Most experienced bank program managers
August 18, 2016 2:31 PM
Most experienced bank program managers
As part of our Top Program Managers ranking, we asked each nominee how long they had been working in the industry. We included that stat in our final package, although we didn't use it as part of our weighting to determine the winners in the original ranking. Now we've re-ranked all the winners by that one number and decided it was worth highlighting for readers.
Slideshow Top program (1 – 20)
Slideshow Top program managers (21 - 40)
These are the dozen program managers with the longest tenures in the wealth management industry. Combined, they have an impressive 375 years of industry experience. In cases of ties, we listed them according to how they ranked on our original list, which is indicated by the numbers after their names.
These are the dozen program managers with the longest tenures in the wealth management industry. Combined, they have an impressive 375 years of industry experience. In cases of ties, we listed them according to how they ranked on our original list, which is indicated by the numbers after their names.
12. Tim Sease (21)
Bank/TPM: South State Bank/LPL Financial
Location: Columbia, S.C.
Years in wealth management industry: 28
Number of advisers on team: 25
2015 team AUM: $1.1 billion
2014 team AUM: $1.1 billion
2015 team production: $6.3 million
2014 team production: $4.2 million
2015 average production per adviser: $252,325
Location: Columbia, S.C.
Years in wealth management industry: 28
Number of advisers on team: 25
2015 team AUM: $1.1 billion
2014 team AUM: $1.1 billion
2015 team production: $6.3 million
2014 team production: $4.2 million
2015 average production per adviser: $252,325
11. Denise Togger (15)
Bank/TPM: Union Investment Services/Raymond James
Location: Henrico, Va.
Years in wealth management industry: 28
Number of advisers on team: 21
2015 team AUM: $1.0 billion
2014 team AUM: $986.8 million
2015 team production: $7.0 million
2014 team production: $6.1 million
2015 average production per adviser: $373,495
Location: Henrico, Va.
Years in wealth management industry: 28
Number of advisers on team: 21
2015 team AUM: $1.0 billion
2014 team AUM: $986.8 million
2015 team production: $7.0 million
2014 team production: $6.1 million
2015 average production per adviser: $373,495
10. John Olerio (27)
Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
Years in wealth management industry: 29
Number of advisers on team: 67
2015 team AUM: $2.5 billion
2014 team AUM: $2.5 billion
2015 team production: $23.5 million
2014 team production: $24.8 million
2015 average production per adviser: $602,000
Location: Waterbury, Conn.
Years in wealth management industry: 29
Number of advisers on team: 67
2015 team AUM: $2.5 billion
2014 team AUM: $2.5 billion
2015 team production: $23.5 million
2014 team production: $24.8 million
2015 average production per adviser: $602,000
9. Steve Kruchten (4)
Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
Years in wealth management industry: 29
Number of advisers on team: 28
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $13.8 million
2014 team production: $12.3 million
2015 average production per adviser: $533,360
Location: Saint Louis Park, Minn.
Years in wealth management industry: 29
Number of advisers on team: 28
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $13.8 million
2014 team production: $12.3 million
2015 average production per adviser: $533,360
8. Mark Ganung (22)
Bank/TPM: First Commonwealth/Infinex
Location: Wexford, Pa.
Years in wealth management industry: 30
Number of advisers on team: 16
2015 Team AUM: $682 million
2014 Team AUM: $643 million
2015 team production: $5.8 million
2014 team production: $5.1 million
2015 average production per adviser: $343,423
Location: Wexford, Pa.
Years in wealth management industry: 30
Number of advisers on team: 16
2015 Team AUM: $682 million
2014 Team AUM: $643 million
2015 team production: $5.8 million
2014 team production: $5.1 million
2015 average production per adviser: $343,423
7. Louis Mastropietro (20)
Bank/TPM: Astoria Bank/LPL Financial
Location: Lack Success, N.Y.
Years in wealth management industry: 31
Number of advisers on team: 55
2015 team AUM: $2.7 billion
2014 team AUM: $2.7 billion
2015 team production: $21.9 million
2014 team production: $22.5 million
2015 average production per adviser: $398,752
Location: Lack Success, N.Y.
