Top Program Managers by Increase in Team Production
Published September 27, 2015 8:35 AM
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Updated April 25, 2016 11:55 AM
1 Min Read
Top Program Managers by Increase in Team Production
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 annual increase in team production. The numbers after their names show where they ranked on our original lists.
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 annual increase in team production. The numbers after their names show where they ranked on our original lists.
Image: fotolia
20. Pete Snyder (24)
Bank: Golden 1 Credit Union
TPM: LPL
Location: Sacramento, Calif.
FAs manager oversees 2014: 19
Team production 2014: $5,281,103
Team AUM 2014: $774,670,061
Avg. production per rep: $278,000
Years in current job: 2
Years in wealth management: 10
TPM: LPL
Location: Sacramento, Calif.
FAs manager oversees 2014: 19
Team production 2014: $5,281,103
Team AUM 2014: $774,670,061
Avg. production per rep: $278,000
Years in current job: 2
Years in wealth management: 10
19. Gary Collier (17)
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tenn.
FAs manager oversees 2014: 16
Team production 2014: $11.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $664,000
Years in current job: 6
Years in wealth management: 23
TPM: Raymond James
Location: Nashville, Tenn.
FAs manager oversees 2014: 16
Team production 2014: $11.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $664,000
Years in current job: 6
Years in wealth management: 23
18. 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
17. 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
16. Ken Wren Jr. (30)
Bank: TowneBank
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6,743,406
Team AUM 2014: $1.2 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
TPM: Raymond James
Location: Suffolk, Va.
FAs manager oversees 2014: 11
Team production 2014: $6,743,406
Team AUM 2014: $1.2 billion
Avg. production per rep: $613,000
Years in current job: 11
Years in wealth management: 20
15. 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
14. Fred Greene (26)
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
FAs manager oversees 2014: 8
Team production 2014: $4,453,125
Team AUM 2014: $699 million
Avg. production per rep: $495,000
Years in current job: 2
Years in wealth management: 31
TPM: Raymond James
Location: The Woodlands, Texas
FAs manager oversees 2014: 8
Team production 2014: $4,453,125
Team AUM 2014: $699 million
Avg. production per rep: $495,000
Years in current job: 2
Years in wealth management: 31
13. Matthew Snively (43)
Bank: Elements Financial Federal Credit Union
TPM: LPL
Location: Indianapolis, Ind.
FAs manager oversees 2014: 8
Team production 2014: $3,443,121
Team AUM 2014: $449 million
Avg. production per rep: $430,390
Years in current job: 6
Years in wealth management: 23
TPM: LPL
Location: Indianapolis, Ind.
FAs manager oversees 2014: 8
Team production 2014: $3,443,121
Team AUM 2014: $449 million
Avg. production per rep: $430,390
Years in current job: 6
Years in wealth management: 23
12. 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
11. 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
10. 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
9. Larry Squires (45)
Bank: Wilson Bank & Trust
TPM: Raymond James
Location: Lebanon, Tenn.
FAs manager oversees 2014: 5
Team production 2014: $3,044,993
Team AUM 2014: $479 million
Avg. production per rep: $507,000
Years in current job: 21
Years in wealth management: 21
TPM: Raymond James
Location: Lebanon, Tenn.
FAs manager oversees 2014: 5
Team production 2014: $3,044,993
Team AUM 2014: $479 million
Avg. production per rep: $507,000
Years in current job: 21
Years in wealth management: 21
8. Sean Tesoro (27)
Bank: Salem Five Cents Savings Bank
TPM: LPL
Location: Salem, Mass.
FAs manager oversees 2014: 14
Team production 2014: $4,411,268
Team AUM 2014: $508 million
Avg. production per rep: $315,000
Years in current job: 7
Years in wealth management: 20
TPM: LPL
Location: Salem, Mass.
FAs manager oversees 2014: 14
Team production 2014: $4,411,268
Team AUM 2014: $508 million
Avg. production per rep: $315,000
Years in current job: 7
Years in wealth management: 20
7. 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
6. Matt Varney (19)
Bank: Bank of Colorado
TPM: Raymond James
Location: Greeley, Colo.
FAs manager oversees 2014: 9
Team production 2014: $3.6 million
Team AUM 2014: $501 million
Avg. production per rep: $362,000
Years in current job: 15
Years in wealth management: 19
TPM: Raymond James
Location: Greeley, Colo.
FAs manager oversees 2014: 9
Team production 2014: $3.6 million
Team AUM 2014: $501 million
Avg. production per rep: $362,000
Years in current job: 15
Years in wealth management: 19
5. 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
4. Rebecca Nilsen (25)
Bank: Desert Schools Federal Credit Union
TPM: LPL
Location: Phoenix
FAs manager oversees 2014: 15
Team production 2014: $4,057,034
Team AUM 2014: $401,635,924
Avg. production per rep: $270,469
Years in current job: 10
Years in wealth management: 10
TPM: LPL
Location: Phoenix
FAs manager oversees 2014: 15
Team production 2014: $4,057,034
Team AUM 2014: $401,635,924
Avg. production per rep: $270,469
Years in current job: 10
Years in wealth management: 10
3. 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
2. 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
1. 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
