Top 10 branch managers
April 29, 2016 5:57 PM
Who are the industry's most elite leaders?
Advisers make their picks and industry experts decide who the finalists are for this annual list of management all stars. Click through the following slideshow to learn who made this year's cut.
Chad Allen
Oppenheimer
Managing Director-Investments, Branch Manager
New York
Number advisers: 100
Branch AUM: $11 billion
Education: U.S. Military Academy, Columbia University
Managing Director-Investments, Branch Manager
New York
Number advisers: 100
Branch AUM: $11 billion
Education: U.S. Military Academy, Columbia University
John M. Banks
Wells Fargo Advisors
Senior Vice President, Branch Manager
Fort Worth, Texas
Number of advisers 42
Branch AUM: $2.3 Billion
Education: Wake Forest University
Senior Vice President, Branch Manager
Fort Worth, Texas
Number of advisers 42
Branch AUM: $2.3 Billion
Education: Wake Forest University
Peter Danilaitis
Wells Fargo Advisors
Complex Manager, Senior Vice President
Bloomington, Minn.
Number of Advisers: 48
Branch AUM: $3.2 billion
Education: Indiana University
Complex Manager, Senior Vice President
Bloomington, Minn.
Number of Advisers: 48
Branch AUM: $3.2 billion
Education: Indiana University
Chris Davidson
Ameriprise Financial
Branch Manager
Clearwater, Fla.
Number of advisers: 19
Branch AUM: $780 million
Education: University of South Florida
Branch Manager
Clearwater, Fla.
Number of advisers: 19
Branch AUM: $780 million
Education: University of South Florida
Brian Kurtz
Robert W. Baird
Managing Director, Branch Manager
Cleveland
Number of advisers: 35
Branch AUM: $4 billion
Education: John Carroll university
Managing Director, Branch Manager
Cleveland
Number of advisers: 35
Branch AUM: $4 billion
Education: John Carroll university
Tim Mann
BBT Scott & Stringfellow
Senior Managing Director
Winston-Salem, Greensboro,
Number of advisers: 40
Branch AUM: $5.25 billion
Education: State University of New York at Plattsburgh
Senior Managing Director
Winston-Salem, Greensboro,
Number of advisers: 40
Branch AUM: $5.25 billion
Education: State University of New York at Plattsburgh
Morgan Stanley
Senior Vice President
Shrewsbury, N.J.
Number of advisers: 50
Branch AUM: $4.5 Billion
Education: University of Miami
Senior Vice President
Shrewsbury, N.J.
Number of advisers: 50
Branch AUM: $4.5 Billion
Education: University of Miami
Pete Secret
J.P. Morgan Securities
Regional Director
Atlanta, Southeast
Number advisers: 40
Branch AUM: $5 billion+
Education: Palm Beach Atlantic University
Regional Director
Atlanta, Southeast
Number advisers: 40
Branch AUM: $5 billion+
Education: Palm Beach Atlantic University
Edward Sudzina
Raymond James
Senior Vice President, Wealth Management;
Complex Manager
Clarkston, Mich.
Number advisers: 66
Branch AUM: $4.2 billion
Education: U.S. Military Academy, Michigan State University
Senior Vice President, Wealth Management;
Complex Manager
Clarkston, Mich.
Number advisers: 66
Branch AUM: $4.2 billion
Education: U.S. Military Academy, Michigan State University
Phil Winterson
Wells Fargo Advisors
Senior Vice President, Regional Brokerage Manager
Beverly Hills, Calif.
Number of advisers: 42
Branch AUM: $10.08 billion
Education: University of Massachusetts Boston
Senior Vice President, Regional Brokerage Manager
Beverly Hills, Calif.
Number of advisers: 42
Branch AUM: $10.08 billion
Education: University of Massachusetts Boston
