Top Program Managers by Advisor Staff
Published September 27, 2015 4:40 PM
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Updated April 25, 2016 11:33 AM
1 Min Read
Top Program Managers by Advisor Staff
Our popular Top Program Managers ranking considers several variables combined into a weighted average. Those variables include: 1) total team assets under management; 2) annual growth in team assets; 3) annual increase in team production; 4) average production per advisor; number of full-time advisors on the team directly overseen by the manager; and 6) number of LBEs on the team.
This year, we expanded the list by also including those managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 program managers and list the top 20 based on size of their advisor staff. The numbers after their names show where they ranked on our original lists.
To view this content in a single page version click here.
Image: fotolia
This year, we expanded the list by also including those managers who ranked 21 through 50 in our final analysis.
Here we take a fresh look at all 50 program managers and list the top 20 based on size of their advisor staff. The numbers after their names show where they ranked on our original lists.
To view this content in a single page version click here.
Image: fotolia
20. Craig Snyder (16)
Bank: America Group
TPM: LPL
Location: Southfield, Mich.
FAs manager oversees 2014: 21
Team production 2014: $5.1 million
Team AUM 2014: $890 million
Avg. production per rep: $247,000
Years in current job: 11
Years in wealth management: 32
TPM: LPL
Location: Southfield, Mich.
FAs manager oversees 2014: 21
Team production 2014: $5.1 million
Team AUM 2014: $890 million
Avg. production per rep: $247,000
Years in current job: 11
Years in wealth management: 32
18 (tied). Glenn Brodwater (7)
Bank: Investors Bank
TPM: Essex National Securities
Location: Short Hills, N.J.
FAs manager oversees 2014: 23
Team production 2014: $7.2 million
Team AUM 2014: $453 million
Avg. production per rep: $315,000
Years in current job: 4
Years in wealth management: 14
TPM: Essex National Securities
Location: Short Hills, N.J.
FAs manager oversees 2014: 23
Team production 2014: $7.2 million
Team AUM 2014: $453 million
Avg. production per rep: $315,000
Years in current job: 4
Years in wealth management: 14
18 (tied). Denise Togger (3)
Bank: Union Bank
TPM: Raymond James
Location: Henrico, Va.
FAs manager oversees 2014: 23
Team production 2014: $6.1 million
Team AUM 2014: $987 million
Avg. production per rep: $228,000
Years in current job: 12
Years in wealth management: 27
TPM: Raymond James
Location: Henrico, Va.
FAs manager oversees 2014: 23
Team production 2014: $6.1 million
Team AUM 2014: $987 million
Avg. production per rep: $228,000
Years in current job: 12
Years in wealth management: 27
15 (tied). Dan Overbey (29)
Bank: Atlantic Capital Advisors
TPM: LPL
Location: Ft Lauderdale, Fla.
FAs manager oversees 2014: 25
Team production 2014: $3,093,015
Team AUM 2014: $385 million
Avg. production per rep: $124,000
Years in current job: 5
Years in wealth management: 16
TPM: LPL
Location: Ft Lauderdale, Fla.
FAs manager oversees 2014: 25
Team production 2014: $3,093,015
Team AUM 2014: $385 million
Avg. production per rep: $124,000
Years in current job: 5
Years in wealth management: 16
15 (tied). Chad Waddoups (18)
Bank: Mountain America Credit Union
TPM: LPL
Location: West Jordan, Utah
FAs manager oversees 2014: 25
Team production 2014: $6.9 million
Team AUM 2014: $582 million
Avg. production per rep: $277,000
Years in current job: 7
Years in wealth management: 17
TPM: LPL
Location: West Jordan, Utah
FAs manager oversees 2014: 25
Team production 2014: $6.9 million
Team AUM 2014: $582 million
Avg. production per rep: $277,000
Years in current job: 7
Years in wealth management: 17
15 (tied). Tim Sease (2)
Bank: South State Bank
TPM: LPL
Location: Charleston, S.C.