Years in wealth management industry: 31
Number of advisers on team: 55
2015 team AUM: $2.7 billion
2014 team AUM: $2.7 billion
2015 team production: $21.9 million
2014 team production: $22.5 million
2015 average production per adviser: $398,752
6. Jim Badge (18)
Bank/TPM: DFCU Financial/CUSO Financial
Location: Dearborn, Mich
Years in wealth management industry: 31
Number of advisers on team: 11
2015 team AUM: $1.2 billion
2014 team AUM: $1.2 billion
2015 team production: $7.4 million
2014 team production: $6.7 millions
2015 average production per adviser: $674,747
Location: Dearborn, Mich
Years in wealth management industry: 31
Number of advisers on team: 11
2015 team AUM: $1.2 billion
2014 team AUM: $1.2 billion
2015 team production: $7.4 million
2014 team production: $6.7 millions
2015 average production per adviser: $674,747
5. Fred Greene (35)
Bank/TPM: Woodforest National Bank/Raymond James
Location: The Woodlands, Texas
Years in wealth management industry: 32
Number of advisers on team: 6
2015 Team AUM: $636 million
2014 Team AUM: $699 million
2015 team production: $4.8 million
2014 team production: $4.5 million
2015 average production per adviser: $455,569
Location: The Woodlands, Texas
Years in wealth management industry: 32
Number of advisers on team: 6
2015 Team AUM: $636 million
2014 Team AUM: $699 million
2015 team production: $4.8 million
2014 team production: $4.5 million
2015 average production per adviser: $455,569
4. Tommy Lee Jr. (40)
Bank/TPM: PriorityOne Bank/Raymond James
Location: Magee, Miss.
Years in wealth management industry: 33
Number of advisers on team: 3
2015 Team AUM: $137 million
2014 Team AUM: $125 million
2015 team production: $1.4 million
2014 team production: $1 million
2015 average production per adviser: $546,000
Location: Magee, Miss.
Years in wealth management industry: 33
Number of advisers on team: 3
2015 Team AUM: $137 million
2014 Team AUM: $125 million
2015 team production: $1.4 million
2014 team production: $1 million
2015 average production per adviser: $546,000
3. Scott Jenner (12)
Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
Years in wealth management industry: 33
Number of advisers on team:
2015 team AUM: $2.9 billion
2014 team AUM: $2.9 billion
2015 team production: $20.4 million
2014 team production: $18.9 million
2015 average production per adviser: $706,314
Location: Rocklin, Calif.
Years in wealth management industry: 33
Number of advisers on team:
2015 team AUM: $2.9 billion
2014 team AUM: $2.9 billion
2015 team production: $20.4 million
2014 team production: $18.9 million
2015 average production per adviser: $706,314
2. Bill Auriemma (2)
Bank/TPM: Wells Fargo
Location: McLean, Va.
Years in wealth management industry: 33
Number of advisers on team: 28
2015 team AUM: $2.7 billion
2014 team AUM: $2.6 billion
2015 team production: $19.1 million
2014 team production: $16.6 million
2015 average production per adviser: $721,000
Location: McLean, Va.
Years in wealth management industry: 33
Number of advisers on team: 28
2015 team AUM: $2.7 billion
2014 team AUM: $2.6 billion
2015 team production: $19.1 million
2014 team production: $16.6 million
2015 average production per adviser: $721,000
1. Judy Meyers (9)
Bank/TPM: Citigroup
Location: New York
Years in wealth management industry: 38
Number of advisers on team: 42
2015 team AUM: $3.8 billion
2014 team AUM: $4.0 billion
2015 team production: $24.1 million
2014 team production: $21.5 million
2015 average production per adviser: $635,844
Location: New York
Years in wealth management industry: 38
Number of advisers on team: 42
2015 team AUM: $3.8 billion
2014 team AUM: $4.0 billion
2015 team production: $24.1 million
2014 team production: $21.5 million
2015 average production per adviser: $635,844
