Stathis Partners is an executive resources firm in the bank and credit union brokerage channel. SP’s primary objective is to make the channel more competitive by fostering best-practices knowledge exchange and spearheading new initiatives. This is accomplished by providing research, consulting, and live forums where executive leaders in the channel enhance strategic thinking via peer group discussions. Much of SP’s work is accomplished via partnerships with other subject matter experts in the industry. This enables us to bring best-of-breed solutions to bear. In this regard SP is a key partner in an evolving initiative to on-board more college talent into the bank and credit union investment services channel.
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.
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