Slideshow Top bank advisers (76-100)

Published
  • November 23 2015, 8:12am EST
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Top bank advisers (76-100)

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

Today, we are showcasing 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 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.


100. Bob Leibham

Bank: Johnson Bank

Location: Brookfield, Wis.

TPM: Invest Financial

2015 AUM: $106.6 million

2015 production: $580,000

Fee business: 60%

Years in current position: 13

Total years as FA: 18

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99. Chi Mak

Bank: Flushing Bank

Location: Uniondale, N.Y.

TPM: Essex National

2015 AUM: $93 million

2015 production: $664,000

Fee business: 0%

Years in current position: 6

Total years as FA: 10

98. Matthew Obradovich

Bank: New York Community

Location: South Euclid, N.Y.

TPM: LPL

2015 AUM: $81 million

2015 production: $731,000

Fee business: 25%

Years in current position: 4

Total years as FA: 16

97. Zachary Archer

Bank: Bank of Oklahoma

Location: Edmond, Okla.

TPM: BOSC

2015 AUM: $82 million

2015 production: $927,000

Fee business: 10%

Years in current position: 5

Total years as FA: 14

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96. Matt Lawler

Bank: F&M Bank

Location: South Sioux City, Neb.

TPM: Securities America

2015 AUM: $65 million

2015 production: $514,000

Fee business: 43%

Years in current position: 20

Total years as FA: 25

95. Rob Jacobsen

Bank: Johnson Bank

Location: Racine, Wis.

TPM: Invest Financial

2015 AUM: $231 million

2015 production: $1.8 million

Fee business: 0%

Years in current position: 29

Total years as FA: 29

94. Clayton Bentzen

Bank: Central Bank

Location: Warrensburg, Mo.

TPM: Invest Financial

2015 AUM: $22.2 million

2015 production: $336,000

Fee business: 2%

Years in current position: 5

Total years as FA: 6

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93. Todd Perry

Bank: PNC Bank

Location: Camp Hill, Pa.

TPM: none

2015 AUM: $176.1 million

2015 production: $1.3 million

Fee business: 46%

Years in current position: 4

Total years as FA: 12

92. Thomas Dunker

Bank: The F&M Bank

Location: Galesburg, Ill.

TPM: LPL

2015 AUM: $90 million

2015 production: $890,000

Fee business: 36%

Years in current position: 13

Total years as FA: 18

91. Carolyn McLemore

Bank: Trustmark National Bank

Location: Jackson, Miss.

TPM: LPL

2015 AUM: $87 million

2015 production: $688,000

Fee business: 79%

Years in current position: 14

Total years as FA: 20

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90. Beverly Gleason

Bank: Washington Trust Bank

Location: Spokane, Wash.

TPM: Cetera

2015 AUM: $160.8 million

2015 production: $1.5 million

Fee business: 0%

Years in current position: 17

Total years as FA: 17

89. Jay Burkett

Bank: United Community Banks

Location: Cleveland, Ga.

TPM: Invest Financial

2015 AUM: $79.4 million

2015 production: $1.2 million

Fee business: 3%

Years in current position: 15

Total years as FA: 18

88. John Haugh

Bank: Five Star Bank

Location: Warsaw, N.Y.

TPM: LPL

2015 AUM: $60 million

2015 production: $551 million

Fee business: 12%

Years in current position: 16

Total years as FA: 16

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87. Alex Marks

Bank: Citibank

Location: Chicago

TPM: none

2015 AUM: $519 million

2015 production: $3 million

Fee business: 51%

Years in current position: 26

Total years as FA: 27

86. Harold Harris

Bank: Trustmark National Bank

Location: Meridian, Miss

TPM: LPL

2015 AUM: $130.7 million

2015 production: $1.5 million

Fee business: 0%

Years in current position: 9%

Total years as FA: 28%

85. Gene Songy

Bank: South Louisiana Bank

Location: Houma, La.

TPM: Investment Centers of America

2015 AUM: $51.9 million

2015 production: $458,000

Fee business: 63%

Years in current position: 4

Total years as FA: 5

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84. Peter Shieh

Bank: Citibank

Location: Rowland Heights, Calif.

TPM: none

2015 AUM: $244.2 million

2015 production: $1.7 million

Fee business: 50%

Years in current position: 9

Total years as FA: 13

83. James Hare

Bank: Pinnacle Bank

Location: Raymond James

TPM: Nashville, Tenn

2015 AUM: $128.1 million

2015 production: $1.2 million

Fee business: 95%

Years in current position: 8

Total years as FA: 16

82. Michael Tarantino

Bank: Home State Bank

Location: Fort Collins, Colo.

TPM: Investment Center of America

2015 AUM: $51 million

2015 production: $350,000

Fee business: 91%

Years in current position: 11

Total years as FA: 13

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81. Paul Atala

Bank: Citibank

Location: New York

TPM: none

2015 AUM: $101.6 million

2015 production: $802,000

Fee business: 42%

Years in current position: 3

Total years as FA: 7

80. Steve Germany

Bank: Bank of Texas

Location: Grapevine, Texas

TPM: BOSC

2015 AUM: $130.5 million

2015 production: $873,000

Fee business: 15%

Years in current position: 8

Total years as FA: 19

79. Brett Everhart

Bank: First Tech Federal C.U. (Addison Avenue Investments)

Location: San Diego

TPM: Raymond James

2015 AUM: $167.8 million

2015 production: $1.5 million

Fee business: 39

Years in current position: 3

Total years as FA: 32

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78. Greg Silva

Bank: Webster Bank

Location: Cranston, R.I.

TPM: LPL

2015 AUM: $34 million

2015 production: $475,000

Fee business: 25%

Years in current position: 4

Total years as FA: 10

77. Timothy Manning

Bank: First Niagara Bank

Location: Loudonville, N.Y.

TPM: LPL

2015 AUM: $112.2 million

2015 production: $676,000

Fee business: 40%

Years in current position: 6

Total years as FA: 20

76. John McRae

Bank: Citizens National Bank

Location: Meridian, Mass

TPM: Raymond James

2015 AUM: $327.6 million

2015 production: $2.2 million

Fee business: 20%

Years in current position: 16

Total years as FA: 22