Honoring the Top Branch Managers
February 19, 2014 4:13 PM
Throwing the Spotlight on Branch Managers
The wealth industrys branch managers bring out the best in their advisors. Like the coach of a winning team, a top branch manager helps guide his or her advisors through good times and bad. He gets his star players to shine, supports those who need a little extra coaching and recruits promising new talent.
To acknowledge their importance to the success of their firms, On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on these stalwarts with our 7th Annual Branch Manager Awards. This years accolades fall to 100 Honorees that have been nominated by their firms and then selected from this broader field by our editors.
To determine the crème de la crème, this list will be narrowed further by our four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training. In May, well reveal their decisions and profile this years Top 10 Branch Managers of the Year Awards winners here and in the pages of our magazine.
Here is the complete list of this years Honorees by firm.
To acknowledge their importance to the success of their firms, On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on these stalwarts with our 7th Annual Branch Manager Awards. This years accolades fall to 100 Honorees that have been nominated by their firms and then selected from this broader field by our editors.
To determine the crème de la crème, this list will be narrowed further by our four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training. In May, well reveal their decisions and profile this years Top 10 Branch Managers of the Year Awards winners here and in the pages of our magazine.
Here is the complete list of this years Honorees by firm.
Addison Avenue Investment Services/ Raymond James
Kelly Corah -- Beaverton, Ore.
Ameriprise Financial
Joseph De Falco -- San Diego, Calif.
Mark Feiler -- Farmington Hills, Mich.
Mayo Woodward Birmingham, Ala.
Mark Feiler -- Farmington Hills, Mich.
Mayo Woodward Birmingham, Ala.
Baird
Steve Binder -- Denver, Colo.
Bremer Bank
Stephen Kruchten -- Saint Paul, Mich.
Carver Financial Services
Randolph Carver Mentor, Ohio
Citi Personal Wealth Management
Judy Meyers Plainview, N.Y.
Davenport & Company
Maura LaVay Williamsburg, Va.
Exemplar Financial Network
David Hubbard -- Crystal Lake, Ill.
Independent Financial Partners
William Hamm -- Tampa, Fla.
Janney Montgomery Scott
Michael Brown Radnor, Pa.
Steven Pitassi -- Providence, R.I.
Thomas Simcik Philadelphia, Pa.
Steven Pitassi -- Providence, R.I.
Thomas Simcik Philadelphia, Pa.
JRA Financial
Katherine Moss -- Maple Grove, Minn.
LPL Financial
Joseph Ruzycki -- Troy, Mich.
MainSource Bank
Daniel Anderson -- Greensburg, Ind.
Merrill Lynch
Jeffrey Adams -- Pittsford, N.Y.
Fred Brown -- Montgomery, Ala.
Michael Rogers -- Los Angeles, Calif.
James Wright -- Pasadena, Calif.
Deborah Shepherd -- Princeton, N.J.
Dominick Tomeo -- Garden City, N.Y.
Fred Brown -- Montgomery, Ala.
Michael Rogers -- Los Angeles, Calif.
James Wright -- Pasadena, Calif.
Deborah Shepherd -- Princeton, N.J.
Dominick Tomeo -- Garden City, N.Y.
Morgan Stanley
Bradley Barber -- Greenwich, Conn.
Robert Beylickjian -- Lawrenceville, N.J.
Andy Black -- New Orleans, La.
Thomas Bonds -- Newport Beach, Calif.
Neal Cooper -- New York, N.Y.
Don Davis -- Beverly Hills, Calif.
Mark Evans -- Chicago, Ill.
Gerald tFerrante -- New York, N.Y.
Steve Hendrickson Omaha, Neb.
Michael Higgins -- Boca Raton, Fl
a.
Fred Hill -- Lutherville, Md.
Eric Jansen -- Paramus, N.J.
Robert Malenfant -- Boston, Mass.
Joseph Matthews -- Fairfield, Conn.
Kevin McCarty -- Miami, Fla.
Cynthia Newman -- Pasadena, Calif.
Cira Nickerson -- San Francisco, Calif.
Michaek Outlaw -- Atlanta, Ga.
Rhonda Peluso -- Little Falls, N.J.
Robert Peyreigne -- New York, N.Y.
V.R. Raman -- Barrington, Ill.
Jeffrey Reiss -- Garden City, N.Y.
Todd Sacks -- Shrewbury, N.J.
Aaron Stanford -- Baton Rouge, La.
Gregg Stupinski -- Naples, Fla.
Jeff Swartz -- Boston, Mass.
Damont Gallagher -- New York, N.Y.
Robert Beylickjian -- Lawrenceville, N.J.
Andy Black -- New Orleans, La.
Thomas Bonds -- Newport Beach, Calif.
Neal Cooper -- New York, N.Y.
Don Davis -- Beverly Hills, Calif.
Mark Evans -- Chicago, Ill.
Gerald tFerrante -- New York, N.Y.
Steve Hendrickson Omaha, Neb.
Michael Higgins -- Boca Raton, Fl
a.
Fred Hill -- Lutherville, Md.
Eric Jansen -- Paramus, N.J.
Robert Malenfant -- Boston, Mass.
Joseph Matthews -- Fairfield, Conn.
Kevin McCarty -- Miami, Fla.
Cynthia Newman -- Pasadena, Calif.
