Top 20 program managers in the bank channel
May 4, 2016 8:29 AM
Top 20 program managers
After scouring the industry for the best managers in the bank channel, here is our annual Top 20 Program Managers ranking.
Our list is designed to recognize the most successful bank and credit union managers in several criteria, including the number of advisors they oversee, team assets under management, team production, percentage growth in team AUM, percentage growth in team production and production per advisor.
We strive to use variables that account for size (of the program, of AUM and production) as well as metrics that capture growth and efficiency. That way, we feel we create a list of well-rounded professionals, as opposed to those who excel in one area but fall short in others.
Our list is designed to recognize the most successful bank and credit union managers in several criteria, including the number of advisors they oversee, team assets under management, team production, percentage growth in team AUM, percentage growth in team production and production per advisor.
We strive to use variables that account for size (of the program, of AUM and production) as well as metrics that capture growth and efficiency. That way, we feel we create a list of well-rounded professionals, as opposed to those who excel in one area but fall short in others.
20. Louis Mastropietro
Bank/TPM: Astoria Bank/LPL Financial
Location: Lack Success. N.Y.
Number of advisors 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 advisor: $398,752
Location: Lack Success. N.Y.
Number of advisors 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 advisor: $398,752
19. Michael George
Bank/TPM: Fulton Financial Advisors/Raymond James
Location: Lancaster, Pa.
Number of advisors on team: 44
2015 team AUM: $2.8 billion
2014 team AUM: $2.8 billion
2015 team production: $22.1 million
2014 team production: $22.5 million
2015 Average production per advisor: $492,246
Location: Lancaster, Pa.
Number of advisors on team: 44
2015 team AUM: $2.8 billion
2014 team AUM: $2.8 billion
2015 team production: $22.1 million
2014 team production: $22.5 million
2015 Average production per advisor: $492,246
18. Jim Badge
Bank/TPM: DFCU Financial/CUSO Financial
Location: Dearborn, Mich
Number of advisors 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 advisor: $674,747
Location: Dearborn, Mich
Number of advisors 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 advisor: $674,747
17. Nancy Almond
Bank/TPM: Columbia Bank/Cetera
Location: Tocoma, Wash.
Number of advisors on team: 18
2015 team AUM: $234.8 million
2014 team AUM: $193.7 million
2015 team production: $8.1 million
2014 team production: $7.2 million
2015 Average production per advisor: $405,665
Location: Tocoma, Wash.
Number of advisors on team: 18
2015 team AUM: $234.8 million
2014 team AUM: $193.7 million
2015 team production: $8.1 million
2014 team production: $7.2 million
2015 Average production per advisor: $405,665
16. Kristen Vitale
Bank/TPM: First Midwest Bank/LPL Financial
Location: Itasca, Ill.
Number of advisors on team: 32
2015 team AUM: $1.0 billion
2014 team AUM: $977.1 million
2015 team production: $8.7 million
2014 team production: $7.6 million
2015 Average production per advisor: $336,997
Location: Itasca, Ill.
Number of advisors on team: 32
2015 team AUM: $1.0 billion
2014 team AUM: $977.1 million
2015 team production: $8.7 million
2014 team production: $7.6 million
2015 Average production per advisor: $336,997
15. Denise Togger
Bank/TPM: Union Investment Services/Raymond James
Location: Henrico, Va.
Number of advisors 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 advisor: $373,495
Location: Henrico, Va.
Number of advisors 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 advisor: $373,495
14. Chad Waddoups
Bank/TPM: Mountain America Credit Union/LPL Financial
Location: West Jordan, Utah
Number of advisors on team: 31
2015 team AUM: $658.9 million
2014 team AUM: $582.2 million
2015 team production: $8.0 million
2014 team production: $6.9 million
2015 Average production per advisor: $320,969
Location: West Jordan, Utah
Number of advisors on team: 31
2015 team AUM: $658.9 million
2014 team AUM: $582.2 million
2015 team production: $8.0 million
2014 team production: $6.9 million
2015 Average production per advisor: $320,969
13. Drue Anderson
Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 52
2015 team AUM: $4.6 billion
2014 team AUM: $4.7 billion
2015 team production: $33.0 million
2014 team production: $35.5 million
2015 Average production per advisor: $687,820
Location: New York
Number of advisors on team: 52
2015 team AUM: $4.6 billion
2014 team AUM: $4.7 billion
2015 team production: $33.0 million
2014 team production: $35.5 million
2015 Average production per advisor: $687,820
12. Scott Jenner
Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
Number of advisors 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 advisor: $706,314
Location: Rocklin, Calif.
