2012 Program Managers
May 2, 2012 2:35 PM
2012 Program Managers
Meet the 2012 Top 20 Program Managers. We considered four factors in this year’s ranking: growth in team production; growth in team assets; average production per advisor and number of FAs the manager oversees. Our next issue will include all the data points as well as bios. In the meantime, enjoy the slide show and congratulations to the winners. Plus, here’s a link to last year’s winners. And, here’s a link to 10 who just missed this year's list.
20. Ken Wren Jr.
TowneBank/Raymond James
Team production in 2011: $4.5m
Team AUM: $780m
Average production per advisor: $562,571
No. of FAs: 8
Team production in 2011: $4.5m
Team AUM: $780m
Average production per advisor: $562,571
No. of FAs: 8
19. Mark Mullican
Fulton Bank/Raymond James
Team production in 2011: 16.7m
Team AUM: $1.9b
Average production per advisor: $407,449
No. of FAs: 41
Team production in 2011: 16.7m
Team AUM: $1.9b
Average production per advisor: $407,449
No. of FAs: 41
18. Wayne Martin
Ameris Bank/Raymond James
Team production in 2011: $1.1m
Team AUM: $121.5m
Average production per advisor: $187,500
No. of FAs: 6
Team production in 2011: $1.1m
Team AUM: $121.5m
Average production per advisor: $187,500
No. of FAs: 6
17. Agnes Lew
Cathay Bank/PrimeVest Financial Services
Team production in 2011: $4.2m
Team AUM: $236.7m
Average production per advisor: $350,000
No. of FAs: 12
Team production in 2011: $4.2m
Team AUM: $236.7m
Average production per advisor: $350,000
No. of FAs: 12
16. Gary Collier
Pinnacle National Bank/Raymond James
Team production in 2011: $8m
Team AUM: $1.1b
Average production per advisor: $446,718
No. of FAs: 18
Team production in 2011: $8m
Team AUM: $1.1b
Average production per advisor: $446,718
No. of FAs: 18
15. Matthew Clark
Mountain America Credit Union/LPL
Team production in 2011: $4.8m
Team AUM: $293.4m
Average production per advisor: $440,275
No. of FAs: 9
Team production in 2011: $4.8m
Team AUM: $293.4m
Average production per advisor: $440,275
No. of FAs: 9
14. Lou Mastropietro
Astoria Federal Savings/LPL
Team production in 2011: $24.2m
Team AUM: $3b
Average production per advisor: $450,463
No. of FAs: 48
Team production in 2011: $24.2m
Team AUM: $3b
Average production per advisor: $450,463
No. of FAs: 48
13. Donna McNeely
Premier America Credit Union/LPL
Team production in 2011: $1.4m
Team AUM: $136m
Average production per advisor: $510,087
No. of FAs: 4
Team production in 2011: $1.4m
Team AUM: $136m
Average production per advisor: $510,087
No. of FAs: 4
12. Jan Krug
Tri Counties Bank/Raymond James
Team production in 2011: $2.1m
Team AUM: $293.1m
Average production per advisor: $211,784
No. of FAs: 10
Team production in 2011: $2.1m
Team AUM: $293.1m
Average production per advisor: $211,784
No. of FAs: 10
11. Matthew Snively
Eli Lilly Federal Credit Union/LPL
Team production in 2011: $2.1m
Team AUM: $293m
Average production per advisor: $483,000
No. of FAs: 5
Team production in 2011: $2.1m
Team AUM: $293m
Average production per advisor: $483,000
No. of FAs: 5
10. Kevin Walrath
Northwest Financial Group/LPL
Team production in 2011: $4.9m
Team AUM: $588m
Average production per advisor: $978,000
No. of FAs: 6
Team production in 2011: $4.9m
Team AUM: $588m
Average production per advisor: $978,000
No. of FAs: 6
9. Slade Simons
Gulf Coast Bank/LPL
Team production in 2011: $1.9m
Team AUM: $178m
Average production per advisor: $437,510
No. of FAs: 7
Team production in 2011: $1.9m
Team AUM: $178m
Average production per advisor: $437,510
No. of FAs: 7
8. Steve Kruchten
Bremer Bank/Raymond James
Team production in 2011: $8.7m
Team AUM: $1.1b
Average production per advisor: $376,261
No. of FAs: 23
Team production in 2011: $8.7m
Team AUM: $1.1b
Average production per advisor: $376,261
No. of FAs: 23
7. Tim Ratty
Wells Fargo/N.A.
Team production in 2011: $21.5m
Team AUM: $2.2b
Average production per advisor: $500,000
No. of FAs: 36
Team production in 2011: $21.5m
Team AUM: $2.2b
Average production per advisor: $500,000
No. of FAs: 36
6. Dan Anderson
MainSource Bank/Raymond James
Team production in 2011: $3m
Team AUM: $237.5m
Average production per advisor: $369,835
No. of FAs: 8
Team production in 2011: $3m
Team AUM: $237.5m
Average production per advisor: $369,835
No. of FAs: 8
5. Jim McCrudden
Citadel Federal Credit Union/CUSO Financial Services
Team production in 2011: $3.1m
Team AUM: $256m
Average production per advisor: $629,000
No. of FAs: 5
Team production in 2011: $3.1m
Team AUM: $256m
Average production per advisor: $629,000
No. of FAs: 5
4. Andrew Kaplan
New York Community Bank/LPL
Team production in 2011: $14.6m
Team AUM: $1.8b
Average production per advisor: $382,448
No. of FAs: 45
Team production in 2011: $14.6m
Team AUM: $1.8b
Average production per advisor: $382,448
No. of FAs: 45
3. Michael Petramalo
Wells Fargo/N.A.
Team production in 2011: $24.2m
Team AUM: $2.6b
Average production per advisor: $543,000
No. of FAs: 46
Team production in 2011: $24.2m
Team AUM: $2.6b
Average production per advisor: $543,000
No. of FAs: 46
2. Leo Iacobelli
ESL Federal Credit Union/LPL
Team production in 2011: $5.8m
Team AUM: $554m
Average production per advisor: $545,109
No. of FAs: 11
Team production in 2011: $5.8m
Team AUM: $554m
Average production per advisor: $545,109
No. of FAs: 11
1. Douglas Wicks
Kinecta Federal Credit Union/LPL
Team production in 2011: $7.9m
Team AUM: $883m
Average production per advisor: $702,663
No. of FAs: 13
Team production in 2011: $7.9m
Team AUM: $883m
Average production per advisor: $702,663
No. of FAs: 13
