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Top program managers by team revenue

Our popular Top 25 Program Managers ranks the top bank wealth management bosses on a weighted average of multiple variables. We take a fresh look at all 25 and re-ranked them based solely on 2016’s team revenue. This metric is a product of adviser headcount and revenue-per-adviser, which are two other statistics we collected and we’ll rank our winners on each of those down the road. So check back for future installments of the top program managers.

Scroll through here to see the highest producing teams. The numbers after the program managers’ names show where they ranked on our original list.

ProgMgrsProduction.png
Team production in the bank channel
Our popular Top 25 Program Managers ranks the top bank wealth management bosses on a weighted average of multiple variables. We took a fresh look at all 25 and re-ranked them based solely on 2016’s team revenue. This metric is a product of adviser headcount and revenue-per-adviser, which are two other statistics we collected and we’ll rank our winners on each of those down the road. So check back for future installments of the top program managers.

Scroll through here to see the highest producing teams. The numbers after the program managers’ names show where they ranked on our original list.

ORIGINAL TOP 25 PROGRAM MANAGERS CONTENT
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Program managers across the country give their insights and advice
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15. David Mayer Jr.
David Mayer Jr. (16)
Bank: Chemical Bank
Location: Midland, Michigan
TPM: Cetera
Number of FAs on team: 20
2016 Total team AUM: $1.3 billion
2015 Total team AUM: $982 million
2016 Team production: $6.6 million
2015 Team production: $6.3 million
Production per adviser: $347,000
Is the nominee a producing manager? No
Number of years in current job: 22
Number of years in wealth management: 32
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14. Brian Neyland
Brian Neyland (4)
Bank: International Bank of Commerce
Location: Zapata, Texas
TPM: LPL Financial
Number of FAs on team: 23
2016 Total team AUM: $630 million
2015 Total team AUM: $534 million
2016 Team production: $8.1 million
2015 Team production: $6.9 million
Production per adviser: $403,000
Is the nominee a producing manager? No
Number of years in current job: 3
Number of years in wealth management: 24
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13. Stephen O'Callaghan
Stephen O'Callaghan (15)
Bank: Citizens Investment Services
Location: Hudson, New Hampshire
TPM: N/A
Number of FAs on team: 22
2016 Total team AUM: $1 billion
2015 Total team AUM: $895 million
2016 Team production: $8.4 million
2015 Team production: $8.1 million
Production per adviser: $400,076
Is the nominee a producing manager? No
Number of years in current job: 3
Number of years in wealth management: 20
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12. Ken Wren Jr.
Ken Wren Jr. (6)
Bank: TowneBank
Location: Suffolk, Virginia
TPM: Raymond James
Number of FAs on team: 21
2016 Total team AUM: $2 billion
2015 Total team AUM: $1.4 billion
2016 Team production: $8.9 million
2015 Team production: $7.6 million
Production per adviser: $505,000
Is the nominee a producing manager? Yes
Number of years in current job: 13
Number of years in wealth management: 23
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11. Dwayne Craft
Dwayne Craft (3)
Bank: PNC
Location: Louisville, Kentucky
TPM: n/a
Number of FAs on team: 17
2016 Total team AUM: $1.6 billion
2015 Total team AUM: $1.5 billion
2016 Team production: $9.2 million
2015 Team production: $8.8 million
Production per adviser: $575,000
Is the nominee a producing manager? No
Number of years in current job: 3
Number of years in wealth management: 20
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10. Vance Richard
Vance Richard (19)
Bank: Iberia Bank
Location: Lafayette, Louisiana
TPM: Infinex Financial Group
Number of FAs on team: 18
2016 Total team AUM: $1.5 billion
2015 Total team AUM: $1.4 billion
2016 Team production: $9.4 million
2015 Team production: $10.4 million
Production per adviser: $493,000
Is the nominee a producing manager? No
Number of years in current job: 21
