Top Program Managers (1-10)
Bank Investment Consultant presents the final installment of its annual ranking of the most successful managers of investment services programs at banks and credit unions. Below you will find our top 10.
As we have in the first two parts of this ranking, typical measurements of size — such as the number of advisors on their team, AUM and production — as well as metrics including percentage changes in AUM and production per advisor were used to choose the winners. BIC calculates its own estimates for production-per-advisor based on numbers submitted in our nomination process. Those variables were combined into one composite score to determine our final ranking. (We rounded numbers for display in the slideshow, but all of our calculations used the full numbers submitted, before rounding.)
In using this methodology, we accounted for size, as well as growth and efficiency. We feel this recognizes well-rounded professionals, as opposed to those who excel in one area but fall short in others.
Our list is purely quantitative — the biographies presented did not factor into the ranking, but they do help to provide a well-rounded portrait of our featured managers and their strengths. This year, several managers discussed how they and their teams are managing the COVID-19 crisis, and what changes they think it might bring to the industry. Note that, when ranking numbers are repeated, this means there is a tie in managers’ final scores.