Top 100 Branch Managers
March 3, 2015 7:22 AM
Top 100 Branch Managers
The wealth management industry's leading branch managers work hard to bring out the best in their advisors.
Just like the coach of a winning team aiming for a berth in the playoffs, a top branch manager guides his or her advisors through good times and bad. That manager motivates star players to shine, has the back of those who require extra coaching and recruits new talent.
To acknowledge the importance of their contribution to the success of advisors and their firms, On Wall Street annually spotlights the industry's top 100 branch managers. To identify the crème de la crème among this group of stalwarts, the list will be narrowed by a panel of judges.
In May, we will unveil the top 10 branch managers. Please click through our slideshow to see the top 100 honorees. Or click here for the single page version.
Andrew Welsch
Just like the coach of a winning team aiming for a berth in the playoffs, a top branch manager guides his or her advisors through good times and bad. That manager motivates star players to shine, has the back of those who require extra coaching and recruits new talent.
To acknowledge the importance of their contribution to the success of advisors and their firms, On Wall Street annually spotlights the industry's top 100 branch managers. To identify the crème de la crème among this group of stalwarts, the list will be narrowed by a panel of judges.
In May, we will unveil the top 10 branch managers. Please click through our slideshow to see the top 100 honorees. Or click here for the single page version.
Andrew Welsch
Ameriprise
Joseph DeFalco, San Diego, Calif.*
*Previously nominated.
Image: Bloomberg
*Previously nominated.
Image: Bloomberg
Baird
Landrum Henderson, Charlotte, N.C.
Adam Persily, Roseville, Calif.*
Adam Persily, Roseville, Calif.*
Janney Montgomery Scott
George Keith, Darien, Conn.
Greg Torretta, Ft Lauderdale, Fla.
James Foley, Pittsburgh, Pa.
Jeff Smith, Washington, D.C.
Mike Brown, Radnor, Pa. *
Thomas J. Urban, Palm Beach Gardens, Fla.
Todd Mitchell, Baltimore, Md.*
*Previously nominated.
Greg Torretta, Ft Lauderdale, Fla.
James Foley, Pittsburgh, Pa.
Jeff Smith, Washington, D.C.
Mike Brown, Radnor, Pa. *
Thomas J. Urban, Palm Beach Gardens, Fla.
Todd Mitchell, Baltimore, Md.*
*Previously nominated.
Merrill Lynch
Betu Gill, Modesto, Calif.
Frank Collins, Camp Hill, Pa.
Fred R. Brown, Montgomery, Ala.*
James D. Wright, Pasadena, Calif.*
Mark A. Battaglia, Pittsburgh
Michael Simonds, New York
Ted Durkin, Wayne, Pa.
*Previously nominated.
Image: Bloomberg
Frank Collins, Camp Hill, Pa.
Fred R. Brown, Montgomery, Ala.*
James D. Wright, Pasadena, Calif.*
Mark A. Battaglia, Pittsburgh
Michael Simonds, New York
Ted Durkin, Wayne, Pa.
*Previously nominated.
Image: Bloomberg
Morgan Stanley
Anthony Polimeni, Boca Raton, Fla.
Ben Firestein, New York
Bert White, Boca Raton, Fla.
Bradley Barber, Greenwich, Conn.*
Chris L. Rine, Carlsbad, Calif.
Cira Nickerson, Palo Alto, Calif.
Cynthia Laden Newman, Pasadena, Calif.
Damon Gallagher, New York
David Turetzky, New York
Dino Carfora, Melville, N.Y.
Don Davis, Beverly Hills, Calif.
Eric Jansen, Paramus , N.J.*
Gerald J. Ferrante, New York
Joseph J. Matthews, Fairfield, Conn.
Luis V. Rangel, Boca Raton, Fla.
Mark A. Gherity, Minneapolis, Minn.
Michael Outlaw, Atlanta, Ga.
Michael Simeone, New York*
Neal Cooper, New York *
Nelson Gaertner, Jr., New York
Paul DiGiallonardo, Peoria, Ill.
Rhonda Peluso, Little Falls, N.J.
Robert Beylickjian, Lawrenceville, N.J.
Robert Peyreigne, New York*
Steven Fusco, Woodland Hills, Calif.
Steven Brettler, Blue Bell, Pa.
Todd Sacks, Shrewsbury, N.J.
Clyde S. Matsusaka, Honolulu, Hawaii*
*Previously nominated.
Image: Bloomberg
Ben Firestein, New York
Bert White, Boca Raton, Fla.
Bradley Barber, Greenwich, Conn.*
Chris L. Rine, Carlsbad, Calif.
Cira Nickerson, Palo Alto, Calif.
Cynthia Laden Newman, Pasadena, Calif.
Damon Gallagher, New York
David Turetzky, New York
Dino Carfora, Melville, N.Y.
Don Davis, Beverly Hills, Calif.
Eric Jansen, Paramus , N.J.*
Gerald J. Ferrante, New York
Joseph J. Matthews, Fairfield, Conn.
Luis V. Rangel, Boca Raton, Fla.
Mark A. Gherity, Minneapolis, Minn.
Michael Outlaw, Atlanta, Ga.
Michael Simeone, New York*
Neal Cooper, New York *
Nelson Gaertner, Jr., New York
Paul DiGiallonardo, Peoria, Ill.
Rhonda Peluso, Little Falls, N.J.
Robert Beylickjian, Lawrenceville, N.J.
Robert Peyreigne, New York*
Steven Fusco, Woodland Hills, Calif.
Steven Brettler, Blue Bell, Pa.
