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.