Number of advisors 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 advisor: $706,314
11. Chris Alexis
Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 43
2015 team AUM: $3.2 billion
2014 team AUM: $3.1 billion
2015 team production: $23.9 million
2014 team production: $24.3 million
2015 Average production per advisor: $630,099
Location: New York
Number of advisors on team: 43
2015 team AUM: $3.2 billion
2014 team AUM: $3.1 billion
2015 team production: $23.9 million
2014 team production: $24.3 million
2015 Average production per advisor: $630,099
10. Gary Collier
Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
Number of advisors on team: 18
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $11.9 million
2014 team production: $11.2 million
2015 Average production per advisor: $747,730
Location: Nashville, Tenn.
Number of advisors on team: 18
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $11.9 million
2014 team production: $11.2 million
2015 Average production per advisor: $747,730
9. Judy Meyers
Bank/TPM: Citigroup
Location: New York
Number of advisors 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 advisor: $635,844
Location: New York
Number of advisors 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 advisor: $635,844
8. Brian Voss
Bank/TPM: NBT Bank/LPL Financial
Location: Norwich, N.Y.
Number of advisors on team: 31
2015 team AUM: $1.0 billion
2014 team AUM: $989 million
2015 team production: $8.2 million
2014 team production: $7.5 million
2015 Average production per advisor: $294,500
Location: Norwich, N.Y.
Number of advisors on team: 31
2015 team AUM: $1.0 billion
2014 team AUM: $989 million
2015 team production: $8.2 million
2014 team production: $7.5 million
2015 Average production per advisor: $294,500
7. Peter Hong
Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 31
2015 team AUM: $2.1 billion
2014 team AUM: $1.8 billion
2015 team production: $11.3 million
2014 team production: $10.4 million
2015 Average production per advisor: $435,333
Location: New York
Number of advisors on team: 31
2015 team AUM: $2.1 billion
2014 team AUM: $1.8 billion
2015 team production: $11.3 million
2014 team production: $10.4 million
2015 Average production per advisor: $435,333
6. Ken Wren, Jr.
Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
Number of advisors on team: 13
2015 team AUM: $1.4 billion
2014 team AUM: $1.1 billion
2015 team production: $7.6 million
2014 team production: $6.7 million
2015 Average production per advisor: $760,466
Location: Suffolk, Va.
Number of advisors on team: 13
2015 team AUM: $1.4 billion
2014 team AUM: $1.1 billion
2015 team production: $7.6 million
2014 team production: $6.7 million
2015 Average production per advisor: $760,466
5. Melanie Weischwill
Bank/TPM: Prosperity Bank/Cetera
Location: Victoria, Texas
Number of advisors on team: 14
2015 team AUM: $1.2 billion
2014 team AUM: $1.1 billion
2015 team production: $8.8 million
2014 team production: $7.3 million
2015 Average production per advisor: $630,900
Location: Victoria, Texas
Number of advisors on team: 14
2015 team AUM: $1.2 billion
2014 team AUM: $1.1 billion
2015 team production: $8.8 million
2014 team production: $7.3 million
2015 Average production per advisor: $630,900
4. Steve Kruchten
Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
Number of advisors 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 advisor: $533,360
Location: Saint Louis Park, Minn.
Number of advisors 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 advisor: $533,360
3. Walter Scheide
Bank/TPM: PNC
Location: Seven Fields. Pa.
Number of advisors on team: 19
2015 team AUM: $1.6 billion
2014 team AUM: $1.5 billion
2015 team production: $12.1 million
2014 team production: $10.3 million
2015 Average production per advisor: 654,000
Location: Seven Fields. Pa.
Number of advisors on team: 19
2015 team AUM: $1.6 billion
2014 team AUM: $1.5 billion
2015 team production: $12.1 million
2014 team production: $10.3 million
2015 Average production per advisor: 654,000
2. Bill Auriemma
Bank/TPM: Wells Fargo
Location: McLean, Va.
Number of advisors 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 advisor: $721,000
Location: McLean, Va.
Number of advisors 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 advisor: $721,000
1. Nick Bellino
Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
Number of advisors on team: 35
2015 team AUM: $1.7 billon
2014 team AUM: $1.6 billion
2015 team production: $14.2 million
2014 team production: $12 million
2015 Average production per advisor: $418,000
Location: Pittsburgh, Pa.
Number of advisors on team: 35
2015 team AUM: $1.7 billon
2014 team AUM: $1.6 billion
2015 team production: $14.2 million
2014 team production: $12 million
2015 Average production per advisor: $418,000
