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. First Horizon
  35. First National Bank
  36. Fulton Financial
  37. FusionIQ
  38. Hancock Whitney Bank
  39. Highland Capital
  40. HomeStreet Investment Services
  41. HSBC
  42. Iberia Financial Services
  43. Infinex Financial Group
  44. Jackson National Life Distributors LLC
  45. Kinecta Financial
  46. Lone Star National Bank
  47. LPL
  48. Luma Financial Technologies
  49. Maps Credit Union
  50. MassMutual Financial Group
  51. Midwestern Securities
  52. Midwood Financial Services
  53. MoneyGuide
  54. Municipal Credit Union
  55. National Western Life
  56. Navy Federal Credit Union
  57. New York Community Bank
  58. Northwest Financial Advisors
  59. Old National
  60. Partners FCU
  61. Premier America
  62. Principal Financial Group
  63. Protective Life
  64. Prudential
  65. Prudential Annuities
  66. Raymond James
  67. RedRock Strategic Partners
  68. Regions Investment Services
  69. Santander Securities
  70. Southern Bank
  71. The Standard
  72. SunTrust
  73. Symetra Financial
  74. TD Bank
  75. Terrapin Technologies
  76. Union Bank Investment Services
  77. Union Savings Bank
  78. United Brokerage Services
  79. USC Credit Union
  80. UW Credit Union
  81. Vantis Life
  82. Voya Financial
  83. Webster Investments
  84. Wescom Financial Services, Inc.
  85. Westland Financial
  86. 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.