Slideshow Top program managers by team productivity

Published
  • July 11 2016, 1:03pm EDT
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Top program managers by team productivity

Our popular Top Program Managers ranking considers several variables combined into a weighted average, including team AUM, team production, number of advisers and production per adviser.

We also published our usual "Next 20," which ranked the program managers who ranked 21 through 40 in our analysis.

● See our Top 20 program managers (1-20) and Next 20 program managers (21-40)
● See our Top program managers by team AUM

Here we take a fresh look at all 40 (The Top 20 and The Next 20) and list the top teams based solely on production per adviser. In some cases, we generated our own estimates of the per-adviser productivity numbers based on a team's annual production and its average headcount over the year. The numbers after their names show where the program managers ranked on our original lists.

20. Jim Ganger (39)

Bank/TPM: Spire Credit Union/Essex National Securities
Location: Falcon Heights, Minn.
Number of advisers on team: 4
2015 Team AUM: $48.4 million
2014 Team AUM: $21.4 million
2015 team production: $1.2 million
2014 team production: $171,000
2015 Average production per adviser: $402,900

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19. Nick Bellino (1)

Bank/TPM: First National Bank of Penn/Cetera
Location: Pittsburgh, Pa.
Number of advisers 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 adviser: $405,700

18. John Olerio (27)

Bank/TPM: Webster Bank/LPL Financial
Location: Waterbury, Conn.
Number of advisers on team: 67
2015 Team AUM: $2.5 billion
2014 Team AUM: $2.6 billion
2015 team production: $23.4 million
2014 team production: $24.8 million
2015 Average production per adviser: $415,500

17. Nancy Almond (17)

Bank/TPM: Columbia Bank/Cetera
Location: Tocoma, Wash.
Number of advisers 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 adviser: $427,000

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16. Fred Greene (35)

Bank/TPM: Woodforest National Bank/Raymond James
Location: The Woodlands, Texas
Number of advisers on team: 6
2015 Team AUM: $636 million
2014 Team AUM: $699 million
2015 team production: $4.8 million
2014 team production: $4.5 million
2015 Average production per adviser: $455,600

15. Doug Wicks (25)

Bank/TPM: Kinecta Federal Credit Union/LPL Financial
Location: Manhattan Beach, Calif.
Number of advisers on team: 22
2015 Team AUM: $1.4 billion
2014 Team AUM: $1.3 billion
2015 team production: $9.5 million
2014 team production: $9.5 million
2015 Average production per adviser: $471,000

14. Michael George (19)

Bank/TPM: Fulton Financial Advisers/Raymond James
Location: Lancaster, Pa.
Number of advisers 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 adviser: $492,200

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13. Steve Kruchten (4)

Bank/TPM: Bremer Bank/Raymond James
Location: Saint Louis Park, Minn.
Number of advisers 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 adviser: $495,300

12. Agnes Lew (33)

Bank/TPM: East West Bank/Cetera
Location: Pasadena, Calif.
Number of advisers on team: 35
2015 Team AUM: $962 million
2014 Team AUM: $778 million
2015 team production: $17.7 million
2014 team production: $15.8 million
2015 Average production per adviser: $506,800

11. Ken Wren, Jr. (6)

Bank/TPM: TowneBank/Raymond James
Location: Suffolk, Va.
Number of advisers 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 adviser: $543,200

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10. Chris Alexis (11)

Bank/TPM: Citigroup
Location: New York
Number of advisers 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 adviser: $556,800

9. Judy Meyers (9)

Bank/TPM: Citigroup
Location: New York
Number of advisers 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 adviser: $575,300

8. Gary Collier (10)

Bank/TPM: Pinnacle Bank/Raymond James
Location: Nashville, Tenn.
Number of advisers 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 adviser: $629,600

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7. Melanie Weischwill (5)

Bank/TPM: Prosperity Bank/Cetera
Location: Victoria, Texas
Number of advisers 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 adviser: $630,900

6. Drue Anderson (13)

Bank/TPM: Citigroup
Location: New York
Number of advisers 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 adviser: $634,900

5. Walter Scheide (3)

Bank/TPM: PNC
Location: Seven Fields. Pa.
Number of advisers 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 adviser: $653,000

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4. Jim Badge (18)

Bank/TPM: DFCU Financial/CUSO Financial
Location: Dearborn, Mich
Number of advisers 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 adviser: $674,700

3. Bill Auriemma (2)

Bank/TPM: Wells Fargo
Location: McLean, Va.
Number of advisers 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 adviser: $682,400

2. Scott Jenner (12)

Bank/TPM: Addison Avenue Investment Services/Raymond James
Location: Rocklin, Calif.
Number of advisers on team: 30
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 adviser: $682,800

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1. Steven Franke (32)

Bank/TPM: Allegacy Federal Credit Union/CUSO Financial
Location: Winston Salem, N.C.
Number of advisers on team: 9
2015 Team AUM: $995 million
2014 Team AUM: $971 million
2015 Team production: $6.1 million
2014 team production: $6.3 million
2015 Average production per adviser: $683,000