BIC's Next 50 Bank Advisors (76 - 100)
Published November 24, 2014 7:19 AM
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Updated December 23, 2016 2:55 PM
1 Min Read
BIC's Next 50 Bank Advisors (76 - 100)
Next week, well unveil our annual Top 50 Bank Advisors online and in print. In the meantime, were proud to present our Next 50. These advisors ranked 51 through 100 in our final analysis.
Today, we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management, trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
To view this list in a single-page version click here.
Today, we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management, trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
To view this list in a single-page version click here.
100. David ONeill
Community Investment Services
Boonville, N.Y.
TPM: Invest Financial
2014 AUM: $69.6 million
2014 Production: $650,000
% of fee business: 23
Years as financial advisor: 8
Boonville, N.Y.
TPM: Invest Financial
2014 AUM: $69.6 million
2014 Production: $650,000
% of fee business: 23
Years as financial advisor: 8
99. Charles Lutz
San Antonio Federal Credit Union
San Antonio, Texas
TPM: CUSO Financial Services
2014 AUM: $140.8 million
2014 Production: $1 million
% of fee business: 5
Years as financial advisor: 21
San Antonio, Texas
TPM: CUSO Financial Services
2014 AUM: $140.8 million
2014 Production: $1 million
% of fee business: 5
Years as financial advisor: 21
98. Mark Gavrilov
Astoria Federal Savings Bank
Brooklyn, N.Y.
TPM: LPL Financial
2014 AUM: $62.8 million
2014 Production: $1 million
% of fee business: 4
Years as financial advisor: 8
Brooklyn, N.Y.
TPM: LPL Financial
2014 AUM: $62.8 million
2014 Production: $1 million
% of fee business: 4
Years as financial advisor: 8
97. Peter Cirillo
Affinity Federal Credit Union
Basking Ridge, N.J.
TPM: Invest Financial
2014 AUM: $100.8 million
2014 Production: $897,000
% of fee business: 0
Years as financial advisor: 21
Basking Ridge, N.J.
TPM: Invest Financial
2014 AUM: $100.8 million
2014 Production: $897,000
% of fee business: 0
Years as financial advisor: 21
96. Brent Murphree
The Central Trust Bank
Osage Beach, Mo.
TPM: Invest Financial
2014 AUM: $103.8 million
2014 Production: $731,000
% of fee business: 57
Years as financial advisor: 13
Osage Beach, Mo.
TPM: Invest Financial
2014 AUM: $103.8 million
2014 Production: $731,000
% of fee business: 57
Years as financial advisor: 13
95. Tracy Duncan
Allegacy Federal Credit Union
Winston-Salem, N.C.
TPM: CUSO Financial Services
2014 AUM: $250 million
2014 Production: $1.7 million
% of fee business: 51
Years as financial advisor: 22
Winston-Salem, N.C.
TPM: CUSO Financial Services
2014 AUM: $250 million
2014 Production: $1.7 million
% of fee business: 51
Years as financial advisor: 22
94. Charles Gualano
Trustmark National Bank
Brandon, Miss.
TPM: LPL Financial
2014 AUM: $124.7 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 18
Brandon, Miss.
TPM: LPL Financial
2014 AUM: $124.7 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 18
93. John Evans
Midwest One Bank
Iowa City, Iowa
TPM: LPL Financial
2014 AUM: $106.8 million
2014 Production: $955,000
% of fee business: 89
Years as financial advisor: 11
Iowa City, Iowa
TPM: LPL Financial
2014 AUM: $106.8 million
2014 Production: $955,000
% of fee business: 89
Years as financial advisor: 11
92. Julie Dusing
Bank of Kentucky
Crestview Hills, Ky.
TPM: Cetera
2014 AUM: $67 million
2014 Production: $674,000
% of fee business: 12
Years as financial advisor: 6
Crestview Hills, Ky.
TPM: Cetera
2014 AUM: $67 million
2014 Production: $674,000
% of fee business: 12
Years as financial advisor: 6
91. Craig Coopersmith
SunTrust
Orlando, Fla.
TPM: none
2014 AUM: $116 million
2014 Production: $1.1 million
% of fee business: 40
Years as financial advisor: 8
Orlando, Fla.
TPM: none
2014 AUM: $116 million
2014 Production: $1.1 million
% of fee business: 40
Years as financial advisor: 8
90. Phillip Margy
SunTrust
Melbourne, Fla.
TPM: none
2014 AUM: $101.8 million
2014 Production: $856,000
% of fee business: 40
Years as financial advisor: 23
Melbourne, Fla.
