2022 Top Directors Awards Winners
Top Investment Services Directors in Financial Institutions 2022 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 an award ceremony on December 7th in Chapel Hill, NC, where we announced the top winners in each category.
2022 Top Directors Winners in Small Firms
Category Sponsor:
Steward Concepts at Family Trust Federal Credit Union
Matthew Griffin
Ranked #1
FNB Investment Services at Farmers National Bank
Jeff Joiner
Ranked #2
First Financial Services at First Bank of Owasso
Brent Keith
Ranked #3
Great Plains Investment Services at Great Plains National Bank
Zachary Archer
Ranked #4
Jonah Wealth Management LLC at Jonah Bank of Wyoming
Eric Newell
Ranked #5
Amarillo Investment Services
at Amarillo National Bank
Director: John Clemens
Bristol Wealth Group
at Bristol County Savings Bank
Director: Louis Ricciardi
BT Wealth Advisors
at The Bank of Tampa
Director: Stacey Pittman
Citizens Financial Services
at The Citizens National Bank of Hillsboro
Director: Branden Mann
DECU Investment & Retirement Services
at Deere Employees Credit Union
Director: Bradley Johannes
First Financial Services
at First Bank of Owasso
Director: Brent Keith
FNB Investment Services
at Farmers National Bank
Director: Jeff Joiner
Great Plains Investment Services
at Great Plains National Bank
Director: Zachary Archer
Jonah Wealth Management
at Jonah Bank of Wyoming
Director: Eric Newell
MCB Investment Services
at Mountain Commerce Bank
Director: Todd Jones
MEMBERS Financial Services
at Sandia Laboratory Federal Credit Union
Director: Melissa Stock
MEMBERS Financial Services
at Southeast Financial Credit Union
Northeast Planning Associates, Inc.
at Bellwether Community Credit Union
Director: Dominic Lucente
RCB Wealth Management
at River City Bank
Director: Kathy Barton
SCU Investment Services
at Sacramento Credit Union
Director: Tarik Eldin
Stewards Concepts
at Family Trust Federal Credit Union
Director: Matthew Griffin
2022 Top Directors Winners in Mid-Size Firms
Category Sponsor:
Northwest Financial Advisors at Northwest Federal Credit Union
Karen Benedict
Ranked #1
Elements Wealth Management at Elements Financial FCU
Matt Snively
Ranked #2
CCU Wealth Strategies at Corning Credit Union
Nick LaPuma
Ranked #3
Towne Wealth Management at TowneBank
Ken Wren
Ranked #4
Allegacy Investment Group at Allegacy Federal Credit Union
Steven Franke
Ranked #5
Allegacy Financial Group
at Allegacy Federal Credit Union
Director: Steven Franke
BCU Wealth Advisors
at BCU
Director: Scott Comeau
CB Financial Services
at Columbia Bank
Director: Stephen Poole
CCU Wealth Strategies
at Corning Credit Union
Director: Nick LaPuma
Elements Wealth Management
at Elements Financial FCU
Director: Matt Snively
Johnson Financial Group Financial Advisors
at Johnson Financial Group
Director: Jess Dohner
Kinecta Wealth Management
at Kinecta Federal Credit Union
Director: Frank Rehhaut
Northwest Financial Advisors
at Northwest Federal Credit Union
Director: Karen Benedict
Towne Wealth Management
at TowneBank
Director: Ken Wren
Wealth Management by Community America
at Community America CU
Director: Mike Haggerty
Wilson Bank and Trust Investment Services
at Wilson Bank and Trust
Director: Damon Bates
Woodforest Wealth Strategies
at Woodforest Bank
Director: Steve Tucker
2022 Top Directors Winners in Large Firms
Category Sponsor:
Addison Avenue Investment Services at First Tech Federal Credit Union
Scott Jenner
Ranked #1
ESL Investment Services, LLC at ESL Federal Credit Union
Peg Gaston
Ranked #2
Pinnacle Financial Partners at Pinnacle Bank
Gary Collier
Ranked #3
Hancock Whitney Investment Services at Hancock Whitney Bank
Jim Fujinaga
Ranked #4
Webster Investment Services at Webster Bank
John Olerio
Ranked #5
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 Winners in Mega Firms
Category Sponsor:
Wintrust Investments at Wintrust Financial
Terry Hughes
Ranked #1
Synovus Securities, Inc. at Synovus Financial Corp.
Rob Varner
Ranked #2
Comerica Securities at Comerica Bank
Mike Malone
Ranked #3
Fulton Financial at Fulton Bank
Michael George
Ranked #4
Arvest Wealth Mangement at Arvest Bank
Ranked #5
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:
CCU Wealth Strategies at Corning Credit Union
Nick LaPuma
Ranked #1
Elements Wealth Management at Elements Financial FCU
Matt Snively
Ranked #2
Addison Avenue Investment Services at First Tech Federal Credit Union
Scott Jenner
Ranked #3
Northwest Financial Advisors at Northwest Federal Credit Union
Karen Benedict
Ranked #4
Steward Concepts at Family Trust Federal Credit Union
Matthew Griffin
Ranked #5
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