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

The drivers behind Stathis Partners are Scott Stathis and Janet Cappelletti. and we are partnered with Robert J. Mittel.

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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.