Program Managers: The Next 20
Published April 28, 2014 7:40 AM
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Updated August 10, 2016 9:54 AM
1 Min Read
Program Managers: The Next 20
Later this week, well unveil our annual Top 20 Program Managers. In the meantime, were proud to present our debut of The Next 20. These program managers ranked 21 through 40 in our final analysis.
Our ranking is designed to recognize the most successful bank and credit union program managers on several criteria, including: percentage growth in team AUM; percentage growth in team production; production per advisor; number of advisors; and number of LBEs.
Check back later for the official Top 20.
Our ranking is designed to recognize the most successful bank and credit union program managers on several criteria, including: percentage growth in team AUM; percentage growth in team production; production per advisor; number of advisors; and number of LBEs.
Check back later for the official Top 20.
<b>40.</b>
Name: Nancy Almond
Bank: Columbia Bank
Location: Tacoma, Wash.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 17
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1 billion
2013 Team Production: $8.1 million
Production per advisor: $475,000
Producing manager? No
Decide what products are on the shelf? No
Bank: Columbia Bank
Location: Tacoma, Wash.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 17
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1 billion
2013 Team Production: $8.1 million
Production per advisor: $475,000
Producing manager? No
Decide what products are on the shelf? No
<b>39. </b>
Name: Jan Krug
Bank: Tri Counties Bank
Location: Chico, Calif.
TPM: Raymond James
# of advisors program managers oversees: 10
# of LBEs program manager oversees: 8
Team AUM (12/31/13): $448 million
2013 Team Production: $3.4 million
Production per advisor: $309,000
Producing manager? No
Decide what products are on the shelf? No
Bank: Tri Counties Bank
Location: Chico, Calif.
TPM: Raymond James
# of advisors program managers oversees: 10
# of LBEs program manager oversees: 8
Team AUM (12/31/13): $448 million
2013 Team Production: $3.4 million
Production per advisor: $309,000
Producing manager? No
Decide what products are on the shelf? No
<b>38. </b>
Name: Claire McCarthy
Bank: M&T Bank
Location: Buffalo, N.Y.
TPM: none
# of advisors program managers oversees: 24
# of LBEs program manager oversees: 196
Team AUM (12/31/13): $2.1 billion
2013 Team Production: $9.8 million
Production per advisor: $408,000
Producing manager? No
Decide what products are on the shelf? No
Bank: M&T Bank
Location: Buffalo, N.Y.
TPM: none
# of advisors program managers oversees: 24
# of LBEs program manager oversees: 196
Team AUM (12/31/13): $2.1 billion
2013 Team Production: $9.8 million
Production per advisor: $408,000
Producing manager? No
Decide what products are on the shelf? No
<b>37. </b>
Name: Glenn Brodwater
Bank: Investors Bank
Location: Short Hills, NJ
TPM: Essex National Securities
# of advisors program managers oversees: 21
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $316 million
2013 Team Production: $4.7 million
Production per advisor: $227,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: Investors Bank
Location: Short Hills, NJ
TPM: Essex National Securities
# of advisors program managers oversees: 21
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $316 million
2013 Team Production: $4.7 million
Production per advisor: $227,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>36. </b>
Name: Matt Varney
Bank: Bank of Colorado
Location: Greeley, Colo.
TPM: Raymond James
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 2
Team AUM (12/31/13): $417 million
2013 Team Production: $2.8 million
Production per advisor: $305,000
Producing manager? Yes
Decide what products are on the shelf? No
Bank: Bank of Colorado
Location: Greeley, Colo.
TPM: Raymond James
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 2
Team AUM (12/31/13): $417 million
2013 Team Production: $2.8 million
Production per advisor: $305,000
Producing manager? Yes
Decide what products are on the shelf? No
<b>35.</b>
Name: Denise Togger
Bank: Union First Market Bank
Location: Henrico, Va.
TPM: Raymond James
# of advisors program managers oversees: 13
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $716 million
2013 Team Production: $4.7 million
Production per advisor: $390,000
Producing manager? No
Decide what products are on the shelf? No
Bank: Union First Market Bank
Location: Henrico, Va.
TPM: Raymond James
# of advisors program managers oversees: 13
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $716 million
2013 Team Production: $4.7 million
Production per advisor: $390,000
Producing manager? No
Decide what products are on the shelf? No
<b>34.</b>
Name: Eric Hoise
Bank: M&T Bank
Location: Buffalo, N.Y.
