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
Senior Vice President, 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
   
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Nicole Castillo
Nicole Castillo
Client Service Associate
St. Petersburg
   
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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
   
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David Brennan
Managing Director, Branch Manager
New York
   
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Timothy Davis
Timothy Davis, CFP®
Managing Director, Wealth Manager Partner
Boston
   
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Jason Goldstein
Jason Goldstein
Managing Director, Investments
Washington, D.C.
   
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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
   
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Scott Warnock
Scott Warnock, CFA®
Senior Vice President, Investments
St. Petersburg
   
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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
  

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

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

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Capital Markets whitepaperUnderstanding compensatory
stock options
 

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Recent News

Investment Banking  |  January 23, 2019

Raymond James Financial to acquire boutique investment bank Silver Lane Advisors

Read More about Raymond James Financial to acquire boutique investment bank Silver Lane Advisors
Investment Banking  |  January 8, 2019

Raymond James hires healthcare policy research analyst Chris Meekins

Read More about Raymond James hires healthcare policy research analyst Chris Meekins
Investment Banking  |  December 13, 2018

Raymond James Corporate Finance adds Prof Eric Claassen to its European Advisory Board

Read More about Raymond James Corporate Finance adds Prof Eric Claassen to its European Advisory Board