This year's top branch managers all have one thing in common: they have found a way to succeed even during the most challenging times. From turning around a failing branch when no one else wanted the keys to creating a new wealth practice from scratch, these leaders have crafted their own success and pushed for the achievements of their advisors. As one leader on this list says, "If I stayed at no, I'd never have gotten to where I am." This year, On Wall Street teamed up again with New York Life/MainStay Investments to create this ranking. Read on to find out more about the leaders selected by our independent panel of judges-Tyler Cloherty, associate director at Cerulli Associates; Stewart Lee, CEO of Lee Training; and Alois Pirker, research director at Aite Group.
Joseph DeFalco Branch Manager Ameriprise San Diego, Calif. Number of Advisors: 25 Branch AUM: $750 million
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access