Top 100 bank advisors (51-75)
December 6, 2017 12:00 PM
Drew Angerer/Bloomberg
Top Bank Advisors (51-75)
Here we continue our Top 100 bank advisors ranking with those who ranked 51-75. You can see those who ranked 1-50, and 76-100 in separate slideshows.
To compile our annual list, we combine multiple variables into one composite score, including assets under management, production, growth and fee business to determine advisors' scores.
Our list has become a true testament to consistency as the winners inevitably are those who do well across the board even if they aren’t the absolute best in a specific area.
Full Top 100 coverage:
•Top 100 bank advisors: Who’s in and how they did it
•Top 100 bank advisors (1 – 25)
•Top 100 bank advisors (26-50)
•Top 100 bank advisors (51-75)
•Top 100 bank advisors (76 – 100)
•Courting HNW clients in the Music City
To compile our annual list, we combine multiple variables into one composite score, including assets under management, production, growth and fee business to determine advisors' scores.
Our list has become a true testament to consistency as the winners inevitably are those who do well across the board even if they aren’t the absolute best in a specific area.
Full Top 100 coverage:
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75. Jeff Alejandro Jr.
Bank: First Tech Federal Credit Union (Addison Avenue Investment Services)
TPM: Raymond James
Location: Cupertino, California
2017 AUM: $121 million
2016 AUM: $112.6 million
2017 Production: $1.1 million
2016 Production: $872,000
Years in industry: 15
TPM: Raymond James
Location: Cupertino, California
2017 AUM: $121 million
2016 AUM: $112.6 million
2017 Production: $1.1 million
2016 Production: $872,000
Years in industry: 15
74. Jimmy May
Bank: First Bank & Trust
TPM: Raymond James
Location: Sioux Falls, South Dakota
2017 AUM: $100.4 million
2016 AUM: $74.9 million
2017 Production: $856,000
2016 Production: $792,000
Years in industry: 14
TPM: Raymond James
Location: Sioux Falls, South Dakota
2017 AUM: $100.4 million
2016 AUM: $74.9 million
2017 Production: $856,000
2016 Production: $792,000
Years in industry: 14
73. Gene Mattingly
Bank: German American
TPM: LPL Financial
Location: Jasper, Indiana
2017 AUM: $182.5 million
2016 AUM: $162.6 million
2017 Production: $846,000
2016 Production: $539,000
Years in industry: 17
TPM: LPL Financial
Location: Jasper, Indiana
2017 AUM: $182.5 million
2016 AUM: $162.6 million
2017 Production: $846,000
2016 Production: $539,000
Years in industry: 17
72. Josh Haber
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $469.3 million
2016 AUM: $443.1 million
2017 Production: $2.3 million
2016 Production: $2.1 million
Years in industry: 18
TPM: N/A
Location: New York
2017 AUM: $469.3 million
2016 AUM: $443.1 million
2017 Production: $2.3 million
2016 Production: $2.1 million
Years in industry: 18
71. Vince Little
Bank: Sturgis Bank
TPM: Raymond James
Location: Sturgis, Michigan
2017 AUM: $125 million
2016 AUM: $96.6 million
2017 Production: $782,000
2016 Production: $688,000 (est)
Years in industry: 20
TPM: Raymond James
Location: Sturgis, Michigan
2017 AUM: $125 million
2016 AUM: $96.6 million
2017 Production: $782,000
2016 Production: $688,000 (est)
Years in industry: 20
70. Kyle Bowen
Bank: Bank of Texas
TPM: BOK Financial
Location: Dallas
2017 AUM: $118 million
2016 AUM: $87 million
2017 Production: $754,000
2016 Production: $582,000
Years in industry: 14
TPM: BOK Financial
Location: Dallas
2017 AUM: $118 million
2016 AUM: $87 million
2017 Production: $754,000
2016 Production: $582,000
