Bank Investment Consultant once again scoured the industry for the most successful managers of investment services programs at banks and credit unions. This is the first installment (No. 21-30) of our Top 30 list.
To compile our list, we used multiple variables and combined them into a weighted average. Specifically, we used six criteria: the number of advisors they oversee, team assets under management, annual team production, percentage growth in AUM, percentage growth in production and production-per-advisor. (We calculate our own estimates for production-per-advisor based on other numbers submitted in our nomination process.)
In doing it this way, we accounted for size, as well as growth and efficiency. We feel this recognizes well-rounded professionals, as opposed to those who excel in one area but fall short in others.
That said, the list is purely quantitative – the bios did not factor into the ranking. We also did not use the number of years on the job as part of the ranking determination. You can see more about the list and the methodology
Scroll through to meet this #21 – 30 of this year’s Top Program Managers. Check back later this week for articles and the rest of the list.
