Slideshow Top bank advisers (1-25)

Published
  • December 01 2015, 1:00pm EST
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Top bank advisers (1-25)

Finally, the best of the best: We're pleased to present our top bank advisers, numbers 1-25. Yesterday we highlighted numbers 26-50.

Our ranking is designed to recognize the most successful bank and credit union advisers 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.


25. John Kane

Bank: Citadel

Location: West Chester, Pa.

TPM: CUSO Financial

2015 AUM: $133 million

2015 production: $1.1 million

Fee business: 59%

Years in current position: 9

Total years as FA: 9

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24. Evan Mayer

Bank: Suntrust

Location: Boca Raton, Fla.

TPM: none

2015 AUM: $60 million

2015 production: $1 million

Fee business: 60%

Years in current position: 3

Total years as FA: 12

23. Christopher Barron

Bank: Citibank

Location: New York

TPM: none

2015 AUM: $192.9 million

2015 production: $1.4 million

Fee business: 75%

Years in current position: 9

Total years as FA: 17

22. Patrick Faulkner

Monarch Bank

Williamsburg, Va.

TPM: Raymond James

2015 AUM: $164.6 million

2015 production: $1.2 million

Fee business: 72%

Years in current position: 3

Total years as FA: 30

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21. Steven Kennedy

Bank: TowneBank

Location: Newport News, Va.

TPM: Raymond James

2015 AUM: $222.8 million

2015 production: $2 million

Fee business: 57%

Years in current position: 10

Total years as FA: 28

20. Alex Joannides

Bank: Wells Fargo

Location: Anchorage, Alaska

TPM: none

2015 AUM: $102 million

2015 production: $998,000

Fee business: 93%

Years in current position: 7

Total years as FA: 8

19. Chuck Rood

Bank: Wells Fargo

Location: Portland, Ore.

TPM: none

2015 AUM: $208.9 million

2015 production: $1.4 million

Fee business: 90%

Years in current position: 6

Total years as FA: 18

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18. Paul Mancuso Jr.

Bank: Community Bank of Parkersburg

Location: Parkersburg, W.V.

TPM: Cetera

2015 AUM: $95.2 million

2015 production: $1.2 million

Fee business: 11%

Years in current position: 16

Total years as FA: 18

17. Adam Nieto

Bank: Fremont Bank

Location: Fremont, Calif.

TPM: Sorrento Pacific

2015 AUM: $284.7 million

2015 production: $3.2 million

Fee business: 1%

Years in current position: 13

Total years as FA: 26

16. Kristopher Samiec

Bank: PNC Bank

Location: Chicago

TPM: none

2015 AUM: $54.8 million

2015 production: $653,000

Fee business: 70%

Years in current position: 4

Total years as FA: 18

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15. Randall Krenzin

Bank: Wells Fargo

Location: San Jose, Calif.

TPM: none

2015 AUM: $494 million

2015 production: $3.3 million

Fee business: 71%

Years in current position: 8

Total years as FA: 22

14. Gregory Scott

Bank: Summit Bank

Location: Panama City, Fla.

TPM: Raymond James

2015 AUM: $193.8 million

2015 production: $1.5 million

Fee business: 85%

Years in current position: 7

Total years as FA: 13

13. Kin Vinson

Bank: Wells Fargo

Location: Charlotte, N.C.

TPM: none

2015 AUM: $300 million

2015 production: $2 million

Fee business: 75%

Years in current position: 9

Total years as FA: 12

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12. Julian Cruz

Bank: IBC Bank

Location: McAllen, Texas

TPM: LPL

2015 AUM: $134 million

2015 production: $1.3 million

Fee business: 11%

Years in current position: 8

Total years as FA: 11

11. William Oliver

Bank: Wells Fargo

Location: Charlotte, N.C.

TPM: none

2015 AUM: $1.1 billion

2015 production: $6.9 million

Fee business: 85%

Years in current position: 9

Total years as FA: 18

10. William Murphy

Bank: Wells Fargo

Location: The Woodlands, Texas

TPM: none

2015 AUM: $345 million

2015 production: $2.3 million

Fee business: 75%

Years in current position: 7

Total years as FA: 11

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9. Paul Stetter Jr.

Bank: Fulton Bank

Location: Ephrata, Pa.

TPM: Raymond James

2015 AUM: $182.1 million

2015 production: $1.8 million

Fee business: 65%

Years in current position: 7

Total years as FA: 13

8. Greg Manning

Bank: Citibank

Location: Stamford, Conn.

TPM: none

2015 AUM: $117.5 million

2015 production: $2.9 million

Fee business: 13%

Years in current position: 3

Total years as FA: 31

7. Robert Reich

Bank: Wells Fargo

Location: McLean, Va.

TPM: none

2015 AUM: $515.2 million

2015 production: $3.8 million

Fee business: 93%

Years in current position: 7

Total years as FA: 23

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6. Derek Oglesby

Bank: Wells Fargo

Location: Simpsonville, S.C.

TPM: none

2015 AUM: $243.5 million

2015 production: $2.2 million

Fee business: 58%

Years in current position: 7

Total years as FA: 14

5. Russell Cesari

Bank: Northwest Federal Credit Union

Location: Herndon, Va.

TPM: LPL

2015 AUM: $549 million

2015 production: $5.4 million

Fee business: 93%

Years in current position: 15

Total years as FA: 18

4. Emile Abinader

Bank: Citibank

Location: Granada Hills, Calif.

TPM: none

2015 AUM: $369.3 million

2015 production: $4 million

Fee business: 79%

Years in current position: 13

Total years as FA: 15

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3. Jason Holland

Bank: Wells Fargo

Location: Dallas, Texas

TPM: none

2015 AUM: $221.2 million

2015 production: $2.2 million

Fee business: 80%

Years in current position: 10

Total years as FA: 16

2. James Christy

Bank: Northwest Federal Credit Union

Location: Herndon. Va.

TPM: LPL

2015 AUM: $250.7 million

2015 production: $2.4 million

Fee business: 85%

Years in current position: 12

Total years as FA: 12

1. Debra Alberto

Bank: Wells Fargo

Location: Clive, Iowa

TPM: none

2015 AUM: $260.6 million

2015 production: $1.8 million

Fee business: 90%

Years in current position: 24

Total years as FA: 24