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                Corporate & Executive Services

                Comprehensive Solutions. Integrated Execution.

                The Corporate & Executive Services team at Raymond James endeavors to provide industry leading services to our corporate clients. When you work with our team, you’ll find more than just executional expertise and deep knowledge of the institutional investor universe. You’ll discover a partner ready and able to support you at every stage of the business life cycle.

                Our team of advisors, traders and operational professionals matches executional precision with exceptional service, and marries thoughtful advice and analysis with a thorough understanding of our clients’ needs. And everything we have to offer – from support to a complete range of execution capabilities – is backed by the strength and stability of Raymond James and our Equity Capital Markets division.

                Full-Service Capabilities

                The Raymond James Corporate & Executive Services team provides a comprehensive range of execution and advisory services spanning our clients’ business life cycle. Regardless of where you are in your evolution, we are confident there is a place for Raymond James to help.

                Click on the services below for a more in-depth description.

                Corporate & Executive Services team

                Jeff Fordham
                Jeff Fordham
                Managing Director, Head of Corporate & Executive Services
                St. Petersburg
                   
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                Jeanna Bryan
                Jeanna Bryan
                Director, Head Trader
                St. Petersburg
                   
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                Rachel Jallick
                Rachel Jallick
                Vice President, Senior Client Manager
                St. Petersburg
                   
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                Omar De La Rosa
                Omar De La Rosa
                Associate
                St. Petersburg
                   
                Read Bio
                Nicole Castillo
                Nicole Castillo
                Client Service Associate
                St. Petersburg
                   
                Read Bio
                Brandon Moore
                Brandon Moore
                Analyst
                St. Petersburg
                   
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                Corporate and Executive Services Advisory Team

                Ron Antipa
                Managing Director
                San Francisco
                   
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                Sam Aspinwall
                Sam Aspinwall, CFP®, CPWA®
                Managing Director, Investments
                St. Petersburg
                   
                Read Bio
                David Brennan
                Managing Director, Branch Manager
                New York
                   
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                Timothy Davis
                Timothy Davis, CFP®
                Managing Director, Wealth Manager Partner
                Boston
                   
                Read Bio
                Jason Goldstein
                Jason Goldstein
                Managing Director, Investments
                Washington, D.C.
                   
                Read Bio
                Bio-no-photo
                Stephanie Kelly
                Senior Vice President, Wealth Management
                New York
                   
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                Mark McHugh, AIF®
                Managing Director, Senior Institutional Investment Consultant
                Boston
                   
                Read Bio
                Scott Warnock
                Scott Warnock, CFA®
                Senior Vice President, Investments
                St. Petersburg
                   
                Read Bio

                CFP??|?Certified Financial Planner? |?CFP
                CFP Board owns the CFP? marks in the United States,?which it awards to individuals who successfully complete initial and ongoing certification requirements.

                Executive Insights

                Capital Markets whitepaperUnderstanding a potential cash repatriation tax holiday
                  

                Download White Paper( PDF)

                Capital Markets whitepaperUnderstanding best practices and how a share repurchase program can benefit your company

                Download White Paper( PDF)

                Capital Markets whitepaperDetermining if an 83(b) election
                is right for you
                 

                Download White Paper (PDF)

                Capital Markets whitepaperUnderstanding compensatory
                stock options
                 

                Download White Paper (PDF)

                Recent News

                Global Equities  |  September 26, 2019

                Raymond James hires consumer sector analyst Matthew McClintock

                Read More about Raymond James hires consumer sector analyst Matthew McClintock
                Global Equities  |  August 6, 2019

                Raymond James launches new algorithmic trading platform

                Read More about Raymond James launches new algorithmic trading platform
                Investment Banking  |  June 27, 2019

                Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker

                Read More about Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker
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