Our popular Top Program Managers ranking considers several variables combined into a weighted average. Those variables include: 1) total team assets under management; 2) annual growth in team assets; 3) annual increase in team production; 4) average production per advisor; number of full-time advisors on the team directly overseen by the manager; and 6) number of LBEs on the team.


This year, we expanded the list by also including those managers who ranked 21 through 50 in our final analysis.


Here we take a fresh look at all 50 program managers and list the top 20 based on production per advisor on their teams. The numbers after their names show where they ranked on our original lists.

To view the slideshow version click here.

 

20.

John Olerio  (15)

Bank: Webster Bank

TPM:  LPL

Location:  Wallingford, Conn.

Avg. production per rep:  $376,000

FAs manager oversees 2014: 66

Team production 2014:  $24.8 million

Team AUM 2014:  $2.6 billion

Years in current job:  3

Years in wealth management:  28

 

19.

Louis Mastropietro (13)

Bank:  Astoria Federal Savings Bank

TPM:  LPL

Location:  Lake Success, N.Y.

Avg. production per rep:  $411,000

FAs manager oversees 2014: 55

Team production 2014:  $22.6 million

Team AUM 2014:  $2.7 billion

Years in current job: 7

Years in wealth management: 30

 

18.

John Taylor (34)

Bank: Liberty Bank

TPM: Raymond James

Location: Middletown, Conn.

Avg. production per rep: $416,000

FAs manager oversees 2014: 9

Team production 2014:  $3,747,184

Team AUM 2014:  $524 million

Years in current job: 15

Years in wealth management: 32

 

17.

Matthew Snively (43)

Bank: Elements Financial Federal Credit Union

TPM: LPL

Location: Indianapolis, Ind.

Avg. production per rep: $430,390

FAs manager oversees 2014: 8

Team production 2014:  $3,443,121

Team AUM 2014:  $449 million

Years in current job: 6

Years in wealth management:  23

 

16.

Dan Anderson (33)

Bank: MainSourceBank

TPM: Raymond James

Location: Greensburg, Ind.

Avg. production per rep: $433,000

FAs manager oversees 2014: 10

Team production 2014:  $4,332,152

Team AUM 2014:  $600 million

Years in current job: 12

Years in wealth management: 20

 

15.

Amy Proctor (48)

Bank: Texas Bank & Trust

TPM: Raymond James

Location: Longview, Texas

Avg. production per rep: $439,000

FAs manager oversees 2014:  4

Team production 2014:  $2,192,633

Team AUM 2014:  $430 million

Years in current job: 3

Years in wealth management: 3

 

14.

Steve Kruchten (12)

Bank:  Bremer Bank

TPM:  Raymond James

Location:  Lake Elmo, Minn.

Avg. production per rep:  $476,000

FAs manager oversees 2014: 26

Team production 2014:  $12.3 million

Team AUM 2014:  $1.7 billion

Years in current job: 7

Years in wealth management: 28

 

13.

Fred Greene (26)

Bank: Woodforest National Bank

TPM: Raymond James

Location: The Woodlands, Texas

Avg. production per rep: $495,000

FAs manager oversees 2014: 8

Team production 2014:  $4,453,125

Team AUM 2014:  $699 million

Years in current job: 2

Years in wealth management: 31

 

12.

Douglas Wicks (31)

Bank: Kinecta Federal Credit Union

TPM: LPL

Location: Westlake Village, Calif.

Avg. production per rep: $498,000

FAs manager oversees 2014: 19

Team production 2014:  $9,456,000

Team AUM 2014:  $1.3 billion

Years in current job: 13

Years in wealth management: 15

 

11.

Michael George (14)

Bank:  Fulton Bank

TPM:  Raymond James

Location:  Lancaster, Pa.

Avg. production per rep:  $500,000

FAs manager oversees 2014: 45

Team production 2014:  $22 million

Team AUM 2014:  $2.9 billion

Years in current job: 1

Years in wealth management:  21

 

10.

Larry Squires (45)

Bank: Wilson Bank & Trust

TPM: Raymond James

Location: Lebanon, Tenn.

Avg. production per rep: $507,000

FAs manager oversees 2014: 5

Team production 2014: $3,044,993

Team AUM 2014: $479 million

Years in current job: 21

Years in wealth management: 21

 

9.

Scott Jenner (5)

Bank: First Tech C.U. Addison Ave.

TPM: Raymond James

Location:  Rocklin, Calif.

Avg. production per rep:  $557,000

FAs manager oversees 2014: 29

Team production 2014: $19 million

Team AUM 2014:  $3 billion

Years in current job: 9

Years in wealth management:  33

 

8.

Thomas Howard (20)

Bank:  BancorpSouth

TPM:  Infinex Investments

Location:  Tupelo, Miss.

Avg. production per rep:  $575,000

FAs manager oversees 2014: 20

Team production 2014:  $9.5 million

Team AUM 2014:  $1.8 billion

Years in current job:  9

Years in wealth management: 29

 

7. Ken Wren Jr. (30)

Bank: TowneBank

TPM: Raymond James

Location: Suffolk, Va.

Avg. production per rep: $613,000

FAs manager oversees 2014: 11

Team production 2014:  $6,743,406

Team AUM 2014:  $1.2 billion

Years in current job: 11

Years in wealth management: 20

 

6. Agnes Lew (6)

Bank: East West Bank

TPM: Cetera

Location:  Pasadena, Calif.

Avg. production per rep:  $633,000

FAs manager oversees 2014: 36

Team production 2014:$15.8 million

Team AUM 2014:  $778 million

Years in current job: 3

Years in wealth management: 16

 

5. Jim McCrudden (35)

Bank: Citadel Federal Credit Union

TPM: CUSO

Location: Exton, Pa.

Avg. production per rep: $647,547

FAs manager oversees 2014: 7

Team production 2014:  $4,532,828

Team AUM 2014:  $485 million

Years in current job: 11

Years in wealth management: 25

 

4. Jack Nelson (23)

Bank: Johnson Bank

TPM: Invest Financial

Location: Racine, Wis.

Avg. production per rep: $659,000

FAs manager oversees 2014: 12

Team production 2014: $7,906,767 

Team AUM 2014:  $1.2 billion

Years in current job:3

Years in wealth management: 30

 

3. Gary Collier (17)

Bank:  Pinnacle Bank

TPM:  Raymond James

Location:  Nashville, Tenn.

Avg. production per rep:  $664,000

FAs manager oversees 2014: 16

Team production 2014:  $11.3 million

Team AUM 2014:  $1.7 billion

Years in current job: 6

Years in wealth management: 23

 

2. Vance Richard (8)

Bank:  Iberia Bank

TPM:  Essex National Securities

Location:  Lafayette, La.

Avg. production per rep:  $692,000

FAs manager oversees 2014: 26

Team production 2014:  $9.6 million

Team AUM 2014:  $1.25 billion

Years in current job: 17

Years in wealth management: 26

 

1. James Badge (38)

Bank: DFCU Financial

TPM: CUSO

Location: Dearborn, Mich.

Avg. production per rep: $745,000

FAs manager oversees 2014: 9

Team production 2014:  $6,705,724

Team AUM 2014:  $1.1 billion

Years in current job: 14

Years in wealth management: 29