Financial Services Investment Banking

An innovative perspective. A different kind of firm.

From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2015. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.


Financial Services Sector Expertise

Recent Transactions

Senior Banking Team

John Roddy Bio Pic
John Roddy
Head of Financial Services
St. Petersburg
   
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Richard Durkes
Richard Durkes
Vice Chairman of Investment Banking
Boston
   
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Tom Heath
Vice Chairman of Investment Banking
New York
   
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Patrick Lynch
Chief Operating Officer, Financial Services
San Francisco
   
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Steven Berger
Managing Director
New York
   
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Jeff Brand
Managing Director
Chicago
   
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Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
   
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Jill Chua
Jill Chua
Managing Director
Toronto
   
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Aaron DiRusso
Aaron C. DiRusso
Managing Director
San Francisco
   
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Edward Griffin
Edward Griffin
Managing Director
London
   
Larry Herman
Larry Herman
Managing Director
Memphis
   
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Bob Hutchinson
Managing Director
Boston
   
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Ed Higham
Managing Director
New York
   
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Jonathan Knauss
Jonathan Knauss
Managing Director
Chicago
   
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Kevin Kooman
Managing Director
   
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Sean Martin
Sean Martin
Managing Director
Toronto
   
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Brian Nestor
Managing Director
St. Petersburg
   
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Matt Paramore
Managing Director
Raleigh
   
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Sanjay Patel
Sanjay Patel
Managing Director
Chicago
   
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Ashutosh Rathore
Ashutosh Rathore
Managing Director
New York
   
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Stuart Sweeney
Stuart Sweeney
Managing Director
London
   
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Bob Toma
Robert J. Toma
Managing Director
St. Petersburg
   
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William Wagner
Managing Director
Raleigh
   
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Michael Walker
Michael J. Walker
Managing Director
Chicago
   
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Daniel Weber
Managing Director
Chicago
   
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J.P. Young
Managing Director
Chicago
   
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Gilles Hickey
Director
Toronto
   
Kaidi Kuusk
Kaidi Kuusk
Director
London
   
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Tyler Pace
Director
Chicago
   
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Andrew Stager
Director
Boston
   
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Michael Sumbs
Director
Raleigh
   
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Jack Wills
Jack Wills
Director
London
   
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Calvin Chau
Vice President
Boston
   
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Colin Geils
Vice President
Chicago
   
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Conor Gulliver
Conor Gulliver
Vice President
London
   
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Alex Ibrahim
Vice President
New York
   
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Karl Ingram
Karl Ingram
Vice President
New York
   
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Michael Olstowski
Michael Olstowski
Vice President
London
   
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Nicolas Ospina
Vice President
St. Petersburg
   
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Jason Tran
Vice President
Chicago
   
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Ruotao Wang
Vice President
New York
   
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Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

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Recent News

Investment Banking  |  October 3, 2024

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