Top bank advisers (76-100)
November 23, 2015 8:12 AM
Top bank advisers (76-100)
Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50. These advisers ranked 51 through 100 in our analysis.
Today, we are showcasing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75.
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.
Today, we are showcasing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75.
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.
100. Bob Leibham
Bank: Johnson Bank
Location: Brookfield, Wis.
TPM: Invest Financial
2015 AUM: $106.6 million
2015 production: $580,000
Fee business: 60%
Years in current position: 13
Total years as FA: 18
Location: Brookfield, Wis.
TPM: Invest Financial
2015 AUM: $106.6 million
2015 production: $580,000
Fee business: 60%
Years in current position: 13
Total years as FA: 18
99. Chi Mak
Bank: Flushing Bank
Location: Uniondale, N.Y.
TPM: Essex National
2015 AUM: $93 million
2015 production: $664,000
Fee business: 0%
Years in current position: 6
Total years as FA: 10
Location: Uniondale, N.Y.
TPM: Essex National
2015 AUM: $93 million
2015 production: $664,000
Fee business: 0%
Years in current position: 6
Total years as FA: 10
98. Matthew Obradovich
Bank: New York Community
Location: South Euclid, N.Y.
TPM: LPL
2015 AUM: $81 million
2015 production: $731,000
Fee business: 25%
Years in current position: 4
Total years as FA: 16
Location: South Euclid, N.Y.
TPM: LPL
2015 AUM: $81 million
2015 production: $731,000
Fee business: 25%
Years in current position: 4
Total years as FA: 16
97. Zachary Archer
Bank: Bank of Oklahoma
Location: Edmond, Okla.
TPM: BOSC
2015 AUM: $82 million
2015 production: $927,000
Fee business: 10%
Years in current position: 5
Total years as FA: 14
Location: Edmond, Okla.
TPM: BOSC
2015 AUM: $82 million
2015 production: $927,000
Fee business: 10%
Years in current position: 5
Total years as FA: 14
96. Matt Lawler
Bank: F&M Bank
Location: South Sioux City, Neb.
TPM: Securities America
2015 AUM: $65 million
2015 production: $514,000
Fee business: 43%
Years in current position: 20
Total years as FA: 25
Location: South Sioux City, Neb.
TPM: Securities America
2015 AUM: $65 million
2015 production: $514,000
Fee business: 43%
Years in current position: 20
Total years as FA: 25
95. Rob Jacobsen
Bank: Johnson Bank
Location: Racine, Wis.
TPM: Invest Financial
2015 AUM: $231 million
2015 production: $1.8 million
Fee business: 0%
Years in current position: 29
Total years as FA: 29
Location: Racine, Wis.
TPM: Invest Financial
2015 AUM: $231 million
2015 production: $1.8 million
Fee business: 0%
Years in current position: 29
Total years as FA: 29
94. Clayton Bentzen
Bank: Central Bank
Location: Warrensburg, Mo.
TPM: Invest Financial
2015 AUM: $22.2 million
2015 production: $336,000
Fee business: 2%
Years in current position: 5
Total years as FA: 6
Location: Warrensburg, Mo.
TPM: Invest Financial
2015 AUM: $22.2 million
2015 production: $336,000
Fee business: 2%
Years in current position: 5
Total years as FA: 6
93. Todd Perry
Bank: PNC Bank
Location: Camp Hill, Pa.
TPM: none
2015 AUM: $176.1 million
2015 production: $1.3 million
Fee business: 46%
Years in current position: 4
Total years as FA: 12
Location: Camp Hill, Pa.
TPM: none
2015 AUM: $176.1 million
2015 production: $1.3 million
Fee business: 46%
Years in current position: 4
Total years as FA: 12
92. Thomas Dunker
Bank: The F&M Bank
Location: Galesburg, Ill.
TPM: LPL
2015 AUM: $90 million
2015 production: $890,000
Fee business: 36%
Years in current position: 13
Total years as FA: 18
Location: Galesburg, Ill.
TPM: LPL
2015 AUM: $90 million
2015 production: $890,000
Fee business: 36%
Years in current position: 13
Total years as FA: 18
91. Carolyn McLemore
Bank: Trustmark National Bank
Location: Jackson, Miss.
TPM: LPL
2015 AUM: $87 million
2015 production: $688,000
Fee business: 79%
Years in current position: 14
Total years as FA: 20
Location: Jackson, Miss.
TPM: LPL
2015 AUM: $87 million
2015 production: $688,000
Fee business: 79%
Years in current position: 14
Total years as FA: 20
90. Beverly Gleason
Bank: Washington Trust Bank
Location: Spokane, Wash.
TPM: Cetera
2015 AUM: $160.8 million
2015 production: $1.5 million
Fee business: 0%
Years in current position: 17
Total years as FA: 17
Location: Spokane, Wash.
TPM: Cetera
2015 AUM: $160.8 million
2015 production: $1.5 million
Fee business: 0%
Years in current position: 17
Total years as FA: 17
89. Jay Burkett
Bank: United Community Banks
Location: Cleveland, Ga.
TPM: Invest Financial
2015 AUM: $79.4 million
2015 production: $1.2 million
Fee business: 3%
Years in current position: 15
Total years as FA: 18
Location: Cleveland, Ga.
TPM: Invest Financial
2015 AUM: $79.4 million
2015 production: $1.2 million
Fee business: 3%
Years in current position: 15
Total years as FA: 18
88. John Haugh
Bank: Five Star Bank
Location: Warsaw, N.Y.
