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
             
            Read Bio
            Jamie Kosharek
            Jamie Kosharek
            VP, Director of Strategy and Operations
             
            Read Bio

            Business Development Team

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

            Relationship Management Team

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

            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.

            免费高清在线视频一色