Bank Investment Consultant is pleased to present its annual ranking of the most successful managers of investment services programs at banks and credit unions. Below is the first installment of our Top 30 list.
To create this list, we used multiple metrics to get a well-rounded view of the managers. We relied on ypical measurements of size, such as the number of advisors on their respective teams, AUM and production. But we also noted other metrics, such as percentage changes in AUM and production, as well as production per advisor. BIC calculates its own estimates for production-per-advisor based on numbers submitted in our nomination process. Those variables were combined into one composite score to determine our final ranking. (These figures were rounded for display in the slideshow, however all of our calculations used the full numbers submitted.)
In using this methodology, we accounted for size, as well as growth and efficiency. We belive this recognizes well-rounded professionals, as opposed to those who excel in one area, but fall short in others.
Our list is purely quantitative — the winners’ backgrounds and biographies did not factor into our ranking, but they do help to provide a well-rounded portrait of our featured managers and their strengths. This year, several managers discussed how they and their teams are managing the COVID-19 crisis, and what changes they think it might bring to the industry. Scroll through to meet No. 21–30 of this year’s Top Program Managers.