TPM: LPL
2015 AUM: $60 million
2015 production: $551 million
Fee business: 12%
Years in current position: 16
Total years as FA: 16
Location: Warsaw, N.Y.
TPM: LPL
2015 AUM: $60 million
2015 production: $551 million
Fee business: 12%
Years in current position: 16
Total years as FA: 16
87. Alex Marks
Bank: Citibank
Location: Chicago
TPM: none
2015 AUM: $519 million
2015 production: $3 million
Fee business: 51%
Years in current position: 26
Total years as FA: 27
Location: Chicago
TPM: none
2015 AUM: $519 million
2015 production: $3 million
Fee business: 51%
Years in current position: 26
Total years as FA: 27
86. Harold Harris
Bank: Trustmark National Bank
Location: Meridian, Miss
TPM: LPL
2015 AUM: $130.7 million
2015 production: $1.5 million
Fee business: 0%
Years in current position: 9%
Total years as FA: 28%
Location: Meridian, Miss
TPM: LPL
2015 AUM: $130.7 million
2015 production: $1.5 million
Fee business: 0%
Years in current position: 9%
Total years as FA: 28%
85. Gene Songy
Bank: South Louisiana Bank
Location: Houma, La.
TPM: Investment Centers of America
2015 AUM: $51.9 million
2015 production: $458,000
Fee business: 63%
Years in current position: 4
Total years as FA: 5
Location: Houma, La.
TPM: Investment Centers of America
2015 AUM: $51.9 million
2015 production: $458,000
Fee business: 63%
Years in current position: 4
Total years as FA: 5
84. Peter Shieh
Bank: Citibank
Location: Rowland Heights, Calif.
TPM: none
2015 AUM: $244.2 million
2015 production: $1.7 million
Fee business: 50%
Years in current position: 9
Total years as FA: 13
Location: Rowland Heights, Calif.
TPM: none
2015 AUM: $244.2 million
2015 production: $1.7 million
Fee business: 50%
Years in current position: 9
Total years as FA: 13
83. James Hare
Bank: Pinnacle Bank
Location: Raymond James
TPM: Nashville, Tenn
2015 AUM: $128.1 million
2015 production: $1.2 million
Fee business: 95%
Years in current position: 8
Total years as FA: 16
Location: Raymond James
TPM: Nashville, Tenn
2015 AUM: $128.1 million
2015 production: $1.2 million
Fee business: 95%
Years in current position: 8
Total years as FA: 16
82. Michael Tarantino
Bank: Home State Bank
Location: Fort Collins, Colo.
TPM: Investment Center of America
2015 AUM: $51 million
2015 production: $350,000
Fee business: 91%
Years in current position: 11
Total years as FA: 13
Location: Fort Collins, Colo.
TPM: Investment Center of America
2015 AUM: $51 million
2015 production: $350,000
Fee business: 91%
Years in current position: 11
Total years as FA: 13
81. Paul Atala
Bank: Citibank
Location: New York
TPM: none
2015 AUM: $101.6 million
2015 production: $802,000
Fee business: 42%
Years in current position: 3
Total years as FA: 7
Location: New York
TPM: none
2015 AUM: $101.6 million
2015 production: $802,000
Fee business: 42%
Years in current position: 3
Total years as FA: 7
80. Steve Germany
Bank: Bank of Texas
Location: Grapevine, Texas
TPM: BOSC
2015 AUM: $130.5 million
2015 production: $873,000
Fee business: 15%
Years in current position: 8
Total years as FA: 19
Location: Grapevine, Texas
TPM: BOSC
2015 AUM: $130.5 million
2015 production: $873,000
Fee business: 15%
Years in current position: 8
Total years as FA: 19
79. Brett Everhart
Bank: First Tech Federal C.U. (Addison Avenue Investments)
Location: San Diego
TPM: Raymond James
2015 AUM: $167.8 million
2015 production: $1.5 million
Fee business: 39
Years in current position: 3
Total years as FA: 32
Location: San Diego
TPM: Raymond James
2015 AUM: $167.8 million
2015 production: $1.5 million
Fee business: 39
Years in current position: 3
Total years as FA: 32
78. Greg Silva
Bank: Webster Bank
Location: Cranston, R.I.
TPM: LPL
2015 AUM: $34 million
2015 production: $475,000
Fee business: 25%
Years in current position: 4
Total years as FA: 10
Location: Cranston, R.I.
TPM: LPL
2015 AUM: $34 million
2015 production: $475,000
Fee business: 25%
Years in current position: 4
Total years as FA: 10
77. Timothy Manning
Bank: First Niagara Bank
Location: Loudonville, N.Y.
TPM: LPL
2015 AUM: $112.2 million
2015 production: $676,000
Fee business: 40%
Years in current position: 6
Total years as FA: 20
Location: Loudonville, N.Y.
TPM: LPL
2015 AUM: $112.2 million
2015 production: $676,000
Fee business: 40%
Years in current position: 6
Total years as FA: 20
76. John McRae
Bank: Citizens National Bank
Location: Meridian, Mass
TPM: Raymond James
2015 AUM: $327.6 million
2015 production: $2.2 million
Fee business: 20%
Years in current position: 16
Total years as FA: 22
Location: Meridian, Mass
TPM: Raymond James
2015 AUM: $327.6 million
2015 production: $2.2 million
Fee business: 20%
Years in current position: 16
Total years as FA: 22
