Top program managers by team AUM
June 21, 2016 3:42 PM
Top program managers by team AUM
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 adviser; number of full-time advisers on the team directly overseen by the manager; and 6) number of LBEs on the team.
We also published our usual "Next 20," which ranked those program managers who ranked 21 through 40 in our analysis.
● See ourTop 20 program managers (1-20) and Next 20 program managers (21-40)
Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top 15 based solely on team assets-under-management. The numbers after their names show where they ranked on our original lists.
We also published our usual "Next 20," which ranked those program managers who ranked 21 through 40 in our analysis.
● See our
Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top 15 based solely on team assets-under-management. The numbers after their names show where they ranked on our original lists.
15. Ken Wren, Jr. (6)
Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
2015 team AUM: $1.4 billion
2015 team production: $7.6 million
Number of advisers on team: 13
Location: Suffolk, Va.
2015 team AUM: $1.4 billion
2015 team production: $7.6 million
Number of advisers on team: 13
14. Mike Zito (31)
Bank: Trustmark National Bank/LPL Financial
Location: Jackson, Miss.
2015 team AUM $1.5 billion
2015 team production: $10.4 million
Number of advisers on team: 18
Location: Jackson, Miss.
2015 team AUM $1.5 billion
2015 team production: $10.4 million
Number of advisers on team: 18
13. Walter Scheide (3)
Bank: PNC
Location: Seven Fields. Pa.
2015 team AUM: $1.6 billion
2015 team production: $12.1 million
Number of advisers on team: 19
Location: Seven Fields. Pa.
2015 team AUM: $1.6 billion
2015 team production: $12.1 million
Number of advisers on team: 19
12. Nick Bellino (1)
Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
2015 team AUM: $1.73 billon
2015 team production: $14.2 million
Number of advisers on team: 35
Location: Pittsburgh, Pa.
2015 team AUM: $1.73 billon
2015 team production: $14.2 million
Number of advisers on team: 35
11. Gary Collier (10)
Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
2015 team AUM: $1.78 billion
2015 team production: $11.9 million
Number of advisers on team: 18
Location: Nashville, Tenn.
2015 team AUM: $1.78 billion
2015 team production: $11.9 million
Number of advisers on team: 18
10. Steve Kruchten (4)
Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
2015 team AUM: $1.79 billion
2015 team production: $13.8 million
Number of advisers on team: 28
Location: Saint Louis Park, Minn.
2015 team AUM: $1.79 billion
2015 team production: $13.8 million
Number of advisers on team: 28
9. Peter Hong (7)
Bank: Citigroup
Location: New York
2015 team AUM: $2.1 billion
2015 team production: $11.3 million
Number of advisers on team: 31
Location: New York
2015 team AUM: $2.1 billion
2015 team production: $11.3 million
Number of advisers on team: 31
8. John Olerio (27)
Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
2015 team AUM: $2.5 billion
2015 team production: $23.5 million
Number of advisers on team: 67
Location: Waterbury, Conn.
2015 team AUM: $2.5 billion
2015 team production: $23.5 million
Number of advisers on team: 67
7. Bill Auriemma (2)
Bank: Wells Fargo
Location: McLean, Va.
2015 team AUM: $2.7 billion
2015 team production: $19.1 million
Number of advisers on team: 28
Location: McLean, Va.
2015 team AUM: $2.7 billion
2015 team production: $19.1 million
Number of advisers on team: 28
6. Louis Mastropietro (20)
Bank/TPM: Astoria Bank/LPL Financial
Location: Lack Success. N.Y.
2015 team AUM: $2.72 billion
2015 team production: $21.9 million
Number of advisers on team: 55
Location: Lack Success. N.Y.
2015 team AUM: $2.72 billion
2015 team production: $21.9 million
Number of advisers on team: 55
5. Michael George (19)
Bank/TPM: Fulton Financial Advisors/Raymond James
Location: Lancaster, Pa.
2015 team AUM: $2.8 billion
2015 team production: $22.1 million
Number of advisers on team: 44
Location: Lancaster, Pa.
2015 team AUM: $2.8 billion
2015 team production: $22.1 million
Number of advisers on team: 44
4. Scott Jenner (12)
Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
2015 team AUM: $2.9 billion
2015 team production: $20.4 million
Number of advisers on team: 30
Location: Rocklin, Calif.
2015 team AUM: $2.9 billion
2015 team production: $20.4 million
Number of advisers on team: 30
3. Chris Alexis (11)
Bank: Citigroup
Location: New York
2015 team AUM: $3.2 billion
2015 team production: $23.9 million
Number of advisers on team: 4
Location: New York
2015 team AUM: $3.2 billion
2015 team production: $23.9 million
Number of advisers on team: 4
2. Judy Meyers (9)
Bank: Citigroup
Location: New York
2015 team AUM: $3.8 billion
2015 team production: $24.1 million
Number of advisers on team: 42
Location: New York
2015 team AUM: $3.8 billion
2015 team production: $24.1 million
Number of advisers on team: 42
1. Drue Anderson (13)
Bank: Citigroup
Location: New York
2015 team AUM: $4.6 billion
2015 team production: $33.0 million
Number of advisers on team: 52
Location: New York
2015 team AUM: $4.6 billion
2015 team production: $33.0 million
Number of advisers on team: 52
