/* */

Program Managers — the essential and crucial link between financial advisors and their bank investment program are interviewed and scrutinized in OnWallStreet’s report “The Top 20 Program Managers” by Conrad, Correia, Barack and Sheehan on May 1.

The Program Manager’s chief objective: bring in assets and generate revenue. Juggling culture clashes between banking and brokerages is a given, but right now their pet peeve is dealing with compliance issues as supported by the interviews with the top 20.

Named as #1 Program Manager in the industry is Douglas Wicks of Kinecta Federal Credit Union outside of Los Angeles. One of his chief concerns is the recruiting power of the wirehouses with their big signing bonuses.

He also admits he looks to the wirehouses when recruiting, but has very specific criteria when it comes to hiring.

View the top 20, the variables used in ranking, and the interviews