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.