Dawn DeAngelo

Senior Investment Portfolio Analyst

Dawn DeAngelo joined Raymond James in 2017 and is a Sr. Investment Portfolio Analyst in the Conshohocken office.  She works with Richard Grobman, Managing Director, Investments, and assists him in servicing his clients and growing his business.

Prior to joining Raymond James, Dawn spent 28 years at Oppenheimer & Co. Inc. where she demonstrated a record of success in project management and team leadership.  She served on various firm committees, and was selected by the Chairman to visit key branches across the country to educate employees on new firm platforms.  She developed and implemented an initiative to create retail and operations training manuals, and was chosen to lead a select group of associates to onboard new branches through firm acquisitions.

Dawn started her career in 1989 at Hopper Soliday & Co. Inc. which was acquired by Fahnestock, a predecessor of Oppenheimer.  In 1991, she started working with Richard Grobman, Managing Director/Branch Manager.  She subsequently went on to become Director/Assistant Manager of the Philadelphia branch.

Dawn earned a Bachelor of Fine Arts degree from the University of the Arts in Philadelphia, and currently maintains Series 7, 63, 8, 24 and 65 certifications.