Todd Sacks, Shrewsbury, N.J.
Clyde S. Matsusaka, Honolulu, Hawaii*
*Previously nominated.
Image: Bloomberg
Raymond James
Brian Lampsa, Chicago
Daniel Kraus, Boca Raton*
Frank Amigo, Coral Gables, Fla.*
Michael O'Meara, St. Louis*
Rick Hartman, West Conshohocken, Pa.*
Rob Larmore, Atlanta*
Steven Reznik, Tallahassee, Fla.*
Thomas LaPorte, Scottsdale, Ariz.*
*Previously nominated.
Image: Bloomberg
Daniel Kraus, Boca Raton*
Frank Amigo, Coral Gables, Fla.*
Michael O'Meara, St. Louis*
Rick Hartman, West Conshohocken, Pa.*
Rob Larmore, Atlanta*
Steven Reznik, Tallahassee, Fla.*
Thomas LaPorte, Scottsdale, Ariz.*
*Previously nominated.
Image: Bloomberg
RBC Wealth Management
Andy Teller, Dallas*
John Moran, New York *
Ken Ross, Sewickley, Pa.
Michael A. Nielsen, Seattle
Rhys A. Helt, Indianapolis*
*Previously nominated.
Image: Bloomberg
John Moran, New York *
Ken Ross, Sewickley, Pa.
Michael A. Nielsen, Seattle
Rhys A. Helt, Indianapolis*
*Previously nominated.
Image: Bloomberg
UBS
Catherine Lapadula, New York*
Chad Allen, Uniondale, N.Y.
Colin Hawkes, Bellevue, Wash.
Glenn Wiessner, Brea, Calif.*
James Ducey, Boston
John Orr, Long Beach, Calif.*
Peter Landry, Rockland, Mass.
Raymond DiNunzio, Houston, Texas
Steve McCashin, San Francisco
*Previously nominated.
Image: Bloomberg
Chad Allen, Uniondale, N.Y.
Colin Hawkes, Bellevue, Wash.
Glenn Wiessner, Brea, Calif.*
James Ducey, Boston
John Orr, Long Beach, Calif.*
Peter Landry, Rockland, Mass.
Raymond DiNunzio, Houston, Texas
Steve McCashin, San Francisco
*Previously nominated.
Image: Bloomberg
Wells Fargo Advisors
Bill Lampe, Bellevue, Wash.
Brett Bellcase, San Antonio, Texas
Bryan Vowels, Joplin, Mo.*
Clyde Pilkington, Chesterfield, Mo.*
Daniel Doerr, Portage, Mich.
David Wayne Treat, Houston
Deborah H. Valenzuela, Sun City, Ariz.*
Dennis Schmidt, New York
Gary E. Carlson, Salt Lake City, Utah*
Grady Buchan, DeWitt, N.Y
Jay Mahajan, San Diego, Calif.
Jeffrey A. Carpenter, Des Moines , Iowa
Jesse Witt, Sioux Falls, S.D.*
Jim Hawkins, Seattle, Wash.
John Banks, Fort Worth, Texas
John Denault, Ansonia, Conn.*
John McDermott, New York
John V. Melick, III, Toledo, Ohio
Jose A. Yamat Jr., Appleton, Wis.
Joshua Smith, Sacramento, Calif.*
Kevin Friedman, Woodland Hills, Calif.
Kevin Ortmeyer, Chicago, Ill.*
Kirk Mandlin, Portland, Ore.
Krista Brown, Denver, Colo.*
Louis Garofano, Greenwood Village, Colorado
Marco Lloyd, Houston, Texas*
Mark Klein, East Palo Alto, Calif.*
Matt Gnau, Seattle, Wash.
Richard Jacobs, Seal Beach, Calif.*
Richard L. Kendrick, Greenville, S.C.*
Rob Withers, Richmond, Va.
Stephen D. Viets, Las Vegas, Nev.
Tim Sheridan, New York*
*Previously nominated.
Image: Bloomberg
Brett Bellcase, San Antonio, Texas
Bryan Vowels, Joplin, Mo.*
Clyde Pilkington, Chesterfield, Mo.*
Daniel Doerr, Portage, Mich.
David Wayne Treat, Houston
Deborah H. Valenzuela, Sun City, Ariz.*
Dennis Schmidt, New York
Gary E. Carlson, Salt Lake City, Utah*
Grady Buchan, DeWitt, N.Y
Jay Mahajan, San Diego, Calif.
Jeffrey A. Carpenter, Des Moines , Iowa
Jesse Witt, Sioux Falls, S.D.*
Jim Hawkins, Seattle, Wash.
John Banks, Fort Worth, Texas
John Denault, Ansonia, Conn.*
John McDermott, New York
John V. Melick, III, Toledo, Ohio
Jose A. Yamat Jr., Appleton, Wis.
Joshua Smith, Sacramento, Calif.*
Kevin Friedman, Woodland Hills, Calif.
Kevin Ortmeyer, Chicago, Ill.*
Kirk Mandlin, Portland, Ore.
Krista Brown, Denver, Colo.*
Louis Garofano, Greenwood Village, Colorado
Marco Lloyd, Houston, Texas*
Mark Klein, East Palo Alto, Calif.*
Matt Gnau, Seattle, Wash.
Richard Jacobs, Seal Beach, Calif.*
Richard L. Kendrick, Greenville, S.C.*
Rob Withers, Richmond, Va.
Stephen D. Viets, Las Vegas, Nev.
Tim Sheridan, New York*
*Previously nominated.
Image: Bloomberg
