Top Program Managers by Team AUM
Published September 27, 2015 4:43 PM
|
Updated August 9, 2016 5:16 PM
1 Min Read
Top Program Managers by Team AUM
Our popular Top Program Managers ranking considers several variables combined into a weighted average. Those variables include: 1) total team assets under management; 2) annual growth in team assets; 3) annual increase in team production; 4) average production per advisor; number of full-time advisors on the team directly overseen by the manager; and 6) number of LBEs on the team.
This year, we expanded the list by including the "Next 30," which ranked the program managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 (The Top 20 and The Next 30) and list the top 20 based on solely team assets-under-management. The numbers after their names show where they ranked on our original lists.
Clickhere to see the latest rankings.
This year, we expanded the list by including the "Next 30," which ranked the program managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 (The Top 20 and The Next 30) and list the top 20 based on solely team assets-under-management. The numbers after their names show where they ranked on our original lists.
Click
20. Kim Scalzitti (39)
Bank: MB Financial Bank
TPM: Cetera Financial Institutions
Location: Rosemont, Ill.
FAs manager oversees 2014: 15
Team production 2014: $5 million
Team AUM 2014: $1.06 billion
Avg. production per rep: $336,000
Years in current job: 7
Years in wealth management: 25
TPM: Cetera Financial Institutions
Location: Rosemont, Ill.
FAs manager oversees 2014: 15
Team production 2014: $5 million
Team AUM 2014: $1.06 billion
Avg. production per rep: $336,000
Years in current job: 7
Years in wealth management: 25
19. Tim Sease (2)
Bank: South State Bank
TPM: LPL
Location: Charleston, S.C.
FAs manager oversees 2014: 25
Team production 2014: $4.2 million
Team AUM 2014: $1.10 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: $1.10 billion
Avg. production per rep: $169,000
Years in current job: 1
Years in wealth management: 22
18. James Badge (38)
Bank: DFCU Financial
TPM: CUSO
Location: Dearborn, Mich.
FAs manager oversees 2014: 9
Team production 2014: $6.7 million
Team AUM 2014: $1.15 billion
Avg. production per rep: $745,000
Years in current job: 14
Years in wealth management: 29
TPM: CUSO
Location: Dearborn, Mich.
FAs manager oversees 2014: 9
Team production 2014: $6.7 million
Team AUM 2014: $1.15 billion
Avg. production per rep: $745,000
Years in current job: 14
Years in wealth management: 29
17. Jack Nelson (23)
Bank: Johnson Bank
TPM: Invest Financial
Location: Racine, Wis.
FAs manager oversees 2014: 12
Team production 2014: $7.9 million
Team AUM 2014: $1.19 billion
Avg. production per rep: $659,000
Years in current job: 3
Years in wealth management: 30
TPM: Invest Financial
Location: Racine, Wis.
FAs manager oversees 2014: 12
Team production 2014: $7.9 million
Team AUM 2014: $1.19 billion
Avg. production per rep: $659,000
Years in current job: 3
Years in wealth management: 30
16. Ken Wren Jr. (30)
Bank: TowneBank
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6.7 million
Team AUM 2014: $1.20 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6.7 million
Team AUM 2014: $1.20 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
15. Steven LeCoultre (22)
Bank: Bankers Bank
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $8 million
Team AUM 2014: $1.23 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 27
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $8 million
Team AUM 2014: $1.23 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 27
14. Vance Richard (8)
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
13. Douglas Wicks (31)
Bank: Kinecta Federal Credit Union
TPM: LPL
Location: Westlake Village, Calif.
FAs manager oversees 2014: 19
Team production 2014: $9.5 million
Team AUM 2014: $1.3 billion
Avg. production per rep: $498,000
Years in current job: 13
Years in wealth management: 15
TPM: LPL
Location: Westlake Village, Calif.
FAs manager oversees 2014: 19
Team production 2014: $9.5 million
Team AUM 2014: $1.3 billion
Avg. production per rep: $498,000
Years in current job: 13
Years in wealth management: 15
12. Paul Restante (1)
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
11. Michael Zito (11)
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 (10)
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. Steve Kruchten (12)
Bank: Bremer Bank
TPM: Raymond James
Location: Lake Elmo, Minn.
FAs manager oversees 2014: 26
Team production 2014: $12.3 million
Team AUM 2014: $1.66 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: $1.66 billion
Avg. production per rep: $476,000
Years in current job: 7
Years in wealth management: 28
8. Gary Collier (17)
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tenn.
FAs manager oversees 2014: 16
Team production 2014: $11.3 million
Team AUM 2014: $1.69 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: $1.69 billion
Avg. production per rep: $664,000
Years in current job: 6
Years in wealth management: 23
7. Thomas Howard (20)
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
6. Robert Carr (9)
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
5. John Olerio (15)
Bank: Webster Bank
TPM: LPL
Location: Wallingford, Conn.
FAs manager oversees 2014: 66
Team production 2014: $24.8 million
Team AUM 2014: $2.59 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: $2.59 billion
Avg. production per rep: $376,000
Years in current job: 3
Years in wealth management: 28
4. Kenneth Ellspermann (21)
Bank: Old National Bank
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18.9 million
Team AUM 2014: $2.61 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18.9 million
Team AUM 2014: $2.61 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
3. Louis Mastropietro (13)
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
2. Michael George (14)
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
1. Scott Jenner (5)
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