TPM: none
2014 AUM: $101.8 million
2014 Production: $856,000
% of fee business: 40
Years as financial advisor: 23
89. Michael Hoffman
SunTrust
Savannah, Ga.
TPM: none
2014 AUM: $65 million
2014 Production: $859,000
% of fee business: 14
Years as financial advisor: 14
Savannah, Ga.
TPM: none
2014 AUM: $65 million
2014 Production: $859,000
% of fee business: 14
Years as financial advisor: 14
88. Robert Cortes
Space Coast Credit Union
Titusville, Fla.
TPM: LPL Financial
2014 AUM: $51.6 million
2014 Production: $582,000
% of fee business: 15
Years as financial advisor: 10
Titusville, Fla.
TPM: LPL Financial
2014 AUM: $51.6 million
2014 Production: $582,000
% of fee business: 15
Years as financial advisor: 10
87. Jeffrey Letendre
Salem Five Cent Savings Bank
Salem, Mass.
TPM: LPL Financial
2014 AUM: $113 million
2014 Production: $1.1 million
% of fee business: 67
Years as financial advisor: 25
Salem, Mass.
TPM: LPL Financial
2014 AUM: $113 million
2014 Production: $1.1 million
% of fee business: 67
Years as financial advisor: 25
86. Bernard Reina
Citibank
Los Angeles
TPM: none
2014 AUM: $190 million
2014 Production: $1.4 million
% of fee business: 70
Years as financial advisor: 17
Los Angeles
TPM: none
2014 AUM: $190 million
2014 Production: $1.4 million
% of fee business: 70
Years as financial advisor: 17
85. Sidney Soria
Mountain America CU
Holladay, Utah
TPM: LPL Financial
2014 AUM: $65.4 million
2014 Production: $936,000
% of fee business: 21
Years as financial advisor: 15
Holladay, Utah
TPM: LPL Financial
2014 AUM: $65.4 million
2014 Production: $936,000
% of fee business: 21
Years as financial advisor: 15
84. James Marquardt
Eastwood Bank
Rochester, Minn.
TPM: LPL Financial
2014 AUM: $87.8 million
2014 Production: $629,000
% of fee business: 76
Years as financial advisor: 26
Rochester, Minn.
TPM: LPL Financial
2014 AUM: $87.8 million
2014 Production: $629,000
% of fee business: 76
Years as financial advisor: 26
83. Mario Fratto
Citibank
New York, NY
TPM: none
2014 AUM: $179 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 17
New York, NY
TPM: none
2014 AUM: $179 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 17
82. Eden DeMar
Citibank
New York, NY
TPM: none
2014 AUM: $147 million
2014 Production: $2.5 million
% of fee business: 40
Years as financial advisor: 13
New York, NY
TPM: none
2014 AUM: $147 million
2014 Production: $2.5 million
% of fee business: 40
Years as financial advisor: 13
81. Jordan Curtis
Mountain America Credit Union
Centerville, Utah
TPM: LPL Financial
2014 AUM: $54.7 million
2014 Production: $839,000
% of fee business: 14
Years as financial advisor: 10
Centerville, Utah
TPM: LPL Financial
2014 AUM: $54.7 million
2014 Production: $839,000
% of fee business: 14
Years as financial advisor: 10
80. Beverly Gleason
Washington Trust
Spokane, Wash.
TPM: Cetera
2014 AUM: $161 million
2014 Production: $1.3 million
% of fee business: 0
Years as financial advisor: 27
Spokane, Wash.
TPM: Cetera
2014 AUM: $161 million
2014 Production: $1.3 million
% of fee business: 0
Years as financial advisor: 27
79. Lester Ernest
SunTrust
Orlando, Fla.
TPM: none
2014 AUM: $35 million
2014 Production: $624,000
% of fee business: 20
Years as financial advisor: 7
Orlando, Fla.
TPM: none
2014 AUM: $35 million
2014 Production: $624,000
% of fee business: 20
Years as financial advisor: 7
78. Gus Caballero
Space Coast Credit Union
Miami
TPM: LPL Financial
2014 AUM: $33.7 million
2014 Production: $482,000
% of fee business: 4
Years as financial advisor: 14
Miami
TPM: LPL Financial
2014 AUM: $33.7 million
2014 Production: $482,000
% of fee business: 4
Years as financial advisor: 14
77. Christopher Barron
Citibank
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 85
Years as financial advisor: 16
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 85
Years as financial advisor: 16
76. Peter Nielsen
Citibank
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 89
Years as financial advisor: 18
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 89
Years as financial advisor: 18
