Like many of our top 20 program managers, Ken Wren Jr. attributes his success to a team effort. His inclusion in our list, he says, is more a reflection of the quality of financial advisors at TowneBank as well as its supportive management team and board. As such, he gives his colleagues wide latitude: "We do not dictate product or process to our advisors; each of them is passionate about their business. We try to provide a supportive environment."
The bank has advisors who are very hands on at picking stocks and funds, and others who are bigger advocates of managed account platforms, he says. But ultimately, they are all experienced and passionate about how they manage their client assets.
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