Top Branch Managers at the Regionals
April 26, 2016 1:43 PM
Management pros devoted to advisor success
Advisors are recruited by branch managers and come to rely on them for guidance on how to grow AUM. These elite leaders also serve liaisons with the main office.
About 30% of On Wall Street's top 100 branch managers work for the largest regional brokerages in wealth management. Find out which firms are represented by these respected bosses, each nominated for the list by advisors.
Click through our slideshow to learn more.
About 30% of On Wall Street's top 100 branch managers work for the largest regional brokerages in wealth management. Find out which firms are represented by these respected bosses, each nominated for the list by advisors.
Click through our slideshow to learn more.
Ameriprise
Christopher Davidson, Clearwater, Fla.
Image: Bloomberg
Image: Bloomberg
Baird
*Adam Persily, Roseville, Calif.
Paul Westphal, Mequon, Wis.
Brian Kurtz, Cleveland.
*Previously nominated.
Paul Westphal, Mequon, Wis.
Brian Kurtz, Cleveland.
*Previously nominated.
BB&T Scott & Stringfellow
Timothy Mann, Sr., Winston Salem, N.C.
J.P Morgan
Pete Secret, Atlanta.
Image: Bloomberg
Image: Bloomberg
Janney Montgomery Scott
Gordon Eide, Richmond, Va.
John Goles, Bel Air, Md.
Lawrence Richards, West Chester, Pa.
*George Keith, Darien, Conn.
*Previously nominated.
John Goles, Bel Air, Md.
Lawrence Richards, West Chester, Pa.
*George Keith, Darien, Conn.
*Previously nominated.
Oppenheimer
Chad Allen, New York, N.Y.
Raymond James
Tony Barrett, Conshohocken, Pa.
*Rick Hartman, West Conshohocken, Pa.
*Brian Lampsa, Chicago.
*Rob Larmore, Atlanta.
*Michael O'Meara, St. Louis.
Dan Parker, Charleston, S.C.
Edward Sudzina, Clarkston, Mich.
William Theis, Beachwood, Ohio.
*Thomas Hirsch, Louisville, Ky.
Dan Kraus, Boca Raton, Fla.
*Previously nominated.
*Rick Hartman, West Conshohocken, Pa.
*Brian Lampsa, Chicago.
*Rob Larmore, Atlanta.
*Michael O'Meara, St. Louis.
Dan Parker, Charleston, S.C.
Edward Sudzina, Clarkston, Mich.
William Theis, Beachwood, Ohio.
*Thomas Hirsch, Louisville, Ky.
Dan Kraus, Boca Raton, Fla.
*Previously nominated.
RBC Wealth Management
*Scott Fergang, Paramus, N.J.
*John Moran, New York.
Skip Morton, Stamford, Conn.
*Ken Ross, Sewickley, Pa.
Amy Sturtevant, Washington.
Kirstin Turner, West Palm Beach, Fla.
*Previously nominated. Image: Bloomberg
*John Moran, New York.
Skip Morton, Stamford, Conn.
*Ken Ross, Sewickley, Pa.
Amy Sturtevant, Washington.
Kirstin Turner, West Palm Beach, Fla.
*Previously nominated. Image: Bloomberg
Waddell & Reed
Nick Miskov, Creve Coeur, Mo.
Edward Sweeney, Wyomissing, Pa.
Edward Sweeney, Wyomissing, Pa.
