Top Investment Services Directors Award Winners

Top Investment Services Directors in Financial Institutions 2021 Winners

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 culminated in a virtual award ceremony on December 13th, where we announced the top winners in each category.  The recipients and ranked winners are listed below the recording by category.

 

View the recording of the Top Directors Awards Ceremony

2021 Top Directors in Small Firms

Click on a firm or name to view the press release.

First Bank of Owasso

First Bank of Owasso

Ranked #1

Jonah Bank of Wyoming - John Newell

Jonah Bank of Wyoming - John Newell

Ranked #2

Bellwether Community Credit Union

Bellwether Community Credit Union

Ranked #3

South Louisiana Bank

South Louisiana Bank

Ranked #4

Community National Bank of Hondo- Chris Van Stavern

Community National Bank of Hondo- Chris Van Stavern

Ranked #5

2021 Top Directors in Mid-Size Firms

Category Sponsor:

Click on a firm or name to view the press release.

Northwest Financial Advisors - Karen Benedict

Northwest Financial Advisors - Karen Benedict

Ranked #1

Elements Financial FCU - Matthew Snively

Elements Financial FCU - Matthew Snively

Ranked #2

CCU Wealth Strategies - Nick LaPuma

CCU Wealth Strategies - Nick LaPuma

Ranked #3

Allegacy Federal Credit Union - Steven Franke

Allegacy Federal Credit Union - Steven Franke

Ranked #4

Towne Investment Group - Ken Wren, Jr.

Towne Investment Group - Ken Wren, Jr.

Ranked #5

2021 Top Directors in Large Firms

Category Sponsor:

Click on a firm or name to view the press release.

First Tech/Addison Avenue Investment Services - Scott Jenner

First Tech/Addison Avenue Investment Services - Scott Jenner

Ranked #1

Hancock Whiteny Investment Services - Jim Fujinaga

Hancock Whiteny Investment Services - Jim Fujinaga

Ranked #2

Associated Investment Services - David Kuipers

Associated Investment Services - David Kuipers

Ranked #3

Commerce Brokerage Services

Ranked #4

Investors Bank - Rich Koll

Investors Bank - Rich Koll

Ranked #5

2021 Top Directors in Mega Firms

Category Sponsor:

Click on a firm or name to view the press release.

Wintrust Wealth Management

Wintrust Wealth Management

Ranked #1

Citi Personal Wealth Management - Frank Consalo

Citi Personal Wealth Management - Frank Consalo

Ranked #2

Comerica Securities - Mike Malone

Comerica Securities - Mike Malone

Ranked #3

First Horizon Advisors, Inc.

First Horizon Advisors, Inc.

Ranked #4

Pinnacle Asset Management - Gary Collier

Pinnacle Asset Management - Gary Collier

Ranked #5

Synovus Securities - Rob Varner

Synovus Securities - Rob Varner

Ranked #6