Slideshow Top Program Managers by Team Productivity

Published
  • July 28 2014, 7:40am EDT
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Top Program Managers by Team Productivity

Our popular Top 20 Program Managers ranks managers based on 5 variables combined into a weighted average. Those variables are: 1) percentage growth in team AUM; 2) percentage increase in team production; 3) number of advisors under the managers direct supervision; 4) number of licensed bank employees under the manager’s direct supervision; and 5) average production per advisor.

As a special online feature, we also debuted The Next 20, a list of program managers who ranked 21 through 40 our final analysis.

Here we take a fresh look at all 40 program managers (The Top 20 and The Next 20) and list the top 10 based solely on production per advisor. The numbers after their names show where they ranked on our original lists.

Read More:
Top 20 Program Managers
Next 20 Program Managers
Top 10 Program Managers in Number of FAs
Top 10 Program Managers in AUM Increase
Top 10 Program Managers in Production Increase

10. Dan Anderson (14)

Bank: MainSource Bank
TPM: Raymond James
Location: Greensburg, Ind.
Production per advisor: $546,000
FAs manager oversees (12/31/13): 10
Team Production 2013: $4.3 million
Team AUM (12/2013): $549 million

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9. Ed Cwalina (6)

Bank: National Penn Bank
TPM: Cetera Financial Institutions
Location: Allentown, Penn.
Production per advisor: $550,000
FAs manager oversees (12/31/13): 16
Team Production 2013: $8.8 million
Team AUM (12/2013): $229 million

8. Mark Hoaglin (23)

Bank: Patelco Credit Union
TPM: CUSO Financial
Location: Pleasanton, Calif.
Production per advisor: $556,000
FAs manager oversees (12/31/13): 8
Team Production 2013: $4.4 million
Team AUM (12/2013): $454 million

7. Gary Collier (10)

Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tenn.
Production per advisor: $578,000
FAs manager oversees (12/31/13): 17
Team Production 2013: $9.8 million
Team AUM (12/2013): $1.6 billion

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6. Vance Richard (17)

Bank: Iberia Bank
TPM: Essex National Securities
Location: Lafayette, La.
Production per advisor: $590,000
FAs manager oversees (12/31/13): 24
Team Production 2013: $8.5 million
Team AUM (12/2013): $1.1 billion

5. Jack Nelson (19)

Bank: Johnson Bank
TPM: Invest Financial
Location: Racine, Wis.
Production per advisor: $559,000
FAs manager oversees (12/31/13): 12
Team Production 2013: $7.2 million
Team AUM (12/2013): $1.1 billion

4. Beverly Gaines (5)

Bank: Happy State Bank
TPM: LPL Financial
Location: Amarillo, Texas
Production per advisor: $626,000
FAs manager oversees (12/31/13): 6
Team Production 2013: $3.8 million
Team AUM (12/2013): $218 million

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3. Ken Wren Jr. (30)

Bank: Towne Bank
TPM: Raymond James
Location: Suffolk, Va.
Production per advisor: $642,000
FAs manager oversees (12/31/13): 9
Team Production 2013: $5.8 million
Team AUM (12/2013): $1.1 million

2. Melanie Weischwill (16)

Bank: Prosperity Bank
TPM: Cetera Financial Institutions
Location: Victoria, Texas
Production per advisor: $721,000
FAs manager oversees (12/31/13): 7
Team Production 2013: $5.8 million
Team AUM (12/2013): $747 million

1. James Badge (11)

Bank: DFCU Financial
TPM: CUSO Financial
Location: Dearborn, Mich.
Production per advisor: $786,000
FAs manager oversees (12/31/13): 8
Team Production 2013: $6.3 million
Team AUM (12/2013): $1.1 billion