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              1. 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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                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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                Executive Compensation Services Team

                Rachel Jallick
                Rachel Jallick
                Director, Executive Compensation Services
                Global Wealth Solutions
                   
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                Alex Ducharme
                Analyst, Client Specialist
                Global Wealth Solutions
                   
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                Lauren Ahern
                Lauren Ahern, CPWA®
                Senior Manager, Private Wealth
                 
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                Adam Nibert, CFP®
                Private Wealth Consultant
                Wealth Planning, Global Wealth Solutions
                 
                Read Bio

                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
                   
                Read Bio
                Bio-no-photo
                Dan Horgan, WMS
                Managing Director
                   
                Terry Fant, CFP
                Vice President, Investments
                   
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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.
                   
                Read Bio
                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
                 

                Download White Paper (PDF)

                Capital Markets whitepaperUnderstanding compensatory
                stock options
                 

                Download White Paper (PDF)

                Recent News

                Investment Banking  |  April 9, 2020

                Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials

                Read More about Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials
                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  |  December 17, 2019

                Raymond James expands Diversified Industrials Investment Banking practice

                Read More about Raymond James expands Diversified Industrials Investment Banking practice
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