geller
-
Stamford, CT
(Photo Via Flickr User Shiny Things)
-
Stamford, CT
(Photo Via Flickr User Shiny Things)
Baird: 3
Jarrett Kovics
-
Dallas, TX
Adam Persily
-
Roseville, CA
Ken Petter
-
Green Bay, WI
-
Dallas, TX
Adam Persily
-
Roseville, CA
Ken Petter
-
Green Bay, WI
Capstone Affluent Strategies
Darin Pastor
-
Newport Beach, CA
-
Newport Beach, CA
Center for Wealth Planning
Joseph Ruzycki
-
Troy, MI
-
Troy, MI
D.A. Davidson & Co.
Brock Loen
-
Seattle, WA
-
Seattle, WA
Janney Montgomery Scott
Michael Brown
-
Radnor, PA
-
Radnor, PA
Kansas City Life
Thomas Vanlaarhoven
-
Carmel, CA
-
Carmel, CA
Merrill Lynch: 8
Vincent Fertitta
-
San Antonio, TX
Keith Henry
-
Bridgewater, NJ
John Quinn
-
Jericho, NY
A. Daniel Rooney
-
Smithtown, NY
Lee Rusinek
-
New York, NY
Deborah Shepherd
-
Princeton, NJ
Michael Simonds
-
New York, NY
Steve Starnes
-
Myrtle Beach, SC
(Photo via Flickr/Michael Gray)
-
San Antonio, TX
Keith Henry
-
Bridgewater, NJ
John Quinn
-
Jericho, NY
A. Daniel Rooney
-
Smithtown, NY
Lee Rusinek
-
New York, NY
Deborah Shepherd
-
Princeton, NJ
Michael Simonds
-
New York, NY
Steve Starnes
-
Myrtle Beach, SC
(Photo via Flickr/Michael Gray)
Morgan Stanley: 29
Chris Ascher
-
Bloomington, MN
Bradley Barber
-
Greenwich, CT
Robert Beylickjian
-
Lawrenceville, NJ
Alex Burlingame
-
Seattle, WA
Peter Christou
-
Ridgewood, NJ
Neal Cooper
-
New York, NY
Jeffrey Crystal
-
Short Hills, NJ
John Delahaye
-
San Francisco, CA
Paul DiGiallonardo
-
Peoria, IL
Scott Frost
-
West Des Moines, IA
Greg Gangas
-
Tulsa, OK
Mark Gherity
-
Minneapolis, MN
Michael Higgins
-
Boca Raton, FL
Fred Hill
-
Lutherville, MD
Russell Kelley
-
Fayetteville, AR
Steven Kirkland
-
Oklahoma City, OK
Robert Malenfant
-
Boston, MA
Michael Marchassalla
-
New York, NY
Clyde Matsusaka
-
Santa Cruz, CA
Kevin McCarty
-
Miami, FL
Troy Mooyoung
-
Chicago, IL
Michael Outlaw
-
Atlanta, GA
Rhonda Peluso
-
Little Falls, NJ
VR Raman
-
Barrington, IL
Todd Sacks
-
Shrewsbury, NJ
Chris Shaw
-
Red Bank, NJ
Bruce Stacy
-
Fort Worth, TX
David Turetzky
-
New York, NY
Craig Weis
-
Roseville, CA
(Photo via Flickr/Victor Lee)
-
Bloomington, MN
Bradley Barber
-
Greenwich, CT
Robert Beylickjian
-
Lawrenceville, NJ
Alex Burlingame
-
Seattle, WA
Peter Christou
-
Ridgewood, NJ
Neal Cooper
-
New York, NY
Jeffrey Crystal
-
Short Hills, NJ
John Delahaye
-
San Francisco, CA
Paul DiGiallonardo
-
Peoria, IL
Scott Frost
-
West Des Moines, IA
Greg Gangas
-
Tulsa, OK
Mark Gherity
-
Minneapolis, MN
Michael Higgins
-
Boca Raton, FL
Fred Hill
-
Lutherville, MD
Russell Kelley
-
Fayetteville, AR
Steven Kirkland
-
Oklahoma City, OK
Robert Malenfant
-
Boston, MA
Michael Marchassalla
-
New York, NY
Clyde Matsusaka
-
Santa Cruz, CA
Kevin McCarty
-
Miami, FL
Troy Mooyoung
-
Chicago, IL
Michael Outlaw
-
Atlanta, GA
Rhonda Peluso
-
Little Falls, NJ
VR Raman
-
Barrington, IL
Todd Sacks
-
Shrewsbury, NJ
Chris Shaw
-
Red Bank, NJ
Bruce Stacy
-
Fort Worth, TX
David Turetzky
-
New York, NY
Craig Weis
-
Roseville, CA
(Photo via Flickr/Victor Lee)
Next Financial
Jeff Mathis
-
Fayetteville, TN
-
Fayetteville, TN
Oppenheimer
Gadi Ben-Menachem
-
Florham Park, NJ
-
Florham Park, NJ