TPM: none
# of advisors program managers oversees: 43
# of LBEs program manager oversees: 497
Team AUM (12/31/13): $3.8 billion
2013 Team Production: $18 million
Production per advisor: $411,000
Producing manager? No
Decide what products are on the shelf? No
Bank: M&T Bank
Location: Buffalo, N.Y.
TPM: none
# of advisors program managers oversees: 43
# of LBEs program manager oversees: 497
Team AUM (12/31/13): $3.8 billion
2013 Team Production: $18 million
Production per advisor: $411,000
Producing manager? No
Decide what products are on the shelf? No
<b>33. </b>
Name: Andrew Kaplan
Bank: New York Community Bank
Location: Westbury, N.Y.
TPM: LPL Financial
# of advisors program managers oversees: 37
# of LBEs program manager oversees: 217
Team AUM (12/31/13): $2.2 billion
2013 Team Production: $16 million
Production per advisor: $444,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: New York Community Bank
Location: Westbury, N.Y.
TPM: LPL Financial
# of advisors program managers oversees: 37
# of LBEs program manager oversees: 217
Team AUM (12/31/13): $2.2 billion
2013 Team Production: $16 million
Production per advisor: $444,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>32. </b>
Name: Paul Restante
Bank: Community Bank, N.A.
Location: Syracuse, N.Y.
TPM: Invest Financial
# of advisors program managers oversees: 27
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1.2 billion
2013 Team Production: $7 million
Production per advisor: $261,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: Community Bank, N.A.
Location: Syracuse, N.Y.
TPM: Invest Financial
# of advisors program managers oversees: 27
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1.2 billion
2013 Team Production: $7 million
Production per advisor: $261,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>31.</b>
Name: Brent Smith
Bank: Susquehanna Bank
Location: King of Prussia, Pa.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 25
# of LBEs program manager oversees: 58
Team AUM (12/31/13): $1.2 billion
2013 Team Production: $9 million
Production per advisor: $359,000
Producing manager? Yes
Decide what products are on the shelf? Yes
Bank: Susquehanna Bank
Location: King of Prussia, Pa.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 25
# of LBEs program manager oversees: 58
Team AUM (12/31/13): $1.2 billion
2013 Team Production: $9 million
Production per advisor: $359,000
Producing manager? Yes
Decide what products are on the shelf? Yes
<b>30.</b>
Name: Ken Wren Jr.
Bank: Towne Bank
Location: Suffolk, Va.
TPM: Raymond James
# of advisors program managers oversees: 9
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1.1 billion
2013 Team Production: $5.8 million
Production per advisor: $642,000
Producing manager? Yes
Decide what products are on the shelf? No
Bank: Towne Bank
Location: Suffolk, Va.
TPM: Raymond James
# of advisors program managers oversees: 9
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $1.1 billion
2013 Team Production: $5.8 million
Production per advisor: $642,000
Producing manager? Yes
Decide what products are on the shelf? No
<b>29.</b>
Name: Waylon Peterson
Bank: Teachers Credit Union
Location: South Bend, Ind.
TPM: CUNA Brokerage Services
# of advisors program managers oversees: 9
# of LBEs program manager oversees: 3
Team AUM (12/31/13): $523 million
2013 Team Production: $3.2 million
Production per advisor: $345,000
Producing manager? Yes
Decide what products are on the shelf? No
Bank: Teachers Credit Union
Location: South Bend, Ind.
TPM: CUNA Brokerage Services
# of advisors program managers oversees: 9
# of LBEs program manager oversees: 3
Team AUM (12/31/13): $523 million
2013 Team Production: $3.2 million
Production per advisor: $345,000
Producing manager? Yes
Decide what products are on the shelf? No
<b>28.</b>
Name: David Wick
Bank: Heartland Financial USA
Location: Dubuque, Iowa
TPM: LPL Financial
# of advisors program managers oversees: 15
# of LBEs program manager oversees: 26
Team AUM (12/31/13): $623 million
2013 Team Production $3.9 million
Production per advisor: $259,000
Producing manager? No
Decide what products are on the shelf? No
Bank: Heartland Financial USA
Location: Dubuque, Iowa
TPM: LPL Financial
# of advisors program managers oversees: 15
# of LBEs program manager oversees: 26
Team AUM (12/31/13): $623 million
2013 Team Production $3.9 million
Production per advisor: $259,000
Producing manager? No
Decide what products are on the shelf? No
<b>27.</b>
Name: Matt Snively
Bank: Eli Lilly Federal Credit Union
Location: Indianapolis, Ind.
