Slideshow Honoring the Top Branch Managers

  • February 19 2014, 4:13pm EST
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Throwing the Spotlight on Branch Managers

The wealth industry’s 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 year’s 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, we’ll reveal their decisions and profile this year’s Top 10 Branch Managers of the Year Awards’ winners here and in the pages of our magazine.

Here is the complete list of this year’s Honorees by firm.

Addison Avenue Investment Services/ Raymond James

Kelly Corah -- Beaverton, Ore.

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Ameriprise Financial

Joseph De Falco -- San Diego, Calif.

Mark Feiler -- Farmington Hills, Mich.

Mayo Woodward – Birmingham, Ala.


Steve Binder -- Denver, Colo.

Bremer Bank

Stephen Kruchten -- Saint Paul, Mich.

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Carver Financial Services

Randolph Carver – Mentor, Ohio

Citi Personal Wealth Management

Judy Meyers – Plainview, N.Y.

Davenport & Company

Maura LaVay – Williamsburg, Va.

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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.

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JRA Financial

Katherine Moss -- Maple Grove, Minn.

LPL Financial

Joseph Ruzycki -- Troy, Mich.

MainSource Bank

Daniel Anderson -- Greensburg, Ind.

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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.

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
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.

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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 O’Meara -- 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.

Stratos Wealth Partners

Jeff Concepcion -- Solon, Ohio

Charles Shapiro -- San Diego, Calif.

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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.

Waddell & Reed

Brian Kurland -- Portland, Ore.

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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.