Top Directors Awards Nominations
Nominations for the 2023 Top Directors Awards are now closed!
Congratulations to the 2023 Top Directors nominees! Each nominee will be considered for an award in one or more category according to our transparent, data-driven evaluation methodology. For more information on the evaluation methodology used to determine the 2023 Top Directors Awards, please click here.
For questions on nominations, please contact awards@kehrergroup.com.
2023 List of Nominees by Institution
| Institution | Investment Services DBA | Investment Services Director |
|---|---|---|
| Alabama One Credit Union | Alabama One Wealth Advisory | Tyler Foster |
| Allegacy Federal Credit Union | Allegacy Investment Group | Merrill Stewart |
| Amalgamated Bank | Amalgamated Investment Services | Robert Mante |
| America First Credit Union | CUSO Financial Services located at America’s First Credit Union | Brandon Handy |
| American Airlines CU | Flagship Financial Group | Tom Decker |
| American Savings Bank | American Savings Investment Services | Phil Pomella |
| American State Savings | American Investment Services | Darrel Raih |
| Apple Bank | Infinex Financial Consultants | |
| Arvest Bank | Arvest Wealth Management | |
| Associated Bank | Associated Investment Services | David Kuipers |
| Atlantic Union Bank | Atlantic Union Financial Consultants | |
| Bank of Botetourt | Botetourt Wealth Management | |
| Bank of Hawaii | Bankoh Investment Services | Christopher Otto |
| BCU | BCU Wealth Advisors | |
| BECU | BECU Investment Services | Matt Dailey |
| Bellco Credit Union | CUSO Financial Services at Bellco Credit Union | Cynthia Pollard |
| Blue Eagle Credit Union | Blue Eagle Wealth Management | Andrew Scheckner |
| BMO Harris Bank | BMO Harris Investment Services | Wallace Harris, Jr. |
| California Credit Union | California Credit Union Wealth Management | Brian Venn |
| CapStar Bank | CapStar Wealth Management | |
| Cathay Bank | Cathay Wealth Management | Phil Hurst |
| CBI Bank & Trust | F&M Investment Services | Thomas Dunker |
| CEFCU | CEFCU Investment Services | |
| Centier Bank | Centier Investment Services | Tim Coleman |
| Central Bank | Central Investment Advisors | |
| Citigroup | Citi Personal Wealth | Frank Consalo |
| Citizens Bank | Citizens Securities Inc. | |
| Citizens National Bank, N.A. | Citizens National Investment Services | Tommy Boggs |
| Comerica | Comerica Securities | |
| Community America Credit Union | Copper Financial Network, LLC | Brad Scott |
| Corning Credit Union | CCU Wealth Strategies | Nick LaPuma |
| Deere Employees Credit Union | DECI Investment & Retirement Services | Brad Johannes |
| Delta Community Credit Union | Delta Community Retirement & Investment Services | |
| Desert Financial Credit Union | Desert Financial Wealth Management | |
| DFCU Financial | DFCU Financial Partners | Patrick Maher |
| Diamond Credit Union | Diamond Financial Planning | |
| Eastman Credit Union | ECU Asset Management | |
| Elements Financial FCU | Elements Wealth Management | Matthew Snively |
| Elevations Credit Union | Elevations Wealth Management | John Marx |
| ESL FCU | ESL Investment Services | |
| ESSA Bank & Trust | ESSA Investment Services | Jim Ferry |
| FAIRWINDS Credit Union | Wealth Management at FAIRWINDS | |
| Family Trust Federal Credit Union | Steward Concepts | Matthew Griffin |
| Farmers National Bank | FNB Investment Services | Jeff Joiner |
| Fifth Third | Fifth Third Securities | Robert Cosarie |
| First Bancorp | FB Wealth Management | |
| First Citizens Bank | First Citizens Investor Services, Inc. | David Biliter; Marc Hogan |
| First Commonwealth Bank | First Commonwealth Advisors | Mark Ganung |
| First Hawaiian Bank | First Hawaiian Advisors | |
| First Horizon Bank | First Horizon Advisors, Inc. | Rhomes Aur |
| First Merchants Bank | First Merchants Investment Services | Brett Fisher |
| First National Bank of Omaha | First Investments & Planning | |
| First National Bank of PA | FNB Investment Services | John Harshman |
| First PREMIER Bank | First PREMIER Investment Services | Gary Harmelink |
| First Tech Federal Credit Union | Addison Avenue Investment Services | |
| FNB Corporation | F.N.B. Investment Services | John Harshman |
| Frost Bank | Frost Investment Services, LLC | Angela Holiday |
| Fulton Bank | Fulton Financial Advisors | Michael George |
