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:
- Addison Avenue Investment Services
- ALEC (Abbot Labs Employee Credit Union)
- American Airlines Federal Credit Union
- American Bankers Association
- American Tax Planning Institute
- Ameriprise Financial Institutions Group
- Annuity Marketing Services
- Apple Federal Credit Union
- Ash Brokerage
- Atlantic Union Bank
- Atria Wealth Solutions
- Bank Insurance & Securities Association
- Bank Investment Consultant
- BBVA Compass Investment Solutions
- BMO Harris
- Brighthouse
- California Credit Union
- Cetera Financial Institutions
- Citizens Securities Inc.
- Colorado Bankers Life
- CommunityAmerica Financial Services
- Copytalk
- Coventry
- CUNA Brokerage Services, Inc
- CUNA Mutual Group
- CUSO Financial Services
- Eagle Life
- East West Bank
- Envestnet
- ESL Investment Services
- Everyday Life
- First Citizens
- First Interstate
- FTB Advisors, Inc.
- Fulton Financial
- FusionIQ
- Hancock Whitney Bank
- Highland Capital
- HomeStreet Investment Services
- HSBC
- Iberia Financial Services
- Infinex Financial Group
- Jackson National Life Distributors LLC
- Kinecta Financial
- Lone Star National Bank
- LPL
- Luma Financial Technologies
- Maps Credit Union
- MassMutual Financial Group
- Midwood Financial Services
- MoneyGuide
- Municipal Credit Union
- National Western Life
- Navy Federal Credit Union
- New York Community Bank
- Northwest Financial Advisors
- Old National
- Partners FCU
- Premier America
- Principal Financial Group
- Protective Life
- Prudential
- Prudential Annuities
- Raymond James
- RedRock Strategic Partners
- Regions Investment Services
- Santander Securities
- Southern Bank
- SunTrust
- Symetra Financial
- TD Bank
- Terrapin Technologies
- Union Bank Investment Services
- Union Savings Bank
- United Brokerage Services
- USC Credit Union
- UW Credit Union
- Vantis Life
- Voya Financial
- Webster Investments
- Wescom Financial Services, Inc.
- Westland Financial
- 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. Mittel – Partner, 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.