Raymond James welcomes New York advisors managing over $1.1 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed seven financial advisors to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
Based in Valhalla, New York, the advisors arrive from Ameriprise Financial where they collectively managed more than $1.1 billion in client assets. Led by Jak Cukaj, Neal Siena, Charles Camilleri and Brigitte Davison, the group has established three independent practices.
Founded by Cukaj and Siena, the team at QuantumView Wealth Management includes financial advisors Adam Sloane and William Longing alongside client service managers Elissa Levy and Maura Fronio. Together they specialize in bespoke investment strategies tailored to high-net-worth individuals and multi-generational families.
“Providing exceptional service to our clients and their families is at the core of our mission,” said Cukaj. “We selected Raymond James for its alignment with our values, commitment to advisor independence, and ability to support our continued growth.”
As CEO of the practice, Cukaj offers more than 30 years of experience in financial services. He joined his prior firm in 1993 and takes a methodical and personalized approach to comprehensive wealth management. He holds the CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant® and Accredited Portfolio Management Advisor® designations, and was part of a Forbes Best-in-State Wealth Management Team from 2023 to 2025.
Siena, president of the practice, has more than 15 years of advisory experience and a background in institutional financial consulting, with a focus on strategic growth and long-term client relationships. Prior to becoming a financial advisor, he served as vice president and senior regional consultant at Federated Hermes, working with institutional clients across the Northeast. Siena is a Certified Investment Management Analyst® and a graduate of Manhattan College.
As founder and CEO of Camilleri Wealth Management, Camilleri’s team includes client service specialists Vicky Lee, Louis Seekircher and Kim Rottingen. Their focus is on delivering high-touch, personalized service to clients throughout every stage of their financial lives.
Camilleri brings over 25 years of industry experience serving individuals and families with customized planning and retirement strategies. He holds the Chartered Retirement Planning CounselorTM, Accredited Wealth Management Advisor® and Accredited Portfolio Management Advisor® professional designations. Prior to his advisory career, he proudly served in the U.S. Air Force.
Brigitte Davison founded her own practice alongside financial advisor Lilibeth Miranda. Together they provide sophisticated wealth management strategies to serve the individual needs of their clients in today’s evolving financial landscape.
With three decades of advisory experience, Davison believes in a comprehensive, strategy-focused approach to successful wealth management. A native of France, she graduated from Fordham University with a Bachelor of Arts in economics. Davison has also earned designation as a CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter® and Chartered Financial Consultant® professional.
“It’s my pleasure to welcome Jak, Neal, Charlie, Brigitte, Adam, William, Lilibeth and their teams to Raymond James. Their collective industry expertise and sophisticated approach make an outstanding addition to the firm, further strengthening our presence in the Northeast. I look forward to supporting their continued success backed by our industry-leading technology and capabilities,” said David.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of May 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. QuantumView Wealth Management and Camilleri Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
The 2025 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.