Top bank advisers (1-25)
December 1, 2015 1:00 PM
Top bank advisers (1-25)
Finally, the best of the best: We're pleased to present our top bank advisers, numbers 1-25. Yesterday we highlighted numbers 26-50.
Our ranking is designed to recognize the most successful bank and credit union advisers 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.
Our ranking is designed to recognize the most successful bank and credit union advisers 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.
25. John Kane
Bank: Citadel
Location: West Chester, Pa.
TPM: CUSO Financial
2015 AUM: $133 million
2015 production: $1.1 million
Fee business: 59%
Years in current position: 9
Total years as FA: 9
Location: West Chester, Pa.
TPM: CUSO Financial
2015 AUM: $133 million
2015 production: $1.1 million
Fee business: 59%
Years in current position: 9
Total years as FA: 9
24. Evan Mayer
Bank: Suntrust
Location: Boca Raton, Fla.
TPM: none
2015 AUM: $60 million
2015 production: $1 million
Fee business: 60%
Years in current position: 3
Total years as FA: 12
Location: Boca Raton, Fla.
TPM: none
2015 AUM: $60 million
2015 production: $1 million
Fee business: 60%
Years in current position: 3
Total years as FA: 12
23. Christopher Barron
Bank: Citibank
Location: New York
TPM: none
2015 AUM: $192.9 million
2015 production: $1.4 million
Fee business: 75%
Years in current position: 9
Total years as FA: 17
Location: New York
TPM: none
2015 AUM: $192.9 million
2015 production: $1.4 million
Fee business: 75%
Years in current position: 9
Total years as FA: 17
22. Patrick Faulkner
Monarch Bank
Williamsburg, Va.
TPM: Raymond James
2015 AUM: $164.6 million
2015 production: $1.2 million
Fee business: 72%
Years in current position: 3
Total years as FA: 30
Williamsburg, Va.
TPM: Raymond James
2015 AUM: $164.6 million
2015 production: $1.2 million
Fee business: 72%
Years in current position: 3
Total years as FA: 30
21. Steven Kennedy
Bank: TowneBank
Location: Newport News, Va.
TPM: Raymond James
2015 AUM: $222.8 million
2015 production: $2 million
Fee business: 57%
Years in current position: 10
Total years as FA: 28
Location: Newport News, Va.
TPM: Raymond James
2015 AUM: $222.8 million
2015 production: $2 million
Fee business: 57%
Years in current position: 10
Total years as FA: 28
20. Alex Joannides
Bank: Wells Fargo
Location: Anchorage, Alaska
TPM: none
2015 AUM: $102 million
2015 production: $998,000
Fee business: 93%
Years in current position: 7
Total years as FA: 8
Location: Anchorage, Alaska
TPM: none
2015 AUM: $102 million
2015 production: $998,000
Fee business: 93%
Years in current position: 7
Total years as FA: 8
19. Chuck Rood
Bank: Wells Fargo
Location: Portland, Ore.
TPM: none
2015 AUM: $208.9 million
2015 production: $1.4 million
Fee business: 90%
Years in current position: 6
Total years as FA: 18
Location: Portland, Ore.
TPM: none
2015 AUM: $208.9 million
2015 production: $1.4 million
Fee business: 90%
Years in current position: 6
Total years as FA: 18
18. Paul Mancuso Jr.
Bank: Community Bank of Parkersburg
Location: Parkersburg, W.V.
TPM: Cetera
2015 AUM: $95.2 million
2015 production: $1.2 million
Fee business: 11%
Years in current position: 16
Total years as FA: 18
Location: Parkersburg, W.V.
TPM: Cetera
2015 AUM: $95.2 million
2015 production: $1.2 million
Fee business: 11%
Years in current position: 16
Total years as FA: 18
17. Adam Nieto
Bank: Fremont Bank
Location: Fremont, Calif.
TPM: Sorrento Pacific
2015 AUM: $284.7 million
2015 production: $3.2 million
Fee business: 1%
Years in current position: 13
Total years as FA: 26
Location: Fremont, Calif.
TPM: Sorrento Pacific
2015 AUM: $284.7 million
2015 production: $3.2 million
Fee business: 1%
Years in current position: 13
Total years as FA: 26
16. Kristopher Samiec
Bank: PNC Bank
Location: Chicago
TPM: none
2015 AUM: $54.8 million
2015 production: $653,000
Fee business: 70%
Years in current position: 4
Total years as FA: 18
Location: Chicago
TPM: none
2015 AUM: $54.8 million
2015 production: $653,000
Fee business: 70%
Years in current position: 4
Total years as FA: 18
15. Randall Krenzin
Bank: Wells Fargo
Location: San Jose, Calif.
TPM: none
2015 AUM: $494 million
2015 production: $3.3 million
Fee business: 71%
Years in current position: 8
Total years as FA: 22
Location: San Jose, Calif.
TPM: none
2015 AUM: $494 million
2015 production: $3.3 million
Fee business: 71%
Years in current position: 8
Total years as FA: 22
14. Gregory Scott
Bank: Summit Bank
Location: Panama City, Fla.
TPM: Raymond James
2015 AUM: $193.8 million
2015 production: $1.5 million
Fee business: 85%
Years in current position: 7
Total years as FA: 13
Location: Panama City, Fla.
TPM: Raymond James
2015 AUM: $193.8 million
2015 production: $1.5 million
Fee business: 85%
Years in current position: 7
Total years as FA: 13
13. Kin Vinson
Bank: Wells Fargo
Location: Charlotte, N.C.