TPM: LPL Financial
# of advisors program managers oversees: 6
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $425 million
2013 Team Production: $2.9 million
Production per advisor: $483,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: Eli Lilly Federal Credit Union
Location: Indianapolis, Ind.
TPM: LPL Financial
# of advisors program managers oversees: 6
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $425 million
2013 Team Production: $2.9 million
Production per advisor: $483,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>26.</b>
Name: Jules Mbogi
Bank: United Nations Federal Credit Union
Location: New York, NY
TPM: Raymond James
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $197 million
2013 Team Production: $4.2 million
Production per advisor: $521,000
Producing manager? Yes
Decide what products are on the shelf? No
Bank: United Nations Federal Credit Union
Location: New York, NY
TPM: Raymond James
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $197 million
2013 Team Production: $4.2 million
Production per advisor: $521,000
Producing manager? Yes
Decide what products are on the shelf? No
<b>25.</b>
Name: Todd Shobert
Bank: Washington State Employees Credit Union
Location: Olympia, Wash.
TPM: LPL Financial
# of advisors program managers oversees: 11
# of LBEs program manager oversees: 1
Team AUM (12/31/13): $224 million
2013 Team Production: $1.9 million
Production per advisor: $175,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: Washington State Employees Credit Union
Location: Olympia, Wash.
TPM: LPL Financial
# of advisors program managers oversees: 11
# of LBEs program manager oversees: 1
Team AUM (12/31/13): $224 million
2013 Team Production: $1.9 million
Production per advisor: $175,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>24.</b>
Name: Kim Scalzitti
Bank: MB Financial
Location: Rosemont, Ill.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 14
# of LBEs program manager oversees: 90
Team AUM (12/31/13): $794 million
2013 Team Production: $4.8 million
Production per advisor: $214,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: MB Financial
Location: Rosemont, Ill.
TPM: Cetera Financial Institutions
# of advisors program managers oversees: 14
# of LBEs program manager oversees: 90
Team AUM (12/31/13): $794 million
2013 Team Production: $4.8 million
Production per advisor: $214,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>23.</b>
Name: Mark Hoaglin
Bank: Patelco Credit Union
Location: Pleasanton, Calif
TPM: CUSO Financial
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $454 million
2013 Team Production: $4.4 million
Production per advisor: $556,000
Producing manager? No
Decide what products are on the shelf? No
Bank: Patelco Credit Union
Location: Pleasanton, Calif
TPM: CUSO Financial
# of advisors program managers oversees: 8
# of LBEs program manager oversees: 0
Team AUM (12/31/13): $454 million
2013 Team Production: $4.4 million
Production per advisor: $556,000
Producing manager? No
Decide what products are on the shelf? No
<b>22.</b>
Name: Kenneth Ellspermann
Bank: Old National Bank
Location: Evansville, Ind.
TPM: LPL Financial
# of advisors program managers oversees: 42
# of LBEs program manager oversees: 1
Team AUM (12/31/13): $2.2 billion
2013 Team Production: $16 million
Production per advisor: $381,000
Producing manager? No
Decide what products are on the shelf? Yes
Bank: Old National Bank
Location: Evansville, Ind.
TPM: LPL Financial
# of advisors program managers oversees: 42
# of LBEs program manager oversees: 1
Team AUM (12/31/13): $2.2 billion
2013 Team Production: $16 million
Production per advisor: $381,000
Producing manager? No
Decide what products are on the shelf? Yes
<b>21.</b>
Name: Arthur Hornak
Bank: Sun National Bank
Location: Freehold, NJ
TPM: Invest Financial
# of advisors program managers oversees: 10
# of LBEs program manager oversees: 12
Team AUM (12/31/13): $332 million
2013 Team Production: $3.1 million
Production per advisor: $312,000
Producing manager? Yes
Decide what products are on the shelf? Yes
Bank: Sun National Bank
Location: Freehold, NJ
TPM: Invest Financial
# of advisors program managers oversees: 10
# of LBEs program manager oversees: 12
Team AUM (12/31/13): $332 million
2013 Team Production: $3.1 million
Production per advisor: $312,000
Producing manager? Yes
Decide what products are on the shelf? Yes
