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Top program managers
We once again scoured the industry for the most successful managers of investment services programs at banks and credit unions.

To compile our list, we used multiple variables and combined them into a weighted average. Specifically, we used six criteria: the number of advisors they oversee, team assets under management, annual team production, percentage growth in AUM, percentage growth in production and production-per-advisor. (We calculate our own estimates for production-per-advisor based on other numbers submitted in our nomination process.)

The bios and number of years in the industry were not used as part of the ranking decision.

FULL TOP 25 PROGRAM MANAGERS CONTENT
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How a passion for coaching turned into a successful career in asset management
Program managers across the country discuss biggest challenges
Voices Nine questions every program manager should be asking

In doing it this way, we used variables that account for size, as well as metrics that capture growth and efficiency. We feel this recognizes well-rounded professionals, as opposed to those who excel in one area but fall short in others.

Scroll through to meet this year's top 25 program managers.

Alison Birrane helped edit this slideshow.


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