Stathis Partners, LLC. is an executive resources and business intelligence firm in the bank and credit union investment and insurance services channel. SP’s primary objective is to make the channel more competitive by fostering best-practices knowledge exchange. This is accomplished by providing best-practices research, consulting, 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
American Bankers Association
American Tax Planning Institute
Annuity Marketing Services
Apple Federal Credit Union
Bank Investment Consultant
BBVA Compass Investment Solutions
California Credit Union
Cetera Financial Institutions
Citizens Securities Inc.
Colorado Bankers Life
CUNA Brokerage Services, Inc
CUNA Mutual Group
CUSO Financial Services
East West Bank
ESL Investment Services
FTB Advisors, Inc.
Hancock Whitney Bank
HomeStreet Investment Services
Iberia Financial Services
Infinex Financial Group
Jackson National Life Distributors LLC
MassMutual Financial Group
Midwood Financial Services
Municipal Credit Union
National Western Life
Navy Federal Credit Union
New York Community Bank
Northwest Financial Advisors
Principal Financial Group
RedRock Strategic Partners
Regions Investment Services
Union Bank Investment Services
United Brokerage Services
UW Credit Union
Wescom Financial Services, Inc.
The drivers behind Stathis Partners are Scott Stathis and Janet Cappelletti.
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.