Years in industry: 14
69. Stephen Skokos
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Washington, Utah
2017 AUM: $70 million
2016 AUM: $54.9 million
2017 Production: $718,000
2016 Production: $571,000
Years in industry: 5
TPM: LPL Financial
Location: Washington, Utah
2017 AUM: $70 million
2016 AUM: $54.9 million
2017 Production: $718,000
2016 Production: $571,000
Years in industry: 5
68. Josh Mitchell
Bank: PNC
TPM: N/A
Location: Moon Twp, Pennsylvania
2017 AUM: $96 million
2016 AUM: $85.7 million
2017 Production: $939,000
2016 Production: $755,000
Years in industry: 12
TPM: N/A
Location: Moon Twp, Pennsylvania
2017 AUM: $96 million
2016 AUM: $85.7 million
2017 Production: $939,000
2016 Production: $755,000
Years in industry: 12
67. Daniel McGowan
Bank: PNC Bank
TPM: National Financial Services
Location: Versailles, Kentucky
2017 AUM: $100.2 million
2016 AUM: $88.3 million
2017 Production: $909,000
2016 Production: $755,000
Years in industry: 16
TPM: National Financial Services
Location: Versailles, Kentucky
2017 AUM: $100.2 million
2016 AUM: $88.3 million
2017 Production: $909,000
2016 Production: $755,000
Years in industry: 16
Zach Lipp
66. Bernard Reina
Bank: Citibank
TPM: N/A
Location: Los Angeles
2017 AUM: $201.3 million
2016 AUM: $190.0 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 20
TPM: N/A
Location: Los Angeles
2017 AUM: $201.3 million
2016 AUM: $190.0 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 20
65. Diane Kessler
Bank: Citibank
TPM: N/A
Location: Bethesda, Maryland
2017 AUM: $316.6 million
2016 AUM: $280.5 million
2017 Production: $1.1 million
2016 Production: $959,000
Years in industry: 14
TPM: N/A
Location: Bethesda, Maryland
2017 AUM: $316.6 million
2016 AUM: $280.5 million
2017 Production: $1.1 million
2016 Production: $959,000
Years in industry: 14
64. Annette Martin
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Lancaster, Pennsylvania
2017 AUM: $161.1 million
2016 AUM: $147.2 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 22
TPM: Raymond James
Location: Lancaster, Pennsylvania
2017 AUM: $161.1 million
2016 AUM: $147.2 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 22
63. Anthony Petisco
Bank: Total Bank
TPM: Raymond James
Location: Miami
2017 AUM: $95.7 million
2016 AUM: $69.9 million
2017 Production: $657,000
2016 Production: $394,000
Years in industry: 12
TPM: Raymond James
Location: Miami
2017 AUM: $95.7 million
2016 AUM: $69.9 million
2017 Production: $657,000
2016 Production: $394,000
Years in industry: 12
62. Barry Moody
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2017 AUM: $245 million
2016 AUM: $217.3 million
2017 Production: $1.0 million
2016 Production: $883,000
Years in industry: 25
TPM: Raymond James
Location: Nashville, Tennessee
2017 AUM: $245 million
2016 AUM: $217.3 million
2017 Production: $1.0 million
2016 Production: $883,000
Years in industry: 25
61. Deborah Boisselle
Bank: Citizens National Bank of Bluffton
TPM: LPL Financial
Location: Bluffton, Ohio
2017 AUM: $136.1 million
2016 AUM: $132.7 million
2017 Production: $1.9 million
2016 Production: $1.7 million
Years in industry: 23
TPM: LPL Financial
Location: Bluffton, Ohio
2017 AUM: $136.1 million
2016 AUM: $132.7 million
2017 Production: $1.9 million
2016 Production: $1.7 million
Years in industry: 23
60. Robert Hanes
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $468.5 million
2016 AUM: $442.3 million
2017 Production: $2.0 million
2016 Production: $1.9 million
Years in industry: 24
TPM: N/A
Location: New York
2017 AUM: $468.5 million
2016 AUM: $442.3 million
