Ranking the Most Productive Program Managers
June 25, 2013 3:18 PM
Ranking the Most Productive Program Managers
Here we present yet a new look at our Top 20 Program Managers list, reshuffled and ranked by production per advisor (and then we cut it down to just the top 10). The main list in May used a composite score using multiple variables. Beside each name listed here, we show where they ranked in the main top-20 list.
Since the main listing in May, weve also listed our managers by number of full-time advisors on their teams and ""> increase in team AUM .
And in case you missed it, heres the original list:
Since the main listing in May, weve also listed our managers by number of full-time advisors on their teams and ""> increase in team AUM .
And in case you missed it, heres the original list:
<b>10. Michael Petramalo (9)</b>
Bank: Wells Fargo
Location: Miami, Fla.
TPM: none
Production per advisor: $520,000
2012 team production: $26 million
Location: Miami, Fla.
TPM: none
Production per advisor: $520,000
2012 team production: $26 million
<b>9. Douglas Wicks (20)</b>
Bank: Kinecta Federal Credit Union
Location: Manhattan Beach, Calif.
TPM: LPL Financial
Production per advisor: $538,421
2012 team production: $8.6 million
Location: Manhattan Beach, Calif.
TPM: LPL Financial
Production per advisor: $538,421
2012 team production: $8.6 million
<b>8. Leo Iacobelli (2)</b>
Bank: ESL Federal Credit Union
Location: Rochester, NY
TPM: LPL Financial
Production per advisor: $572,000
2012 team production: $7.2 million
Location: Rochester, NY
TPM: LPL Financial
Production per advisor: $572,000
2012 team production: $7.2 million
<b>7. Ken Wren Jr. (13)</b>
Bank: TowneBank
Location: Suffolk, Va.
TPM: Raymond James
Production per advisor: $577,000
2012 team production: $5.2 million
Location: Suffolk, Va.
TPM: Raymond James
Production per advisor: $577,000
2012 team production: $5.2 million
<b>6. Jules Mbogi (14)</b>
Bank: United Nations Federal Credit Union
Location: New York
TPM: Raymond James
Production per advisor: $603,470
2012 team production: $2.4 million
Location: New York
TPM: Raymond James
Production per advisor: $603,470
2012 team production: $2.4 million
<b>5. Drue Anderson (3)</b>
Bank: Citibank
Location: New York
TPM: none
Production per advisor: $614,000
2012 team production: $26.7 million
Location: New York
TPM: none
Production per advisor: $614,000
2012 team production: $26.7 million
<b>4. Tim Ratty (10)</b>
Bank: Wells Fargo
Location: Fort Lauderdale, Fla.
TPM: none
Production per advisor: $657,000
2012 team production: $23 million
Location: Fort Lauderdale, Fla.
TPM: none
Production per advisor: $657,000
2012 team production: $23 million
<b>3. Jack Nelson (18) </b>
Bank: Johnson Bank
Location: Racine, Wis.
TPM: Invest Financial
Production per advisor: $662,000
2012 team production: $6 million
Location: Racine, Wis.
TPM: Invest Financial
Production per advisor: $662,000
2012 team production: $6 million
<b>2. Alec Ardito (7)</b>
Bank: Wells Fargo
Location: West Palm Beach, Fla.
TPM: none
Production per advisor: $710,454
2012 team production: $31.3 million
Location: West Palm Beach, Fla.
TPM: none
Production per advisor: $710,454
2012 team production: $31.3 million
<b>1. Kevin Walrath (16)</b>
Bank: Northwest Federal Credit Union
Location: Herndon, Va.
TPM: LPL Financial
Production per advisor: 831,360
2012 team production: $5.8 million
Location: Herndon, Va.
TPM: LPL Financial
Production per advisor: 831,360
2012 team production: $5.8 million
