Meet Our Team

Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

The Financial Institutions Division divides the country into two divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

 

Key highlights

30+ years of average industry experience

$94 million in average assets under management per advisor

$560k average advisor production in client institutions

National Leadership

Tim Killgoar
Tim Killgoar
SVP, Head of Financial Institutions Division
 
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Jamie Kosharek
Jamie Kosharek
VP, Director of Strategy and Operations
 
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Business Development Team

Tom Poole
Thomas G. Poole
VP, Division Director
Institutional Business Development
 
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Jon Demayo
Jon DeMayo
Assistant Division Director - Business Development
Eastern Division
 
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Gordon Marshall
Gordon E. Marshall
Vice President, Division Director Institutional Business Development
 
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Carolyn Gaynoe
Carolyn Bradshaw
Assistant Division Director - Business Development
Western and Central Division
 
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Relationship Management Team

John Houston
John W. Houston
VP, Eastern Division Director
 
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Grace Austin
Grace Austin
Assistant Division Director
Relationship Management
Eastern Division
CT | DC | DE | MA | MD | ME | NH | NJ | NY | PA | VA | VT
 
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Anita Lemon
Anita Lemon
Assistant Division Director
Relationship Management
Eastern Division
IN | KY | TN | WV
 
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Oliver Mansour
Assistant Division Director
Eastern Division
Relationship Management
AL | AR | FL | GA | LA | MS | NC | OH | SC
 
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Sam Nasser
Sam Nasser
VP, Central Division Director
Relationship Management
 
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Patrick Inglesby
Patrick Inglesby
Assistant Division Director
Relationship Management
Central Division
IA | IL | KS | MI | MN | MO | MT | ND | NE | OK | SD | WI | WY
 
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Matthew Mehltretter
VP, Western Division Director
Relationship Management
 
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Jesse Bernhardt
Assistant Division Director
Relationship Management
Western Division
AZ | AK | CA | CO | HI | ID | NM | NV | OR | TX | UT | WA
 
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Request Information

Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.