FAs manager oversees 2014: 25
Team production 2014: $4.2 million
Team AUM 2014: $1.1 billion
Avg. production per rep: $169,000
Years in current job: 1
Years in wealth management: 22
TPM: LPL
Location: Charleston, S.C.
FAs manager oversees 2014: 25
Team production 2014: $4.2 million
Team AUM 2014: $1.1 billion
Avg. production per rep: $169,000
Years in current job: 1
Years in wealth management: 22
12 (tied). Steve Kruchten (12)
Bank: Bremer Bank
TPM: Raymond James
Location: Lake Elmo, Minn.
FAs manager oversees 2014: 26
Team production 2014: $12.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $476,000
Years in current job: 7
Years in wealth management: 28
TPM: Raymond James
Location: Lake Elmo, Minn.
FAs manager oversees 2014: 26
Team production 2014: $12.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $476,000
Years in current job: 7
Years in wealth management: 28
12 (tied). Vance Richard (8)
Bank: Iberia Bank
TPM: Essex National Securities
Location: Lafayette, La.
FAs manager oversees 2014: 26
Team production 2014: $9.6 million
Team AUM 2014: $1.25 billion
Avg. production per rep: $692,000
Years in current job: 17
Years in wealth management: 26
TPM: Essex National Securities
Location: Lafayette, La.
FAs manager oversees 2014: 26
Team production 2014: $9.6 million
Team AUM 2014: $1.25 billion
Avg. production per rep: $692,000
Years in current job: 17
Years in wealth management: 26
12 (tied). Kristen Vitale (4)
Bank: First Midwest Bank
TPM: LPL
Location: Chicago
FAs manager oversees 2014: 26
Team production 2014: $7.6 million
Team AUM 2014: $977 million
Avg. production per rep: $294,000
Years in current job: 4
Years in wealth management: 21
TPM: LPL
Location: Chicago
FAs manager oversees 2014: 26
Team production 2014: $7.6 million
Team AUM 2014: $977 million
Avg. production per rep: $294,000
Years in current job: 4
Years in wealth management: 21
11. Paul Restante (1)
Bank: Community Bank
TPM: Invest Financial
Location: Syracuse, N.Y.
FAs manager oversees 2014: 27
Team production 2014: $8.5 million
Team AUM 2014: $1.4 billion
Avg. production per rep: $315,000
Years in current job: 5
Years in wealth management: 30
TPM: Invest Financial
Location: Syracuse, N.Y.
FAs manager oversees 2014: 27
Team production 2014: $8.5 million
Team AUM 2014: $1.4 billion
Avg. production per rep: $315,000
Years in current job: 5
Years in wealth management: 30
10. Scott Jenner (5)
Bank: First Tech C.U. Addison Ave.
TPM: Raymond James
Location: Rocklin, Calif.
FAs manager oversees 2014: 29
Team production 2014: $19 million
Team AUM 2014: $3 billion
Avg. production per rep: $557,000
Years in current job: 9
Years in wealth management: 33
TPM: Raymond James
Location: Rocklin, Calif.
FAs manager oversees 2014: 29
Team production 2014: $19 million
Team AUM 2014: $3 billion
Avg. production per rep: $557,000
Years in current job: 9
Years in wealth management: 33
8 (tied). Michael Zito (11)
Bank: Trustmark National Bank
TPM: LPL
Location: Jackson, Miss.
FAs manager oversees 2014: 31
Team production 2014: $11.1 million
Team AUM 2014: $1.5 billion
Avg. production per rep: $361,000
Years in current job: 7
Years in wealth management: 7
TPM: LPL
Location: Jackson, Miss.
FAs manager oversees 2014: 31
Team production 2014: $11.1 million
Team AUM 2014: $1.5 billion
Avg. production per rep: $361,000
Years in current job: 7
Years in wealth management: 7
8 (tied). Robert Carr (9)
Bank: Central Bank
TPM: Invest Financial Corp.
Location: Jefferson City, Mo.
FAs manager oversees 2014: 31
Team production 2014: $9.9 million
Team AUM 2014: $2.2 billion
Avg. production per rep: $322,000
Years in current job: 2
Years in wealth management: 35
8 (tied).