Personal Financial Group
Don Clark
-
Overland Park, KS
-
Overland Park, KS
Raymond James: 5
Frank Amigo
-
Coral Gables, FL
Steve Fricke
-
Orlando, FL
Bill Lynch
-
Nashville, TN
Michael O'Meara
-
St. Louis, MO
William Theis
-
Beachwood, OH
-
Coral Gables, FL
Steve Fricke
-
Orlando, FL
Bill Lynch
-
Nashville, TN
Michael O'Meara
-
St. Louis, MO
William Theis
-
Beachwood, OH
RBC Wealth Management: 2
John Moran
-
New York, NY
Eric Siber
-
Parsippany, NJ
-
New York, NY
Eric Siber
-
Parsippany, NJ
Southwestern Investment Group
Jeff Dobyns
-
Franklin, TN
-
Franklin, TN
Stifel
Robert Codignotto
-
Garden City, NY
Michael Mazor
-
Boca Raton, FL
-
Garden City, NY
Michael Mazor
-
Boca Raton, FL
UBS: 8
Michael Gatewood
-
Troy, MI
Michael Goldfader
-
Irvine, CA
Kim Jenson
-
Northbrook, IL
Catherine Lapadula
-
New York, NY
John Orr
-
Long Beach, CA
Ann Page
-
The Woodlands, TX
Lane Strumlauf
-
Ft Lauderdale, FL
Gary Wideman
-
St. Louis, MO
(Photo via Flickr/Martin Abegglen)
-
Troy, MI
Michael Goldfader
-
Irvine, CA
Kim Jenson
-
Northbrook, IL
Catherine Lapadula
-
New York, NY
John Orr
-
Long Beach, CA
Ann Page
-
The Woodlands, TX
Lane Strumlauf
-
Ft Lauderdale, FL
Gary Wideman
-
St. Louis, MO
(Photo via Flickr/Martin Abegglen)
Waddell & Reed
Brian Kurland
-
Portland, OR
-
Portland, OR
Wedbush
Todd Brooks
-
Los Angeles, CA
-
Los Angeles, CA
Wells Fargo: 30
Christopher Albright
-
Scranton, PA
John M. Banks
-
Fort Worth, TX
Frank Bond
-
Virginia Beach, VA
Brian Borst
-
Long Beach, CA
Gary Carlson
-
Salt Lake City, UT
John Denault
-
Ansonia, CT
Rick Folmar
-
Oklahoma City, OK
Kevin Friedman
-
Woodland Hills, CA
John Gardner
-
Lexington, KY
Jim Hawkins
-
Seattle, WA
Kenneth Heidenreich
-
Oklahoma City, OK
Thomas Isaacs
-
New York, NY
Mark Klein
-
E Palo Alto, CA
Chris Leavy
-
Paramus, NJ
Ari Litvin
-
Memphis, TN
Marco B. Lloyd
-
Houston, TX
Kirk Mandlin
-
Portland, OR
Michael Marasco
-
Dallas, TX
Stephen Mattson
-
Marquette, MI
Stephen McKenzie
-
Wilmington, NC
William Molfetto
-
Houston, TX
John Orendain
-
Carlsbad, CA
Mahes Prasad
-
Scottsdale, AZ
Terry Richart
-
Mesa, AZ
Dennis Schmidt
-
New York, NY
Jeffery Taylor
-
Norfolk, VA
Jeffery Thompson
-
Denver, CO
James Van De Ven
-
Waukesha, WI
Steve Viets
-
Las Vegas, NV
Thomas Wade
-
Nashville, TN
-
Scranton, PA
John M. Banks
-
Fort Worth, TX
Frank Bond
-
Virginia Beach, VA
Brian Borst
-
Long Beach, CA
Gary Carlson
-
Salt Lake City, UT
John Denault
-
Ansonia, CT
Rick Folmar
-
Oklahoma City, OK
Kevin Friedman
-
Woodland Hills, CA
John Gardner
-
Lexington, KY
Jim Hawkins
-
Seattle, WA
Kenneth Heidenreich
-
Oklahoma City, OK
Thomas Isaacs
-
New York, NY
Mark Klein
-
E Palo Alto, CA
Chris Leavy
-
Paramus, NJ
Ari Litvin
-
Memphis, TN
Marco B. Lloyd
-
Houston, TX
Kirk Mandlin
-
Portland, OR
Michael Marasco
-
Dallas, TX
Stephen Mattson
-
Marquette, MI
Stephen McKenzie
-
Wilmington, NC
William Molfetto
-
Houston, TX
John Orendain
-
Carlsbad, CA
Mahes Prasad
-
Scottsdale, AZ
Terry Richart
-
Mesa, AZ
Dennis Schmidt
-
New York, NY
Jeffery Taylor
-
Norfolk, VA
Jeffery Thompson
-
Denver, CO
James Van De Ven
-
Waukesha, WI
Steve Viets
-
Las Vegas, NV
Thomas Wade
-
Nashville, TN
