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. Atlantic Union Bank
  11. Atria Wealth Solutions
  12. Bank Insurance & Securities Association
  13. Bank Investment Consultant
  14. BBVA Compass Investment Solutions
  15. BMO Harris
  16. Brighthouse
  17. California Credit Union
  18. Cetera Financial Institutions
  19. Citizens Securities Inc.
  20. Colorado Bankers Life
  21. CommunityAmerica Financial Services
  22. Copytalk
  23. Coventry
  24. CUNA Brokerage Services, Inc
  25. CUNA Mutual Group
  26. CUSO Financial Services
  27. Eagle Life
  28. East West Bank
  29. Envestnet
  30. ESL Investment Services
  31. Everyday Life
  32. First Citizens
  33. First Interstate
  34. FTB Advisors, Inc.
  35. Fulton Financial
  36. FusionIQ
  37. Hancock Whitney Bank
  38. Highland Capital
  39. HomeStreet Investment Services
  40. HSBC
  41. Iberia Financial Services
  42. Infinex Financial Group
  43. Jackson National Life Distributors LLC
  44. Kinecta Financial
  45. Lone Star National Bank
  46. LPL
  47. Luma Financial Technologies
  48. Maps Credit Union
  49. MassMutual Financial Group
  50. Midwood Financial Services
  51. MoneyGuide
  52. Municipal Credit Union
  53. National Western Life
  54. Navy Federal Credit Union
  55. New York Community Bank
  56. Northwest Financial Advisors
  57. Old National
  58. Partners FCU
  59. Premier America
  60. Principal Financial Group
  61. Protective Life
  62. Prudential
  63. Prudential Annuities
  64. Raymond James
  65. RedRock Strategic Partners
  66. Regions Investment Services
  67. Santander Securities
  68. Southern Bank
  69. SunTrust
  70. Symetra Financial
  71. TD Bank
  72. Terrapin Technologies
  73. Union Bank Investment Services
  74. Union Savings Bank
  75. United Brokerage Services
  76. USC Credit Union
  77. UW Credit Union
  78. Vantis Life
  79. Voya Financial
  80. Webster Investments
  81. Wescom Financial Services, Inc.
  82. Westland Financial
  83. Wintrust

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 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.