Thirteen Raymond James-affiliated program managers named among top in the nation
ST. PETERSBURG, Fla. – Thirteen program managers affiliated with the Raymond James Financial Institutions Division were recently named among the top in the nation by Bank Investment Consultant magazine. Six were named to the publication’s prestigious annual list of the Top 20 Program Managers, and seven others were named among the top 50.
The Raymond James – affiliated investment program managers honored in this annual list are:
No. 3 - Denise Togger, Union Bank & Trust
No. 5 - Scott Jenner, First Tech Federal Credit Union/Addison Avenue Investment Services
No. 12 - Steve Kruchten, Bremer Bank
No. 14 - Michael George, Fulton Bank
No. 17 - Gary Collier, Pinnacle Bank
No. 19 - Matt Varney, Bank of Colorado
No. 26 - Fred Greene, Woodforest National Bank
No. 30 - Ken Wren Jr., TowneBank
No. 33 - Dan Anderson, MainSource Bank
No. 34 - John Taylor, Liberty Bank
No. 36 - Tommy Lee Jr., PriorityOne Bank
No. 45 - Larry Squires, Wilson Bank & Trust
No. 48 - Amy Proctor, Texas Bank & Trust
“We are honored to be affiliated with these exceptional program managers,” said John W. Houston, managing director of the firm’s Financial Institutions Division. “This recognition is awarded to some of the very best in the industry, and we congratulate these program managers on being named to this esteemed list.”
To determine the Top 20 Program Managers, Bank Investment Consultant combined multiple variables into a weighted average. Specifically, the publication used six factors: total team assets under management, growth of team assets, growth of team annual production, average production per advisor, number of full-time advisors the program manager directly supervises and the number of licensed branch employees under their supervision.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Its subsidiaries have approximately 6,300 financial advisors serving in excess of 2.6 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $496 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
About the Financial Institutions Division of Raymond James Financial Services
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with brokerage services as an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James, the financial institutions and investment centers are independent entities.