2022 Top Directors Awards Finalists

Top Investment Services Directors in Financial Institutions 2022 Finalists

The recipients of the first annual Kehrer Bielan Top Directors Awards were chosen based on a transparent, data-driven process that rewarded for the performance of the Director’s firm across a dozen criteria. You can learn more about our methodology here.

The Top Directors Awards season will culminate in an award ceremony on December 7th in Chapel Hill, NC, where we will announce the top winners in each category.  The finalists are listed below the recording by category.

2022 Top Directors Finalists in Small Firms

 

Category Sponsor:

To be announced

2022 Top Directors Finalists in Mid-Size Firms

Category Sponsor:

To be announced

2022 Top Directors Finalists in Large Firms

Category Sponsor:

Addison Avenue Investment Services
at First Tech Federal Credit Union
Director: Scott Jenner

Associated Investment Services
at Associated Bank
Director: David Kuipers

BECU Investment Services
at BECU
Director: Matt Dailey

ESL Investment Services, LLC
at ESL Federal Credit Union
Director: Peg Gaston

First National Investment Services
at First National Bank
Director: John Harshman

Hancock Whitney Investment Services
at Hancock Whitney Bank
Director: Jim Fujinaga

LPL Financial Located at NYCB
at New York Community Bank
Director: Steve Nugent

Pinnacle Financial Partners
at Pinnacle Bank
Director: Gary Collier

Southstate Investment Services
at Southstate Bank
Director: Tim Sease

Webster Bank Investment Services
at Webster Bank
Director: John Olerio

2022 Top Directors Finalists in Mega Firms

Category Sponsor:

Arvest Wealth Management
at Arvest Bank

Citi Personal Wealth
at Citigroup
Director: Frank Consalo

Comerica Sercurities
at Comerica
Director: Mike Malone

Fifth Third Securities
at Fifth Third Bank
Director: Robert Corsarie

First Citizens Investor Services, Inc.
at First Citizens Bank

First Horizon Advisors, Inc.
at First Horizon Bank
Director: Rhomes Aur

Fulton Financial Advisors
at Fulton Bank
Director: Michael George

Synovus Securities, Inc.
at Synovus
Director: Robert Varner

UnionBank Investment Services
at MUFG Union Bank
Director: Mike Moretensen

Wintrust Investments
at Wintrust
Director: Terry Hughes

2022 Top Directors Finalists in Credit Unions

Category Sponsor:

Addison Avenue Investment Services
at First Tech Fedearl Credit Union
Director: Scott Jenner

Allegacy Investment Group
at Allegacy Federal Credit Union
Director: Steven Franke

CCU Wealth Strategies
at Corning Credit Union
Director: Nick LaPuma

DECU Investmnet & Retirement Services
at Deere Employees Credit Union
Director: Bradley Johannes

Elements Wealth Mangement
at Elembets Financial FCU
Director Matt Snively

ESL Investment Services, LLC
at ESL Federal Credit Union
Director: Peg Gaston

Members Financial Services
at Southeast Financial CU
Director: Ken Coulthard

Northwest Financial Advisors
at Northwest Federal Credit Union
Director: Karen Benedict

Steward Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin

Wealth Management by Comnmunity America
at Community America CU
Director: Mike Haggerty