Top Program Managers (11-20)
We continue our annual ranking of the most successful managers of investment services programs at banks and credit unions. Below you will find our second installment of Top Program Managers with Nos. 11 through 20.
Size measurements were used, as were metrics including percentage changes in AUM and production, as well as production per advisor.We calculate our 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.)
Our list is purely quantitative — the winners’ backgrounds and biographies did not factor into our 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 final managers’ scores. Scroll through to meet No. 11–20 of this year’s Top Program Managers.