Cira Nickerson -- San Francisco, Calif.
Michaek Outlaw -- Atlanta, Ga.
Rhonda Peluso -- Little Falls, N.J.
Robert Peyreigne -- New York, N.Y.
V.R. Raman -- Barrington, Ill.
Jeffrey Reiss -- Garden City, N.Y.
Todd Sacks -- Shrewbury, N.J.
Aaron Stanford -- Baton Rouge, La.
Gregg Stupinski -- Naples, Fla.
Jeff Swartz -- Boston, Mass.
Damont Gallagher -- New York, N.Y.
Oppenheimer & Co.
Rich Grobman -- Philadelphia, Pa.
Raymond James
Frank Amigo -- Coral Gables, Fla.
Richard Hartman -- Bala Cynwyd, Pa.
Tom Hirsch -- Louisville, Ky.
Thomas LaPorte -- Scottsdale, Ariz.
Rob Larmore -- Atlanta, Ga.
Michael OMeara -- St Louis, Mo.
Joe Touchton Indianapolis, Ind.
Richard Hartman -- Bala Cynwyd, Pa.
Tom Hirsch -- Louisville, Ky.
Thomas LaPorte -- Scottsdale, Ariz.
Rob Larmore -- Atlanta, Ga.
Michael OMeara -- St Louis, Mo.
Joe Touchton Indianapolis, Ind.
RBC Wealth Management
Warren Bischoff -- Chevy Chase, Md.
Mike Crowell -- Hunt Valley, Md.
Scott Fergang -- Paramus, N.J.
John Moran -- New York, N.Y.
Michael Nielsen -- Seattle, Wash.
Ken Ross -- Sewickle, Pa.
Mike Crowell -- Hunt Valley, Md.
Scott Fergang -- Paramus, N.J.
John Moran -- New York, N.Y.
Michael Nielsen -- Seattle, Wash.
Ken Ross -- Sewickle, Pa.
Stratos Wealth Partners
Jeff Concepcion -- Solon, Ohio
Charles Shapiro -- San Diego, Calif.
Charles Shapiro -- San Diego, Calif.
TowneBank
Ken Wren -- Suffolk, Va.
UBS Financial Services
Michael Goldfader -- Irvine, Calif.
Catherine Lapadula -- New York, N.Y.
John Orr -- Long Beach, Calif.
Lane Strumlauf -- Fort Lauderdale, Fla.
Glenn Wiessner -- Brea, Calif.
Catherine Lapadula -- New York, N.Y.
John Orr -- Long Beach, Calif.
Lane Strumlauf -- Fort Lauderdale, Fla.
Glenn Wiessner -- Brea, Calif.
Waddell & Reed
Brian Kurland -- Portland, Ore.
Wells Fargo Advisors
Steve Akers -- Minneapolis, Minn.
Frank Albanese -- Cleveland, Ohio
John Banks -- Fort Worth, Texas
Rick Burrows -- Tucson, Ariz.
Gary Carlson -- Salt Lake City, Utah
Christopher Davis -- Melville, N.Y.
Joseph Evans -- Westlake Village, Calif.
Louis Garofano -- Greenwood Village, Colo.
Theodore Geller -- New York, N.Y.
John Giannone -- Berwyn, Pa.
Lou Ginocchio -- Cincinnati, Ohio
Jim Hawkins -- Seattle, Wash.
Mark Klein -- Palo Alto, Calif.
William Lee -- San Antonio, Texas
Kirk Mandlin -- Portland, Ore.
John McDermott -- New York, N.Y.
Scott Orr -- Providence, R.I.
K. Jackson Rhoades -- Mountain Home, Ariz.
Gregory Strnadel -- Tyler, Texas
Thomas Thives -- Florham Park, N.J.
Jeffrey Thompson -- Denver, Colo.
Forrest Williams -- Washington, D.C.
Phil Winterson -- Los Angeles, Calif.
Rob Withers -- Richmond, Va.
Eric Young -- St. Paul, Minn.
David Zimmerman -- Beverly Hills, Calif.
Dennis Schmidt -- New York, N.Y.
Frank Albanese -- Cleveland, Ohio
John Banks -- Fort Worth, Texas
Rick Burrows -- Tucson, Ariz.
Gary Carlson -- Salt Lake City, Utah
Christopher Davis -- Melville, N.Y.
Joseph Evans -- Westlake Village, Calif.
Louis Garofano -- Greenwood Village, Colo.
Theodore Geller -- New York, N.Y.
John Giannone -- Berwyn, Pa.
Lou Ginocchio -- Cincinnati, Ohio
Jim Hawkins -- Seattle, Wash.
Mark Klein -- Palo Alto, Calif.
William Lee -- San Antonio, Texas
Kirk Mandlin -- Portland, Ore.
John McDermott -- New York, N.Y.
Scott Orr -- Providence, R.I.
K. Jackson Rhoades -- Mountain Home, Ariz.
Gregory Strnadel -- Tyler, Texas
Thomas Thives -- Florham Park, N.J.
Jeffrey Thompson -- Denver, Colo.
Forrest Williams -- Washington, D.C.
Phil Winterson -- Los Angeles, Calif.
Rob Withers -- Richmond, Va.
Eric Young -- St. Paul, Minn.
David Zimmerman -- Beverly Hills, Calif.
Dennis Schmidt -- New York, N.Y.
