Slideshow Top 20 Program Managers: Best of the Best

Published
  • September 21 2015, 4:09pm EDT
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Top 20 Program Managers: Best of the Best

After scouring the industry for the best managers in the bank channel, here is our annual Top 20 Program Managers ranking.

Our list is designed to recognize the most successful bank and credit union program managers in several criteria, including percentage growth in team AUM, percentage growth in team production, production per advisor, number of advisors and number of LBEs.

20. Thomas Howard

Bank: BancorpSouth
TPM: Infinex Investments
Location: Tupelo, Miss.
FAs manager oversees 2014: 20
Team production 2014: $9.5 million
Team AUM 2014: $1.8 billion
Avg. production per rep: $575,000
Years in current job: 9
Years in wealth management: 29

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19. Matt Varney

Bank: Bank of Colorado
TPM: Raymond James
Location: Greeley, Colo.
FAs manager oversees 2014: 9
Team production 2014: $3.6 million
Team AUM 2014: $501 million
Avg. production per rep: $362,000
Years in current job: 15
Years in wealth management: 19

18. Chad Waddoups

Bank: Mountain America Credit Union
TPM: LPL
Location: West Jordan, Utah
FAs manager oversees 2014: 25
Team production 2014: $6.9 million
Team AUM 2014: $582 million
Avg. production per rep: $277,000
Years in current job: 7
Years in wealth management: 17

17. Gary Collier

Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tenn.
FAs manager oversees 2014: 16
Team production 2014: $11.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $664,000
Years in current job: 6
Years in wealth management: 23

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16. Craig Snyder

Bank: America Group
TPM: LPL
Location: Southfield, Mich.
FAs manager oversees 2014: 21
Team production 2014: $5.1 million
Team AUM 2014: $890 million
Avg. production per rep: $247,000
Years in current job: 11
Years in wealth management: 32

15. John Olerio

Bank: Webster Bank
TPM: LPL
Location: Wallingford, Conn.
FAs manager oversees 2014: 66
Team production 2014: $24.8 million
Team AUM 2014: $2.6 billion
Avg. production per rep: $376,000
Years in current job: 3
Years in wealth management: 28

14. Michael George

Bank: Fulton Bank
TPM: Raymond James
Location: Lancaster, Pa.
FAs manager oversees 2014: 45
Team production 2014: $22 million
Team AUM 2014: $2.9 billion
Avg. production per rep: $500,000
Years in current job: 1
Years in wealth management: 21

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13. Louis Mastropietro

Bank: Astoria Federal Savings Bank
TPM: LPL
Location: Lake Success, N.Y.
FAs manager oversees 2014: 55
Team production 2014: $22.6 million
Team AUM 2014: $2.7 billion
Avg. production per rep: $411,000
Years in current job: 7
Years in wealth management: 30

12. Steve Kruchten

Bank: Bremer Bank
TPM: Raymond James
Location: Lake Elmo, Minn.
FAs manager oversees 2014: 26
Team production 2014: $12.3 million
Team AUM 2014: $1.7 billion
Avg. production per rep: $476,000
Years in current job: 7
Years in wealth management: 28

11. Michael Zito

Bank: Trustmark National Bank
TPM: LPL
Location: Jackson, Miss.
FAs manager oversees 2014: 31
Team production 2014: $11.1 million
Team AUM 2014: $1.5 billion
Avg. production per rep: $361,000
Years in current job: 7
Years in wealth management: 7

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10. Nick Bellino

Bank: First National Bank
TPM: Cetera Financial Services
Location: Pittsburgh
FAs manager oversees 2014: 33
Team production 2014: $12 million
Team AUM 2014: $1.6 billion
Avg. production per rep: $353,000
Years in current job: 5
Years in wealth management: 25

9. Robert Carr

Bank: Central Bank
TPM: Invest Financial Corp.
Location: Jefferson City, Mo.
FAs manager oversees 2014: 31
Team production 2014: $9.9 million
Team AUM 2014: $2.2 billion
Avg. production per rep: $322,000
Years in current job: 2
Years in wealth management: 35

8. Vance Richard

Bank: Iberia Bank
TPM: Essex National Securities
Location: Lafayette, La.
FAs manager oversees 2014: 26
Team production 2014: $9.6 million
Team AUM 2014: $1.25 billion
Avg. production per rep: $692,000
Years in current job: 17
Years in wealth management: 26

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7. Glenn Brodwater

Bank: Investors Bank
TPM: Essex National Securities
Location: Short Hills, N.J.
FAs manager oversees 2014: 23
Team production 2014: $7.2 million
Team AUM 2014: $453 million
Avg. production per rep: $315,000
Years in current job: 4
Years in wealth management: 14

6. Agnes Lew

Bank: East West Bank
TPM: Cetera
Location: Pasadena, Calif.
FAs manager oversees 2014: 36
Team production 2014:$15.8 million
Team AUM 2014: $778 million
Avg. production per rep: $633,000
Years in current job: 3
Years in wealth management: 16

5. Scott Jenner

Bank: First Tech C.U. Addison Ave.
TPM: Raymond James
Location: Rocklin, Calif.
FAs manager oversees 2014: 29
Team production 2014: $19 million
Team AUM 2014: $3 billion
Avg. production per rep: $557,000
Years in current job: 9
Years in wealth management: 33

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4. Kristen Vitale

Bank: First Midwest Bank
TPM: LPL
Location: Chicago
FAs manager oversees 2014: 26
Team production 2014: $7.6 million
Team AUM 2014: $977 million
Avg. production per rep: $294,000
Years in current job: 4
Years in wealth management: 21

3. Denise Togger

Bank: Union Bank
TPM: Raymond James
Location: Henrico, Va.
FAs manager oversees 2014: 23
Team production 2014: $6.1 million
Team AUM 2014: $987 million
Avg. production per rep: $228,000
Years in current job: 12
Years in wealth management: 27

2. Tim Sease

Bank: South State Bank
TPM: LPL
Location: Charleston, S.C.
FAs manager oversees 2014: 25
Team production 2014: $4.2 million
Team AUM 2014: $1.1 billion
Avg. production per rep: $169,000
Years in current job: 1
Years in wealth management: 22

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1. Paul Restante

Bank: Community Bank
TPM: Invest Financial
Location: Syracuse, N.Y.
FAs manager oversees 2014: 27
Team production 2014: $8.5 million
Team AUM 2014: $1.4 billion
Avg. production per rep: $315,000
Years in current job: 5
Years in wealth management: 30