Slideshows

2012 Program Managers

20. Ken Wren Jr. 20. Ken Wren Jr.

TowneBank/Raymond James

Team production in 2011: $4.5m

Team AUM: $780m

Average production per advisor: $562,571

No. of FAs: 8

19. Mark Mullican 19. Mark Mullican

Fulton Bank/Raymond James

Team production in 2011: 16.7m

Team AUM: $1.9b

Average production per advisor: $407,449

No. of FAs: 41

18. Wayne Martin 18. Wayne Martin

Ameris Bank/Raymond James

Team production in 2011: $1.1m

Team AUM: $121.5m

Average production per advisor: $187,500

No. of FAs: 6

17. Agnes Lew 17. Agnes Lew

Cathay Bank/PrimeVest Financial Services

Team production in 2011: $4.2m

Team AUM: $236.7m

Average production per advisor: $350,000

No. of FAs: 12

16. Gary Collier 16. Gary Collier

Pinnacle National Bank/Raymond James

Team production in 2011: $8m

Team AUM: $1.1b

Average production per advisor: $446,718

No. of FAs: 18

15. Matthew Clark 15. Matthew Clark

Mountain America Credit Union/LPL

Team production in 2011: $4.8m

Team AUM: $293.4m

Average production per advisor: $440,275

No. of FAs: 9

14. Lou Mastropietro 14. Lou Mastropietro

Astoria Federal Savings/LPL

Team production in 2011: $24.2m

Team AUM: $3b

Average production per advisor: $450,463

No. of FAs: 48

13. Donna McNeely 13. Donna McNeely

Premier America Credit Union/LPL

Team production in 2011: $1.4m

Team AUM: $136m

Average production per advisor: $510,087

No. of FAs: 4

12. Jan Krug 12. Jan Krug

Tri Counties Bank/Raymond James

Team production in 2011: $2.1m

Team AUM: $293.1m

Average production per advisor: $211,784

No. of FAs: 10

11. Matthew Snively 11. Matthew Snively

Eli Lilly Federal Credit Union/LPL

Team production in 2011: $2.1m

Team AUM: $293m

Average production per advisor: $483,000

No. of FAs: 5

10. Kevin Walrath 10. Kevin Walrath

Northwest Financial Group/LPL

Team production in 2011: $4.9m

Team AUM: $588m

Average production per advisor: $978,000

No. of FAs: 6

9. Slade Simons 9. Slade Simons

Gulf Coast Bank/LPL

Team production in 2011: $1.9m

Team AUM: $178m

Average production per advisor: $437,510

No. of FAs: 7

8. Steve Kruchten 8. Steve Kruchten

Bremer Bank/Raymond James

Team production in 2011: $8.7m

Team AUM: $1.1b

Average production per advisor: $376,261

No. of FAs: 23

7. Tim Ratty 7. Tim Ratty

Wells Fargo/N.A.

Team production in 2011: $21.5m

Team AUM: $2.2b

Average production per advisor: $500,000

No. of FAs: 36

6. Dan Anderson 6. Dan Anderson

MainSource Bank/Raymond James

Team production in 2011: $3m

Team AUM: $237.5m

Average production per advisor: $369,835

No. of FAs: 8

5. Jim McCrudden 5. Jim McCrudden

Citadel Federal Credit Union/CUSO Financial Services

Team production in 2011: $3.1m

Team AUM: $256m

Average production per advisor: $629,000

No. of FAs: 5

4. Andrew Kaplan 4. Andrew Kaplan

New York Community Bank/LPL

Team production in 2011: $14.6m

Team AUM: $1.8b

Average production per advisor: $382,448

No. of FAs: 45

3. Michael Petramalo 3. Michael Petramalo

Wells Fargo/N.A.

Team production in 2011: $24.2m

Team AUM: $2.6b

Average production per advisor: $543,000

No. of FAs: 46

2. Leo Iacobelli 2. Leo Iacobelli

ESL Federal Credit Union/LPL

Team production in 2011: $5.8m

Team AUM: $554m

Average production per advisor: $545,109

No. of FAs: 11

1. Douglas Wicks 1. Douglas Wicks

Kinecta Federal Credit Union/LPL

Team production in 2011: $7.9m

Team AUM: $883m

Average production per advisor: $702,663

No. of FAs: 13

Meet the 2012 Top 20 Program Managers. We considered four factors in this year’s ranking: growth in team production; growth in team assets; average production per advisor and number of FAs the manager oversees. Our next issue will include all the data points as well as bios. In the meantime, enjoy the slide show and congratulations to the winners. Plus, here’s a link to last year’s winners. And, here’s a link to 10 who just missed this year's list.

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