Slideshow BIC's Next 50 Bank Advisors (76 - 100)

Published
  • November 24 2014, 7:19am EST

BIC's Next 50 Bank Advisors (76 - 100)

Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to present our Next 50. These advisors ranked 51 through 100 in our final analysis.

Today, we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75.

Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management, trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.

To view this list in a single-page version click here.

100. David O’Neill

Community Investment Services
Boonville, N.Y.
TPM: Invest Financial
2014 AUM: $69.6 million
2014 Production: $650,000
% of fee business: 23
Years as financial advisor: 8

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99. Charles Lutz

San Antonio Federal Credit Union
San Antonio, Texas
TPM: CUSO Financial Services
2014 AUM: $140.8 million
2014 Production: $1 million
% of fee business: 5
Years as financial advisor: 21

98. Mark Gavrilov

Astoria Federal Savings Bank
Brooklyn, N.Y.
TPM: LPL Financial
2014 AUM: $62.8 million
2014 Production: $1 million
% of fee business: 4
Years as financial advisor: 8

97. Peter Cirillo

Affinity Federal Credit Union
Basking Ridge, N.J.
TPM: Invest Financial
2014 AUM: $100.8 million
2014 Production: $897,000
% of fee business: 0
Years as financial advisor: 21

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96. Brent Murphree

The Central Trust Bank
Osage Beach, Mo.
TPM: Invest Financial
2014 AUM: $103.8 million
2014 Production: $731,000
% of fee business: 57
Years as financial advisor: 13

95. Tracy Duncan

Allegacy Federal Credit Union
Winston-Salem, N.C.
TPM: CUSO Financial Services
2014 AUM: $250 million
2014 Production: $1.7 million
% of fee business: 51
Years as financial advisor: 22

94. Charles Gualano

Trustmark National Bank
Brandon, Miss.
TPM: LPL Financial
2014 AUM: $124.7 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 18

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93. John Evans

Midwest One Bank
Iowa City, Iowa
TPM: LPL Financial
2014 AUM: $106.8 million
2014 Production: $955,000
% of fee business: 89
Years as financial advisor: 11

92. Julie Dusing

Bank of Kentucky
Crestview Hills, Ky.
TPM: Cetera
2014 AUM: $67 million
2014 Production: $674,000
% of fee business: 12
Years as financial advisor: 6

91. Craig Coopersmith

SunTrust
Orlando, Fla.
TPM: none
2014 AUM: $116 million
2014 Production: $1.1 million
% of fee business: 40
Years as financial advisor: 8

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90. Phillip Margy

SunTrust
Melbourne, Fla.
TPM: none
2014 AUM: $101.8 million
2014 Production: $856,000
% of fee business: 40
Years as financial advisor: 23

89. Michael Hoffman

SunTrust
Savannah, Ga.
TPM: none
2014 AUM: $65 million
2014 Production: $859,000
% of fee business: 14
Years as financial advisor: 14

88. Robert Cortes

Space Coast Credit Union
Titusville, Fla.
TPM: LPL Financial
2014 AUM: $51.6 million
2014 Production: $582,000
% of fee business: 15
Years as financial advisor: 10

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87. Jeffrey Letendre

Salem Five Cent Savings Bank
Salem, Mass.
TPM: LPL Financial
2014 AUM: $113 million
2014 Production: $1.1 million
% of fee business: 67
Years as financial advisor: 25

86. Bernard Reina

Citibank
Los Angeles
TPM: none
2014 AUM: $190 million
2014 Production: $1.4 million
% of fee business: 70
Years as financial advisor: 17

85. Sidney Soria

Mountain America CU
Holladay, Utah
TPM: LPL Financial
2014 AUM: $65.4 million
2014 Production: $936,000
% of fee business: 21
Years as financial advisor: 15

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84. James Marquardt

Eastwood Bank
Rochester, Minn.
TPM: LPL Financial
2014 AUM: $87.8 million
2014 Production: $629,000
% of fee business: 76
Years as financial advisor: 26

83. Mario Fratto

Citibank
New York, NY
TPM: none
2014 AUM: $179 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 17

82. Eden DeMar

Citibank
New York, NY
TPM: none
2014 AUM: $147 million
2014 Production: $2.5 million
% of fee business: 40
Years as financial advisor: 13

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81. Jordan Curtis

Mountain America Credit Union
Centerville, Utah
TPM: LPL Financial
2014 AUM: $54.7 million
2014 Production: $839,000
% of fee business: 14
Years as financial advisor: 10

80. Beverly Gleason

Washington Trust
Spokane, Wash.
TPM: Cetera
2014 AUM: $161 million
2014 Production: $1.3 million
% of fee business: 0
Years as financial advisor: 27

79. Lester Ernest

SunTrust
Orlando, Fla.
TPM: none
2014 AUM: $35 million
2014 Production: $624,000
% of fee business: 20
Years as financial advisor: 7

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78. Gus Caballero

Space Coast Credit Union
Miami
TPM: LPL Financial
2014 AUM: $33.7 million
2014 Production: $482,000
% of fee business: 4
Years as financial advisor: 14

77. Christopher Barron

Citibank
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 85
Years as financial advisor: 16

76. Peter Nielsen

Citibank
New York
TPM: none
2014 AUM: $149 million
2014 Production: $1.1 million
% of fee business: 89
Years as financial advisor: 18