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
            Director, 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
              

            Download White Paper( PDF)

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

            Download White Paper( PDF)

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

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            Capital Markets whitepaperUnderstanding compensatory
            stock options
             

            Download White Paper (PDF)

            Recent News

            Global Equities  |  October 23, 2019

            Raymond James adds multiple professionals to Financial Services Investment Banking practice

            Read More about Raymond James adds multiple professionals to Financial Services Investment Banking practice
            Investment Banking  |  November 1, 2019

            Raymond James adds James Kim to Health Care Investment Banking

            Read More about Raymond James adds James Kim to Health Care Investment Banking
            Investment Banking  |  June 29, 2018

            Raymond James Investment Banking wins five International Deal of the Year awards from The M&A Advisor

            Continue Reading about Raymond James Investment Banking wins five International Deal of the Year awards from The M&A Advisor
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