Top program managers: Categorically the best
May 2, 2018 10:28 AM
Multiple metrics: best in each category
For our main Top 20 Program Manager ranking, we use more than one statistic. This year, we used six: the number of advisors they oversee, team assets under management, percentage growth in assets, annual production, percentage growth in team production, and production-per-advisor.
Here we show the program managers who topped the list in each of those individual categories. We calculated our own estimates of production-per-advisor based on other numbers provided during the nomination process. We also added one metric for this slideshow that we didn't use in the overall ranking (tenure in the wealth management industry.) These managers are presented here in random order, but the numbers after their names show where they ranked in the overall Top 25 list.
FULL TOP 25 PROGRAM MANAGERS CONTENT
•Top program managers in the bank channel
•Top program managers: Categorically the best
•How a passion for coaching turned into a successful career in asset management
•Program managers across the country discuss biggest challenges
•Voices Nine questions every program manager should be asking
Here we show the program managers who topped the list in each of those individual categories. We calculated our own estimates of production-per-advisor based on other numbers provided during the nomination process. We also added one metric for this slideshow that we didn't use in the overall ranking (tenure in the wealth management industry.) These managers are presented here in random order, but the numbers after their names show where they ranked in the overall Top 25 list.
FULL TOP 25 PROGRAM MANAGERS CONTENT
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David Chan (6)
Bank: Citibank
Third-party marketer: none
Location: New York
Series-7 advisors personally overseen as of year-end 2017: 40
Series-7 advisors personally overseen as of year-end 2016: 25
Team AUM as of year-end 2017: $5.95 billion
Team AUM as of year-end 2016: $5.34 billion
Team production in 2017: $27.5 million
Team production in 2016: $23.2 million
Production per advisor (est): $847,200
Third-party marketer: none
Location: New York
Series-7 advisors personally overseen as of year-end 2017: 40
Series-7 advisors personally overseen as of year-end 2016: 25
Team AUM as of year-end 2017: $5.95 billion
Team AUM as of year-end 2016: $5.34 billion
Team production in 2017: $27.5 million
Team production in 2016: $23.2 million
Production per advisor (est): $847,200
Shannon Johnson (14)
Bank: Fifth Third Bank
Third-party marketer: none
Location: Cincinnati, Ohio
Series-7 advisors personally overseen as of year-end 2017: 92
Series-7 advisors personally overseen as of year-end 2016: 75
Team AUM as of year-end 2017: $5.60 billion
Team AUM as of year-end 2016: $5.00 billion
Team production in 2017: $51 million
Team production in 2016: $49 million
Production per advisor (est): $610,000
Third-party marketer: none
Location: Cincinnati, Ohio
Series-7 advisors personally overseen as of year-end 2017: 92
Series-7 advisors personally overseen as of year-end 2016: 75
Team AUM as of year-end 2017: $5.60 billion
Team AUM as of year-end 2016: $5.00 billion
Team production in 2017: $51 million
Team production in 2016: $49 million
Production per advisor (est): $610,000
Gary Collier (1)
Bank: Pinnacle Bank
Third-party marketer: Raymond James
Location: Nashville, Tenn.
Series-7 advisors personally overseen as of year-end 2017: 38
Series-7 advisors personally overseen as of year-end 2016: 21
Percentage growth in team AUM: 48.6%
Team AUM as of year-end 2017: $3.27 billion
Team AUM as of year-end 2016: $2 billion
Team production in 2017: $15.7 million
Team production in 2016: $12.7 million
Production per advisor (est): $531,000
Third-party marketer: Raymond James
Location: Nashville, Tenn.
