Slideshow Top 20 program managers in the bank channel

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  • May 04 2016, 8:29am EDT
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Top 20 program managers

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 managers in several criteria, including the number of advisors they oversee, team assets under management, team production, percentage growth in team AUM, percentage growth in team production and production per advisor.

We strive to use variables that account for size (of the program, of AUM and production) as well as metrics that capture growth and efficiency. That way, we feel we create a list of well-rounded professionals, as opposed to those who excel in one area but fall short in others.

20. Louis Mastropietro

Bank/TPM: Astoria Bank/LPL Financial
Location: Lack Success. N.Y.
Number of advisors on team: 55
2015 team AUM: $2.7 billion
2014 team AUM: $2.7 billion
2015 team production: $21.9 million
2014 team production: $22.5 million
2015 Average production per advisor: $398,752

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19. Michael George

Bank/TPM: Fulton Financial Advisors/Raymond James
Location: Lancaster, Pa.
Number of advisors on team: 44
2015 team AUM: $2.8 billion
2014 team AUM: $2.8 billion
2015 team production: $22.1 million
2014 team production: $22.5 million
2015 Average production per advisor: $492,246

18. Jim Badge

Bank/TPM: DFCU Financial/CUSO Financial
Location: Dearborn, Mich
Number of advisors on team: 11
2015 team AUM: $1.2 billion
2014 team AUM: $1.2 billion
2015 team production: $7.4 million
2014 team production: $6.7 millions
2015 Average production per advisor: $674,747

17. Nancy Almond

Bank/TPM: Columbia Bank/Cetera
Location: Tocoma, Wash.
Number of advisors on team: 18
2015 team AUM: $234.8 million
2014 team AUM: $193.7 million
2015 team production: $8.1 million
2014 team production: $7.2 million
2015 Average production per advisor: $405,665

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16. Kristen Vitale

Bank/TPM: First Midwest Bank/LPL Financial
Location: Itasca, Ill.
Number of advisors on team: 32
2015 team AUM: $1.0 billion
2014 team AUM: $977.1 million
2015 team production: $8.7 million
2014 team production: $7.6 million
2015 Average production per advisor: $336,997

15. Denise Togger

Bank/TPM: Union Investment Services/Raymond James
Location: Henrico, Va.
Number of advisors on team: 21
2015 team AUM: $1.0 billion
2014 team AUM: $986.8 million
2015 team production: $7.0 million
2014 team production: $6.1 million
2015 Average production per advisor: $373,495

14. Chad Waddoups

Bank/TPM: Mountain America Credit Union/LPL Financial
Location: West Jordan, Utah
Number of advisors on team: 31
2015 team AUM: $658.9 million
2014 team AUM: $582.2 million
2015 team production: $8.0 million
2014 team production: $6.9 million
2015 Average production per advisor: $320,969

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13. Drue Anderson

Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 52
2015 team AUM: $4.6 billion
2014 team AUM: $4.7 billion
2015 team production: $33.0 million
2014 team production: $35.5 million
2015 Average production per advisor: $687,820

12. Scott Jenner

Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
Number of advisors on team:
2015 team AUM: $2.9 billion
2014 team AUM: $2.9 billion
2015 team production: $20.4 million
2014 team production: $18.9 million
2015 Average production per advisor: $706,314

11. Chris Alexis

Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 43
2015 team AUM: $3.2 billion
2014 team AUM: $3.1 billion
2015 team production: $23.9 million
2014 team production: $24.3 million
2015 Average production per advisor: $630,099

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10. Gary Collier

Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
Number of advisors on team: 18
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $11.9 million
2014 team production: $11.2 million
2015 Average production per advisor: $747,730

9. Judy Meyers

Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 42
2015 team AUM: $3.8 billion
2014 team AUM: $4.0 billion
2015 team production: $24.1 million
2014 team production: $21.5 million
2015 Average production per advisor: $635,844

8. Brian Voss

Bank/TPM: NBT Bank/LPL Financial
Location: Norwich, N.Y.
Number of advisors on team: 31
2015 team AUM: $1.0 billion
2014 team AUM: $989 million
2015 team production: $8.2 million
2014 team production: $7.5 million
2015 Average production per advisor: $294,500

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7. Peter Hong

Bank/TPM: Citigroup
Location: New York
Number of advisors on team: 31
2015 team AUM: $2.1 billion
2014 team AUM: $1.8 billion
2015 team production: $11.3 million
2014 team production: $10.4 million
2015 Average production per advisor: $435,333

6. Ken Wren, Jr.

Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
Number of advisors on team: 13
2015 team AUM: $1.4 billion
2014 team AUM: $1.1 billion
2015 team production: $7.6 million
2014 team production: $6.7 million
2015 Average production per advisor: $760,466

5. Melanie Weischwill

Bank/TPM: Prosperity Bank/Cetera
Location: Victoria, Texas
Number of advisors on team: 14
2015 team AUM: $1.2 billion
2014 team AUM: $1.1 billion
2015 team production: $8.8 million
2014 team production: $7.3 million
2015 Average production per advisor: $630,900

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4. Steve Kruchten

Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
Number of advisors on team: 28
2015 team AUM: $1.7 billion
2014 team AUM: $1.6 billion
2015 team production: $13.8 million
2014 team production: $12.3 million
2015 Average production per advisor: $533,360

3. Walter Scheide

Bank/TPM: PNC
Location: Seven Fields. Pa.
Number of advisors on team: 19
2015 team AUM: $1.6 billion
2014 team AUM: $1.5 billion
2015 team production: $12.1 million
2014 team production: $10.3 million
2015 Average production per advisor: 654,000

2. Bill Auriemma

Bank/TPM: Wells Fargo
Location: McLean, Va.
Number of advisors on team: 28
2015 team AUM: $2.7 billion
2014 team AUM: $2.6 billion
2015 team production: $19.1 million
2014 team production: $16.6 million
2015 Average production per advisor: $721,000

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1. Nick Bellino

Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
Number of advisors on team: 35
2015 team AUM: $1.7 billon
2014 team AUM: $1.6 billion
2015 team production: $14.2 million
2014 team production: $12 million
2015 Average production per advisor: $418,000