Top 10 Branch Managers of the Year
April 30, 2013 5:27 PM
<b>On Wall Street and New York Life/Mainstay Investments Present:</b>
Who are the top leaders in the industry? Click through for this year's top branch manager award winners. Then check out the full cover story from our May issue for the challenges and successes that pushed them to the front of the pack.
<b>Joseph DeFalco</b>
Branch Manager
Ameriprise
San Diego, Calif.
Number of Advisors: 25
Branch AUM: $750 million
Ameriprise
San Diego, Calif.
Number of Advisors: 25
Branch AUM: $750 million
<b>Jeff Dobyns</b>
President, Branch Manager
Southwestern Investment Group/Raymond James
Franklin, Tenn.
Number of Advisors: 21
Branch AUM: $1.2 billion
Southwestern Investment Group/Raymond James
Franklin, Tenn.
Number of Advisors: 21
Branch AUM: $1.2 billion
<b>Rick Folmar</b>
Complex Manager
Wells Fargo Advisors
Oklahoma and
Northwest Arkansas
Number of Advisors: 133
Branch AUM: $9 billion
Wells Fargo Advisors
Oklahoma and
Northwest Arkansas
Number of Advisors: 133
Branch AUM: $9 billion
<b>Michael Gatewood</b>
Complex Director
UBS Wealth Management
Troy, Mich.
Number of Advisors: 91
Branch AUM: $9.8 billion
UBS Wealth Management
Troy, Mich.
Number of Advisors: 91
Branch AUM: $9.8 billion
<b>Catherine Lapadula</b>
Complex Director,
Managing Director
UBS - International
New York City
Number of Advisors: 52
Branch AUM: $6 billion
Managing Director
UBS - International
New York City
Number of Advisors: 52
Branch AUM: $6 billion
<b>Brock Loen</b>
Branch Manager, Senior Vice President, Portfolio Manager
D.A. Davidson & Co.
Seattle
Number of Advisors: 21
Branch AUM: $2 billion
D.A. Davidson & Co.
Seattle
Number of Advisors: 21
Branch AUM: $2 billion
<b>Rob Malenfant</b>
Executive Director, Complex
Manager, Family Wealth Director
Morgan Stanley
Boston
Number of Advisors: 130
Branch AUM: $15 billion
Manager, Family Wealth Director
Morgan Stanley
Boston
Number of Advisors: 130
Branch AUM: $15 billion
<b>Kirk Mandlin</b>
Complex Manager,
Managing Director
Wells Fargo Advisors
Portland, Ore.
Number of Advisors: 140
Branch AUM: $7.1 billion
Managing Director
Wells Fargo Advisors
Portland, Ore.
Number of Advisors: 140
Branch AUM: $7.1 billion
<b>Eric H. Siber </b>
Senior Managing Director, Complex Director
RBC Wealth Management
Parsippany, NJ
Number of Advisors: 40
Branch AUM: $6 billion
RBC Wealth Management
Parsippany, NJ
Number of Advisors: 40
Branch AUM: $6 billion
<b>Stephen Viets</b>
Managing Director,
Market Manager
Wells Fargo Advisors
Las Vegas
Number of Advisors: 100
Branch AUM: $6 billion
Market Manager
Wells Fargo Advisors
Las Vegas
Number of Advisors: 100
Branch AUM: $6 billion
