Top Branch Managers at the Wirehouses
April 26, 2016 1:52 PM
Advisors make the picks
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.
Nearly 70% of On Wall Street's top 100 branch managers work for the largest 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.
Nearly 70% of On Wall Street's top 100 branch managers work for the largest 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.
Merrill Lynch
Peter Ardolino, Red Bank, N.J.
*Fred Brown, Montgomery, Ala.
Ronald Connors, San Jose, Calif.
David Donaldson, Chicago.
Gregory Melara, Mount Laurel, N.J.
*Nancy Olzack, Anchorage, Alaska.
Joe Powers, Columbia, S.C.
*Michael Rogers, Los Angeles.
*Michael Simonds, New York.
Greg Vonderhaar, Fort Mitchell, Ky.
*Previously nominated. Image: Bloomberg
*Fred Brown, Montgomery, Ala.
Ronald Connors, San Jose, Calif.
David Donaldson, Chicago.
Gregory Melara, Mount Laurel, N.J.
*Nancy Olzack, Anchorage, Alaska.
Joe Powers, Columbia, S.C.
*Michael Rogers, Los Angeles.
*Michael Simonds, New York.
Greg Vonderhaar, Fort Mitchell, Ky.
*Previously nominated. Image: Bloomberg
Morgan Stanley
*Bradley Barber, Greenwich, Conn.
Mark Boersma, Fort Lauderdale, Fla.
Scott Boylan, Baltimore, Md.
Mike Christians, Plano, Texas.
*Ben Firestein, New York.
Todd Frattura, Chesterfield, Mo.
*Nelson Gaertner, New York.
*Damon Gallagher, New York.
Greg Gangas, Tulsa, Okla.
Steven Gentile, Burlington, Vt.
Max Hilsman, Atlanta.
Steven Kirkland, Oklahoma City.
Brian Krueger, Woodlands Hills, Ca.
Patrick Langone, New York.
Rob McAllister, Vineland, N.J.
*Kevin McCarty, Miami.
*Cynthia Newman, Pasadena, Calif.
Clarke Octigan, Greenwood Village, Colo.
*Michael W. Outlaw, Atlanta.
*Rhonda Peluso, Little Falls. N.J.
*Robert Peyreigne, New York.
Scott Rash, Menlo Park, Calif.
Frank Roccisano, Louisville, Ky.
Thomas Russ, Pepper Pike, Ohio.
*Todd Sacks, Shrewsbury, N.J.
David Swartz, Wellesley, Mass.
*David Turetzky, New York.
William Van Scoyoc, Aventura, Fla.
Dean Wallace, Syracuse, N.Y.
*Previously nominated. Image: Bloomberg
Mark Boersma, Fort Lauderdale, Fla.
Scott Boylan, Baltimore, Md.
Mike Christians, Plano, Texas.
*Ben Firestein, New York.
Todd Frattura, Chesterfield, Mo.
*Nelson Gaertner, New York.
*Damon Gallagher, New York.
Greg Gangas, Tulsa, Okla.
Steven Gentile, Burlington, Vt.
Max Hilsman, Atlanta.
Steven Kirkland, Oklahoma City.
Brian Krueger, Woodlands Hills, Ca.
Patrick Langone, New York.
Rob McAllister, Vineland, N.J.
*Kevin McCarty, Miami.
*Cynthia Newman, Pasadena, Calif.
Clarke Octigan, Greenwood Village, Colo.
*Michael W. Outlaw, Atlanta.
*Rhonda Peluso, Little Falls. N.J.
*Robert Peyreigne, New York.
Scott Rash, Menlo Park, Calif.
Frank Roccisano, Louisville, Ky.
Thomas Russ, Pepper Pike, Ohio.
*Todd Sacks, Shrewsbury, N.J.
David Swartz, Wellesley, Mass.
*David Turetzky, New York.
William Van Scoyoc, Aventura, Fla.
Dean Wallace, Syracuse, N.Y.
*Previously nominated. Image: Bloomberg
Wells Fargo
Doug Wood, Grosse Pointe Wood, Mich.
*John Banks, Fort Worth, Texas.
Tony Brauner, Portland, Ore.
Patrick Briggs, San Diego.
*Grady Buchan, DeWitt, N.Y.
Christopher Calabrese, Westport, Conn.
*Gary Carlson, Salt Lake City.
Peter Danilaitis, Bloomington, Minn.
*Kevin Friedman, Woodland Hills, Calif.
*Louis Garofano, Greenwood Village, Colo.
William George, Paramus, N.J.
Joel Glasco, Charlotte, N.C.
*Matt Gnau, Seattle.
*Jim Hawkins, Seattle.
Chad Horton, Jefferson City, Miss.
*Richard Kendrick, Greenville, S.C.
*Mark Klein, Short Hills, N.J.
*Jay Mahajan, San Diego.
Michael Marasco, Dallas.
Steve McKenzie, Wilmington, N.C.
Christopher Murphy, Minneapolis, Minn.
*Dennis Schmidt, New York.
*Tim Sheridan, Westfield, N.J.
Scott Spang, Columbia, S.C.
Gary Swearingen, Charleston, Ill.
Natanya Taylor, Palos Heights, Ill.
Jeffery Taylor, Palos Heights, Ill.
*Thomas Thives, Florham Park, N.J.
*Philip Winterson, Irvine, Calif.
*Previously nominated. Image: Bloomberg
*John Banks, Fort Worth, Texas.
Tony Brauner, Portland, Ore.
Patrick Briggs, San Diego.
*Grady Buchan, DeWitt, N.Y.
Christopher Calabrese, Westport, Conn.
*Gary Carlson, Salt Lake City.
Peter Danilaitis, Bloomington, Minn.
*Kevin Friedman, Woodland Hills, Calif.
*Louis Garofano, Greenwood Village, Colo.
William George, Paramus, N.J.
Joel Glasco, Charlotte, N.C.
*Matt Gnau, Seattle.
*Jim Hawkins, Seattle.
Chad Horton, Jefferson City, Miss.
*Richard Kendrick, Greenville, S.C.
*Mark Klein, Short Hills, N.J.
*Jay Mahajan, San Diego.
Michael Marasco, Dallas.
Steve McKenzie, Wilmington, N.C.
Christopher Murphy, Minneapolis, Minn.
*Dennis Schmidt, New York.
*Tim Sheridan, Westfield, N.J.
Scott Spang, Columbia, S.C.
Gary Swearingen, Charleston, Ill.
Natanya Taylor, Palos Heights, Ill.
Jeffery Taylor, Palos Heights, Ill.
*Thomas Thives, Florham Park, N.J.
*Philip Winterson, Irvine, Calif.
*Previously nominated. Image: Bloomberg
UBS
Kim Jenson, Chicago.
Image: Bloomberg
Image: Bloomberg
