Seasoned and experienced, Gary uses his 30-year tenure in the industry to serve clients of all types seeking customized expertise. He regularly speaks on economics and investing and has been recognized by organizations and peers for his extensive knowledge in cash flow-driven investments and solutions for institutional, nonprofit and corporate accounts, including specialized expertise in captive insurance companies and healthcare entities.
Gary began his financial services career with an internship at Dean Witter Reynolds in 1987 and has held positions as an equity trader, fixed-income trader and institutional portfolio strategist. His career includes more than 20 years with Raymond James, including its predecessor firms, primarily in the institutional investment area. He has earned bachelor’s degrees in economics/finance and business management from Lipscomb University in Nashville. Gary is recognized as a Certified Treasury Professional, a global symbol of excellence in the treasury profession set by the Association of Financial Professionals.
Gary is a member of the Association of Financial Professionals, the Healthcare Financial Management Association and the Tennessee Captive Insurance Association. In addition, he serves on the Board of Directors for the Tennessee Captive Insurance Association and serves as director for several captive insurance companies and risk retention groups.
Schedule a 15-minute call with Gary to see if you might be able to take advantage of our cash management services.
Raymond James is not affiliated with any organizations mentioned.