TPM: none
2015 AUM: $300 million
2015 production: $2 million
Fee business: 75%
Years in current position: 9
Total years as FA: 12
Location: Charlotte, N.C.
TPM: none
2015 AUM: $300 million
2015 production: $2 million
Fee business: 75%
Years in current position: 9
Total years as FA: 12
12. Julian Cruz
Bank: IBC Bank
Location: McAllen, Texas
TPM: LPL
2015 AUM: $134 million
2015 production: $1.3 million
Fee business: 11%
Years in current position: 8
Total years as FA: 11
Location: McAllen, Texas
TPM: LPL
2015 AUM: $134 million
2015 production: $1.3 million
Fee business: 11%
Years in current position: 8
Total years as FA: 11
11. William Oliver
Bank: Wells Fargo
Location: Charlotte, N.C.
TPM: none
2015 AUM: $1.1 billion
2015 production: $6.9 million
Fee business: 85%
Years in current position: 9
Total years as FA: 18
Location: Charlotte, N.C.
TPM: none
2015 AUM: $1.1 billion
2015 production: $6.9 million
Fee business: 85%
Years in current position: 9
Total years as FA: 18
10. William Murphy
Bank: Wells Fargo
Location: The Woodlands, Texas
TPM: none
2015 AUM: $345 million
2015 production: $2.3 million
Fee business: 75%
Years in current position: 7
Total years as FA: 11
Location: The Woodlands, Texas
TPM: none
2015 AUM: $345 million
2015 production: $2.3 million
Fee business: 75%
Years in current position: 7
Total years as FA: 11
9. Paul Stetter Jr.
Bank: Fulton Bank
Location: Ephrata, Pa.
TPM: Raymond James
2015 AUM: $182.1 million
2015 production: $1.8 million
Fee business: 65%
Years in current position: 7
Total years as FA: 13
Location: Ephrata, Pa.
TPM: Raymond James
2015 AUM: $182.1 million
2015 production: $1.8 million
Fee business: 65%
Years in current position: 7
Total years as FA: 13
8. Greg Manning
Bank: Citibank
Location: Stamford, Conn.
TPM: none
2015 AUM: $117.5 million
2015 production: $2.9 million
Fee business: 13%
Years in current position: 3
Total years as FA: 31
Location: Stamford, Conn.
TPM: none
2015 AUM: $117.5 million
2015 production: $2.9 million
Fee business: 13%
Years in current position: 3
Total years as FA: 31
7. Robert Reich
Bank: Wells Fargo
Location: McLean, Va.
TPM: none
2015 AUM: $515.2 million
2015 production: $3.8 million
Fee business: 93%
Years in current position: 7
Total years as FA: 23
Location: McLean, Va.
TPM: none
2015 AUM: $515.2 million
2015 production: $3.8 million
Fee business: 93%
Years in current position: 7
Total years as FA: 23
6. Derek Oglesby
Bank: Wells Fargo
Location: Simpsonville, S.C.
TPM: none
2015 AUM: $243.5 million
2015 production: $2.2 million
Fee business: 58%
Years in current position: 7
Total years as FA: 14
Location: Simpsonville, S.C.
TPM: none
2015 AUM: $243.5 million
2015 production: $2.2 million
Fee business: 58%
Years in current position: 7
Total years as FA: 14
5. Russell Cesari
Bank: Northwest Federal Credit Union
Location: Herndon, Va.
TPM: LPL
2015 AUM: $549 million
2015 production: $5.4 million
Fee business: 93%
Years in current position: 15
Total years as FA: 18
Location: Herndon, Va.
TPM: LPL
2015 AUM: $549 million
2015 production: $5.4 million
Fee business: 93%
Years in current position: 15
Total years as FA: 18
4. Emile Abinader
Bank: Citibank
Location: Granada Hills, Calif.
TPM: none
2015 AUM: $369.3 million
2015 production: $4 million
Fee business: 79%
Years in current position: 13
Total years as FA: 15
Location: Granada Hills, Calif.
TPM: none
2015 AUM: $369.3 million
2015 production: $4 million
Fee business: 79%
Years in current position: 13
Total years as FA: 15
3. Jason Holland
Bank: Wells Fargo
Location: Dallas, Texas
TPM: none
2015 AUM: $221.2 million
2015 production: $2.2 million
Fee business: 80%
Years in current position: 10
Total years as FA: 16
Location: Dallas, Texas
TPM: none
2015 AUM: $221.2 million
2015 production: $2.2 million
Fee business: 80%
Years in current position: 10
Total years as FA: 16
2. James Christy
Bank: Northwest Federal Credit Union
Location: Herndon. Va.
TPM: LPL
2015 AUM: $250.7 million
2015 production: $2.4 million
Fee business: 85%
Years in current position: 12
Total years as FA: 12
Location: Herndon. Va.
TPM: LPL
2015 AUM: $250.7 million
2015 production: $2.4 million
Fee business: 85%
Years in current position: 12
Total years as FA: 12
1. Debra Alberto
Bank: Wells Fargo
Location: Clive, Iowa
TPM: none
2015 AUM: $260.6 million
2015 production: $1.8 million
Fee business: 90%
Years in current position: 24
Total years as FA: 24
Location: Clive, Iowa
TPM: none
2015 AUM: $260.6 million
2015 production: $1.8 million
Fee business: 90%
Years in current position: 24
Total years as FA: 24
