Stephen has a deep background in wealth management with over 33 years of industry experience. Currently he manages separate client portfolios where he employs a variety of strategies to emphasize risk adjusted returns while minimizing volatility.
Before joining Raymond James in 2013, he spent time with Jeffries, Merrill Lynch, Capital Institutional Services and BNP- Paribas in a senior sales or investment management capacity. In addition, Stephen was a partner at Coral Rock Investments a CTA managing foreign exchange as an asset class and President of BankBoston International where he had general management responsibility for the Edge Act entities in New York, Miami, Houston and Los Angeles.
Stephen attended Swarthmore College and Stanford University. In 1977 he was a member of Stanford’s NCAA championship tennis team.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
A bright start to 2013
Raymond James began 2013 with an important achievement – in January, the company reported its 100th consecutive quarter of profitability.1 Hear what Tom James, our executive chairman, had to say about this accomplishment.
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $447 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 1/23/2014
1 Past performance is not indicative of future results.