| Great Plains National Bank | Great Plains Investment Services | Zachary Archer |
| GTE Financial (Federal Credit Union) | GTE Investment Group | Michael Simon |
| Hancock Whitney | Hancock Whitney Financial Consultants | Keith P. LeBlanc |
| Heritage Bank | Heritage Wealth Strategies | Kimberly R. Superneau |
| Huntingtion Bank | Huntington Financial Advisors | Michael Miroballi |
| Independence Bank of Kentucky | Independence Financial Services | Josh Searcy |
| ION Bank | ION Investments | Chris Nardone |
| JD Bank | JD Prime Investment Services | |
| Jonah Bank of Wyoming | Jonah Wealth Management | Eric Newell |
| Johnson Financial Group | Johnson Financial Group Financial Advisors | Jess Dohner |
| Key Bank | Key Investment Services | Solomon Schmidt |
| Kinecta Federal Credit Union | Kinecta Wealth Management | Frank Rehhaut |
| Kirtland Credit Union | Kirtland Financial Services | Todd Trevino |
| Langley Federal Credit Union | Langley Investment Services | Najib Khan |
| Lumbee Guarantee Bank | Lumbee Guarantee Financial Services | Carl Anthony |
| M&T Bank | Wilmington Advisors | Matt McAfee |
| Marine Federal Credit Union | Marine Federal Financial Group | Preston Garner |
| Merk, Sharp & Dohme FCU | New Britain Financial Advisors | Bryan Percherek |
| Meriwest Credit Union | Meriwest Wealth Advisors | Ian Foo |
| MUFG Union Bank | UnionBanc Investment Services | |
| Navy Federal Credit Union | Navy Federal Investment Services | Kevin Driscoll |
| NEFCU | NEFCU Financial Group | |
| North Shore Bank | North Shore Investment Services | Erika Milosevich |
| Northwest Bank | Northwest Investment Services | Andrew Hahn |
| Northwest Federal Credit Union | Northwest Financial Advisors LLC | Karen Benedict |
| Old National Bank | Old National Investments | Erik Pinter |
| OneAZ Credit Union | OneAZ Wealth Management | Thomas Mitchell |
| OnPoint Community Credit Union | OnPoint Investment Services | Melisa Lindsay-Lipkins |
| ORNL Federal Credit Union | ORNL FCU Wealth Management | |
| Partners Federal Credit Union | LPL Financial | Ye Su |
| Patelco Credit Union | Patelco Financial Solutions | Carolyn Wilson |
| Popular Bank | Popular Investments | Joe Culotta |
| Provident Bank | Provident Investment Services | Art Hornak |
| Randolph-Brooks Federal Credit Union | RBFCU Investments Group | Terence Powell |
| Redstone Federal CU | Redstone Brokerage Services | Kevin Carroll |
| Redwood Credit Union | RCU Wealth and Investment Services | Tom Hubert |
| Regions Bank | Regions Investment Services | |
| Rockland Trust | RT Investment Services | |
| Royal Credit Union | RCU Investment & Insurance Team | |
| S&T Bank | S&T Financial Services | Robert Thompson |
| Security National Bank | Security National Wealth Management | |
| Shell Federal Credit Union | Shell Wealth Services | Lance Allen |
| Southern Bank | Southern Wealth Management | Brett Dorton |
| SouthState | SouthState Investment Services Group | Tim Sease |
| SPIRE Credit Union | SPIRE Retirement and Investment Services | |
| Synovus Financial | Synovus Securities, Inc. | |
| TD Bank | TD Investment Services | |
| Teachers Credit Union | TCU Investment Services | Waylon Peterson |
| Third Coast Bank, SSB | Third Coast Advisors | Chris Peacock |
| Three Rivers Credit Union | Three Rivers Credit Union | |
| TowneBank | Towne Wealth Management | Ken Wren, Jr. |
| Tri County Area FCU | Tri County Area Investment & Retirement Services | |
| Trumark Financial Credit Union | Trumark Financial Wealth Advisors | Russell Hanscom |
| United Bank | United Brokerage Services, Inc | |
| University Federal Credit Union | UFCU Investment Services | Jeff Ferraris |
| University of Kentucky Federal Credit Union | UKFCU Investment Services through CFS | Joel Aran |
| UW Credit Union | Wealth Management at UW Credit Union | Teo Trandafir |
| Verity Credit Union | CUSO Financial Services at Verity CU | Ken Butler |
| VSECU | MEMBERS Financial Services | |
| VyStar Credit Union | VyStar Investment Services | Davida Carter |
| Webster Bank | Webster Investments | John Olerio |
| WesBanco | WesBanco Securities | |
| Wescom Credit Union | Wescom Financial Services | |
| Wilson Bank | Wilson Bank & Trust Investment Services | Damon Bates |
| Wintrust Financial | Wintrust Investments | |
| WSECU | WSECU Investment Management | |
| Zion Bancorp | Zion Wealth Advisors | Keith Schmidt |