2017 Production: $2.0 million
2016 Production: $1.9 million
Years in industry: 24
59. Brian McLaughlin
Bank: Liberty Bank
TPM: Raymond James
Location: Middletown, Connecticut
2017 AUM: $177.1 million
2016 AUM: $165.7 million
2017 Production: $1.2 million
2016 Production: $1 million
Years in industry: 26
TPM: Raymond James
Location: Middletown, Connecticut
2017 AUM: $177.1 million
2016 AUM: $165.7 million
2017 Production: $1.2 million
2016 Production: $1 million
Years in industry: 26
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58. Costas Grekis
Bank: Clearview Investment Advisors
TPM: CUNA Brokerage Services
Location: Washington, Pennsylvania
2017 AUM: $291.1 million
2016 AUM: $258 million
2017 Production: $1.9 million
2016 Production: $1.8 million
Years in industry: 17
TPM: CUNA Brokerage Services
Location: Washington, Pennsylvania
2017 AUM: $291.1 million
2016 AUM: $258 million
2017 Production: $1.9 million
2016 Production: $1.8 million
Years in industry: 17
JERRY FRISHMAN
57. Adam Allen
Bank: MainSource Bank
TPM: Raymond James
Location: Greenwood, Indiana
2017 AUM: $146.3 million
2016 AUM: $121.5 million
2017 Production: $974,000
2016 Production: $878,000
Years in industry: 16
TPM: Raymond James
Location: Greenwood, Indiana
2017 AUM: $146.3 million
2016 AUM: $121.5 million
2017 Production: $974,000
2016 Production: $878,000
Years in industry: 16
Howard Horan
56. John Evans
Bank: MidwestOne Bank
TPM: LPL Financial
Location: Iowa City, Iowa
2017 AUM: $136.4 million
2016 AUM: $116 million
2017 Production: $1.1 million
2016 Production: $992,000
Years in industry: 13
TPM: LPL Financial
Location: Iowa City, Iowa
2017 AUM: $136.4 million
2016 AUM: $116 million
2017 Production: $1.1 million
2016 Production: $992,000
Years in industry: 13
55. Greg Scott
Bank: Summit Bank
TPM: Raymond James
Location: Panama City, Florida
2017 AUM: $212.9 million
2016 AUM: $195.7 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 15
TPM: Raymond James
Location: Panama City, Florida
2017 AUM: $212.9 million
2016 AUM: $195.7 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 15
54. Robert Fallone
Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $327.6 million
2016 AUM: $309.2 million
2017 Production: $1.4 million
2016 Production: $1.1 million
Years in industry: 9
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $327.6 million
2016 AUM: $309.2 million
2017 Production: $1.4 million
2016 Production: $1.1 million
Years in industry: 9
53. Brian Allsop
Bank: Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2017 AUM: $229 million
2016 AUM: $206 million
2017 Production: $1.3 million
2016 Production: $1.1 million
Years in industry: 28
TPM: Infinex Investments
Location: Canton, Massachusetts
2017 AUM: $229 million
2016 AUM: $206 million
2017 Production: $1.3 million
2016 Production: $1.1 million
Years in industry: 28
52. Robert Nicotra
Bank: Citibank
TPM: N/A
Location: Boca Raton, Florida
2017 AUM: $265.2 million
2016 AUM: $243.8 million
2017 Production: $1.5 million
2016 Production: $1.3 million
Years in industry: 28
TPM: N/A
Location: Boca Raton, Florida
2017 AUM: $265.2 million
2016 AUM: $243.8 million
2017 Production: $1.5 million
2016 Production: $1.3 million
Years in industry: 28
51. Peter Darke
Bank: Citibank
TPM: N/A
Location: Washington, D.C.
2017 AUM: $240.8 million
2016 AUM: $213.4 million
2017 Production: $1.3 million
2016 Production: $1.2 million
Years in industry: 19
TPM: N/A
Location: Washington, D.C.
2017 AUM: $240.8 million
2016 AUM: $213.4 million
2017 Production: $1.3 million
2016 Production: $1.2 million
Years in industry: 19