Number of years in wealth management: 26
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9. Mike Zito
Mike Zito (14)
Bank: Trustmark
Location: Jackson, Mississippi
TPM: LPL Financial
Number of FAs on team: 17
2016 Total team AUM: $1.7 billion
2015 Total team AUM: $1.6 billion
2016 Team production: $9.6 million
2015 Team production: $10.5 billion
Production per adviser: $532,000
Is the nominee a producing manager? Yes
Number of years in current job: 12
Number of years in wealth management: 27
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8. Karen Benedict
Karen Benedict (9)
Bank: Northwest Federal Credit Union
Location: Herndon, Virginia
TPM: LPL Financial
Number of FAs on team: 10
2016 Total team AUM: $1.1 billion
2015 Total team AUM: $1.1 billion
2016 Team production: $10 million
2015 Team production: $9.9 million
Production per adviser: $1 million
Is the nominee a producing manager? No
Number of years in current job: 3
Number of years in wealth management: 10
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7. Gary Collier
Gary Collier (2)
Bank: Pinnacle Bank
Location: Nashville, Tennessee
TPM: Raymond James
Number of FAs on team: 24
2016 Total team AUM: $2.2 billion
2015 Total team AUM: $1.8 billion
2016 Team production: $12.7 million
2015 Team production: $11.9 million
Production per adviser: $590,000
Is the nominee a producing manager? Yes
Number of years in current job: 7 years
Number of years in wealth management: 25
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6. Steve Kruchten
Steve Kruchten (5)
Bank: Bremer Bank
Location: Saint Louis Park, Minnesota
TPM: Raymond James
Number of FAs on team: 29
2016 Total team AUM: $2 billion
2015 Total team AUM: $1.89 billion
2016 Team production: $14.3 million
2016 Team production: $13.9 million
Production per adviser: $551,000
Is the nominee a producing manager? Yes
Number of years in current job: 7
Number of years in wealth management: 29
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5. Craig Snyder
Craig Snyder (22)
Bank: America Group
Location: Southfield, Michigan
TPM: LPL Financial
Number of FAs on team: 71
2016 Total team AUM: $2.1 billion
2015 Total team AUM: $2.1 billion
2016 Team production: $16.8 million
2015 Team production: $17.1 million
Production per adviser: $242,000
Is the nominee a producing manager? No
Number of years in current job: 20
Number of years in wealth management: 35
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4. Ken Ellspermann
Ken Ellspermann (7)
Bank: Old National Bank
Location: Evansville, Indiana
TPM: LPL Financial
Number of FAs on team: 55
2016 Total team AUM: $3.2 billion
2015 Total team AUM: $2.4 billion
2016 Team production: $20.1 million
2015 Team production: $402,000
Production per adviser: $22.6 million
Is the nominee a producing manager? No
Number of years in current job: 16
Number of years in wealth management: 30
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3. John Olerio
John Olerio (17)
Bank: Webster Bank
Location: Waterbury, Connecticut
TPM: LPL Financial
Number of FAs on team: 51
2016 Total team AUM: $3 billion
2015 Total team AUM: $2.8 billion
2016 Team production: $20.9 million
2015 Team production: $25 million
Production per adviser: $376,000
Is the nominee a producing manager? No
Number of years in current job: 8
Number of years in wealth management: 30
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2. Scott Jenner
Scott Jenner (1)
Bank: Addison Avenue Investment Services
Location: Rocklin, California
TPM: Raymond James
Number of FAs on team: 28
2016 Total team AUM: $3.2 billion
2015 Total team AUM: $2.9 billion
2016 Team production: $21 million
2015 Team production: $20.5 million
Production per adviser: $723,000
Is the nominee a producing manager? No
Number of years in current job: 11
Number of years in wealth management: 34
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1. Michael George
Michael George (8)
Bank: Fulton Bank
Location: Lancaster, Pennsylvania
TPM: Raymond James
Number of FAs on team: 46
2016 Total team AUM: $3.1 billion
2015 Total team AUM: $2.8 billion
2016 Team production: $21.9 million
2015 Team production: $22.1 million
Production per adviser: $482,000
Is the nominee a producing manager? No
Number of years in current job: 3
Number of years in wealth management: 25