Series-7 advisors personally overseen as of year-end 2017: 38
Series-7 advisors personally overseen as of year-end 2016: 21
Percentage growth in team AUM: 48.6%
Team AUM as of year-end 2017: $3.27 billion
Team AUM as of year-end 2016: $2 billion
Team production in 2017: $15.7 million
Team production in 2016: $12.7 million
Production per advisor (est): $531,000
Karen Benedict (12)
Bank: Northwest Federal Credit Union
Third-party marketer: LPL Financial
Location: Herndon, Virginia
Series-7 advisors personally overseen as of year-end 2017: 11
Series-7 advisors personally overseen as of year-end 2016: 10
Team AUM as of year-end 2017: $1.363 billion
Team AUM as of year-end 2016: $1.145 billion
Team production in 2017: $11.27 million
Team production in 2016: $9.96 million
Production per advisor (est): $1.1 million
Third-party marketer: LPL Financial
Location: Herndon, Virginia
Series-7 advisors personally overseen as of year-end 2017: 11
Series-7 advisors personally overseen as of year-end 2016: 10
Team AUM as of year-end 2017: $1.363 billion
Team AUM as of year-end 2016: $1.145 billion
Team production in 2017: $11.27 million
Team production in 2016: $9.96 million
Production per advisor (est): $1.1 million
Shannon Johnson (14)
Bank: Fifth Third Bank
Third-party marketer: none
Location: Cincinnati, Ohio
Series-7 advisors personally overseen as of year-end 2017: 92
Series-7 advisors personally overseen as of year-end 2016: 75
Team AUM as of year-end 2017: $5.60 billion
Team AUM as of year-end 2016: $5.00 billion
Team production in 2017: $51 million
Team production in 2016: $49 million
Production per advisor (est): $610,000
Third-party marketer: none
Location: Cincinnati, Ohio
Series-7 advisors personally overseen as of year-end 2017: 92
Series-7 advisors personally overseen as of year-end 2016: 75
Team AUM as of year-end 2017: $5.60 billion
Team AUM as of year-end 2016: $5.00 billion
Team production in 2017: $51 million
Team production in 2016: $49 million
Production per advisor (est): $610,000
Shane Boehm (24)
Bank: Homestreet Bank
Third-party marketer: Cetera
Location: Seattle
Series-7 advisors personally overseen as of year-end 2017: 6
Series-7 advisors personally overseen as of year-end 2016: 6
Team AUM as of year-end 2017: $265 million
Team AUM as of year-end 2016: $205 million
Team production in 2017: $2.7 million
Team production in 2016: $2.0 million
Percentage growth in team production: 35.1%
Production per advisor (est): $441,800
Third-party marketer: Cetera
Location: Seattle
Series-7 advisors personally overseen as of year-end 2017: 6
Series-7 advisors personally overseen as of year-end 2016: 6
Team AUM as of year-end 2017: $265 million
Team AUM as of year-end 2016: $205 million
Team production in 2017: $2.7 million
Team production in 2016: $2.0 million
Percentage growth in team production: 35.1%
Production per advisor (est): $441,800
Kathleen Nyberg
Scott Jenner (8)
Bank: First Tech Federal Credit Union (Addison Avenue Investments)
Third-party marketer: Raymond James
Location: Rocklin, California
Series-7 advisors personally overseen as of year-end 2017: 37
Series-7 advisors personally overseen as of year-end 2016: 30
Team AUM as of year-end 2017: $3.66 billion
Team AUM as of year-end 2016: $3.17 billion
eam production in 2017: $23.9 million
Team production in 2016: $21.0 million
Production per advisor (est): $713,000
Number of years in wealth management: 35 (This stat was not used in determining the ranking, but one that we asked in our survey and will use in future projects.)
Third-party marketer: Raymond James
Location: Rocklin, California
Series-7 advisors personally overseen as of year-end 2017: 37
Series-7 advisors personally overseen as of year-end 2016: 30
Team AUM as of year-end 2017: $3.66 billion
Team AUM as of year-end 2016: $3.17 billion
eam production in 2017: $23.9 million
Team production in 2016: $21.0 million
Production per advisor (est): $713,000
Number of years in wealth management: 35 (This stat was not used in determining the ranking, but one that we asked in our survey and will use in future projects.)
