Adi Kaner joined the Goldstein Group of Raymond James in 2024 as a Sales Development Associate to help service our current & prospective clients.

Previously, Adi spent the last 17 years at Credit Suisse in New York City on the Institutional Desk in a variety of roles: as an analyst, sales trader, and Vice President of Operations. Adi is excited to utilize her deep institutional knowledge & experience to help our clients & team. Adi currently holds Series 7, 63 and 55 licenses.

She is a graduate of the University of Maryland, College Park with a BS in business marketing. Adi lives in Rockville, Maryland with her husband and three sons.