About

Stathis Partners, LLC. is an executive resources and business intelligence firm in the bank and credit union wealth management channel. SP’s primary objective is to make the channel more competitive in the overall financial services landscape by fostering best-practices knowledge exchange. This is accomplished by providing best-practices research, consulting, podcasts, videocasts, and live executive forums where leaders in the channel enhance strategic thinking via multi-day off-site peer group discussions.

Much of SP’s work is accomplished via partnerships with other industry experts on a sub-contract basis. This enables us to bring best-of-breed solutions to bear.


Our clients include the following:

  1. Addison Avenue Investment Services
  2. ALEC (Abbot Labs Employee Credit Union)
  3. American Airlines Federal Credit Union
  4. American Bankers Association
  5. American Tax Planning Institute
  6. Ameriprise Financial Institutions Group
  7. Annuity Marketing Services
  8. Apple Federal Credit Union
  9. Ash Brokerage
  10. Asset-Map
  11. Atlantic Union Bank
  12. Atria Wealth Solutions
  13. Bank Insurance & Securities Association
  14. Bank Investment Consultant
  15. BBVA Compass Investment Solutions
  16. BMO Harris
  17. Brighthouse
  18. California Credit Union
  19. Cetera Financial Institutions
  20. Citizens Securities Inc.
  21. Colorado Bankers Life
  22. CommunityAmerica Financial Services
  23. Copper Financial
  24. Copytalk
  25. Coventry
  26. CUNA Brokerage Services, Inc
  27. CUNA Mutual Group
  28. CUSO Financial Services
  29. Eagle Life
  30. East West Bank
  31. Envestnet
  32. ESL Investment Services
  33. Everyday Life
  34. Fairwinds Credit Union
  35. First Citizens
  36. First Interstate
  37. First Horizon
  38. First National Bank
  39. Frankin Madison
  40. Fulton Financial
  41. FusionIQ
  42. Hancock Whitney Bank
  43. Highland Capital
  44. HomeStreet Investment Services
  45. Honor Credit Union
  46. HSBC
  47. Iberia Financial Services
  48. Idaho Central Credit Union
  49. Infinex Financial Group
  50. Jackson National Life Distributors LLC
  51. Kinecta Financial
  52. Lone Star National Bank
  53. LPL Financial
  54. Luma Financial Technologies
  55. Maps Credit Union
  56. MassMutual Financial Group
  57. Midwestern Securities
  58. Midwood Financial Services
  59. MoneyGuide
  60. Municipal Credit Union
  61. National Western Life
  62. Navy Federal Credit Union
  63. New York Community Bank
  64. Northwest Financial Advisors
  65. Old National
  66. Partners FCU
  67. Premier America
  68. Principal Financial Group
  69. Priority Financial
  70. Protective Life
  71. Prudential
  72. Prudential Annuities
  73. Raymond James
  74. RedRock Strategic Partners
  75. Regions Investment Services
  76. Santander Securities
  77. Southern Bank
  78. The Standard
  79. SunTrust
  80. Symetra Financial
  81. TD Bank
  82. Terrapin Technologies
  83. Tinker Federal Credit Union
  84. Union Bank Investment Services
  85. Union Savings Bank
  86. United Brokerage Services
  87. USC Credit Union
  88. UW Credit Union
  89. Vantis Life
  90. Voya Financial
  91. Webster Investments
  92. Wescom Financial Services, Inc.
  93. Westland Financial
  94. Wintrust
  95. YourStake

The drivers behind Stathis Partners are Scott Stathis and Janet Cappelletti. and we are partnered with Robert J. Mittel.


Scott Stathis – Managing Partner

Scott Stathis has worked in the financial services industry since 1992. Scott joined forces with Dr. Kenneth Kehrer in 2008 and subsequently partnered with BISA in 2012 to form Bank Insurance & Securities Research Associates. BISRA (formerly Kehrer-LIMRA) is a performance research and consulting organization focused on financial institutions, and is a collaboration between BISA and LIMRA International. Scott served as the Managing Director and COO of BISRA until 2015. His early background in the industry includes new broker training, sales automation, and financial planning systems. His more recent experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm.

Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates several industry roundtables each year, his articles are published regularly, and he is a frequent speaker at industry gatherings.


Janet

Janet Cappelletti –  Managing Director of Research

Janet has been on the data and research side of banking and investment services since 1993 when she joined Webster Bank in the mortgage banking area.  In 1999, she moved over to the Webster Investment Services side of the business where she helped build and maintain business processes and efficiencies while collecting and leveraging data to improve sales results and management efficiencies.

Janet joined Bank Insurance and Investments Research Associates (BISRA) between 2009 and 2015 where she rapidly advanced to Head of Research based on her proactive attitude, entrepreneurial creativity, and professional ambition. Her responsibilities included overseeing and producing a variety of benchmarking and best practices research that executives of investment and insurance services operations of banks and credit unions have come to rely on. Janet continues the evolution of this research at Stathis Partners

Janet’s data-based insights have established her as a go-to source for industry analytics and trending.


Robert J. MittelPartner, Industry Leadership Forums & Stathis-Mittel Podcast Series

Bob has been in the bank channel for over 30 years and has worked on both sides of the equation. He is well known in the industry for his work initially as a program manager in a bank, and more recently as a Bank Life Insurance executive with one of the most recognized insurance companies in the industry.

Bob is currently a consultant partnered with us on our Industry Leadership Forums and Stathis-Mittel podcast series.