TPM: Invest Financial Corp.
Location: Jefferson City, Mo.
FAs manager oversees 2014: 31
Team production 2014: $9.9 million
Team AUM 2014: $2.2 billion
Avg. production per rep: $322,000
Years in current job: 2
Years in wealth management: 35
8 (tied).
7. Nick Bellino (10)
Bank: First National Bank
TPM: Cetera Financial Services
Location: Pittsburgh
FAs manager oversees 2014: 33
Team production 2014: $12 million
Team AUM 2014: $1.6 billion
Avg. production per rep: $353,000
Years in current job: 5
Years in wealth management: 25
TPM: Cetera Financial Services
Location: Pittsburgh
FAs manager oversees 2014: 33
Team production 2014: $12 million
Team AUM 2014: $1.6 billion
Avg. production per rep: $353,000
Years in current job: 5
Years in wealth management: 25
6. Agnes Lew (6)
Bank: East West Bank
TPM: Cetera
Location: Pasadena, Calif.
FAs manager oversees 2014: 36
Team production 2014:$15.8 million
Team AUM 2014: $778 million
Avg. production per rep: $633,000
Years in current job: 3
Years in wealth management: 16
TPM: Cetera
Location: Pasadena, Calif.
FAs manager oversees 2014: 36
Team production 2014:$15.8 million
Team AUM 2014: $778 million
Avg. production per rep: $633,000
Years in current job: 3
Years in wealth management: 16
5. Michael George (14)
Bank: Fulton Bank
TPM: Raymond James
Location: Lancaster, Pa.
FAs manager oversees 2014: 45
Team production 2014: $22 million
Team AUM 2014: $2.9 billion
Avg. production per rep: $500,000
Years in current job: 1
Years in wealth management: 21
TPM: Raymond James
Location: Lancaster, Pa.
FAs manager oversees 2014: 45
Team production 2014: $22 million
Team AUM 2014: $2.9 billion
Avg. production per rep: $500,000
Years in current job: 1
Years in wealth management: 21
4. Steven LeCoultre (22)
Bank: Bankers Bank
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $7,956,489
Team AUM 2014: $1.2 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 274.
TPM: LPL
Location: Madison, Wis.
FAs manager oversees 2014: 47
Team production 2014: $7,956,489
Team AUM 2014: $1.2 billion
Avg. production per rep: $169,000
Years in current job: 11
Years in wealth management: 274.
3. Louis Mastropietro (13)
Bank: Astoria Federal Savings Bank
TPM: LPL
Location: Lake Success, N.Y.
FAs manager oversees 2014: 55
Team production 2014: $22.6 million
Team AUM 2014: $2.7 billion
Avg. production per rep: $411,000
Years in current job: 7
Years in wealth management: 30
TPM: LPL
Location: Lake Success, N.Y.
FAs manager oversees 2014: 55
Team production 2014: $22.6 million
Team AUM 2014: $2.7 billion
Avg. production per rep: $411,000
Years in current job: 7
Years in wealth management: 30
2. Kenneth Ellspermann (21)
Bank: Old National Bank
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18,857,198
Team AUM 2014: $2.6 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
TPM: LPL
Location: Evansville, Ind.
FAs manager oversees 2014: 56
Team production 2014: $18,857,198
Team AUM 2014: $2.6 billion
Avg. production per rep: $336,700
Years in current job: 5
Years in wealth management: 31
1. John Olerio (15)
Bank: Webster Bank
TPM: LPL
Location: Wallingford, Conn.
FAs manager oversees 2014: 66
Team production 2014: $24.8 million
Team AUM 2014: $2.6 billion
Avg. production per rep: $376,000
Years in current job: 3
Years in wealth management: 28
TPM: LPL
Location: Wallingford, Conn.
FAs manager oversees 2014: 66
Team production 2014: $24.8 million
Team AUM 2014: $2.6 billion
Avg. production per rep: $376,000
Years in current job: 3
Years in wealth management: 28
