Investment Strategy Committee
The Investment Strategy Committee provides Raymond James financial advisors and their clients with actionable market commentary and investment guidance.
PHILOSOPHY
The output from the committee is designed to support the financial planning and investment process of Raymond James financial advisors with their clients.
The committee focuses on four major areas in providing guidance:
- Economic fundamentals that are likely to affect the individual investor
- Major themes driving the risks and the return opportunities in the market
- Strategic allocation models based on long-term investment goals
- Tactical allocation guidance based on a 6- to 12-month outlook in various asset classes
COMMITTEE LEADERSHIP
ANNE B. PLATT, AWMA®, AIF® COMMITTEE CHAIR
Vice President, Investment Strategy & Product Positioning, Wealth, Retirement & Portfolio Solutions
- Joined Raymond James in January 2013 from Morgan Keegan where responsibilities included leading the Product Management Group
- More than 25 years of experience in the financial services industry
- Responsibilities include high-level strategy and communications on timely investment themes as well as being part of the leadership team of Wealth, Retirement & Portfolio Solutions
- Bachelor’s degree in history from Bryn Mawr College and an MBA with a concentration in finance from the University of St. Thomas
ASSET ALLOCATION SUB-COMMITTEE
JENNIFER SUDEN
Director, Alternative Investments Research
- Joined Raymond James in May 2010
- More than 13 years of industry experience
- Previously worked as vice president of risk management at Auda Fund of Funds
- Bachelor of Arts in econometrics from University of Pennsylvania and MBA from New York University Stern School of Business
NICHOLAS L. LACY, CFA®
Vice President, Asset Management Services
- Joined Raymond James in 2006 as a fixed income Due Diligence officer
- Over 14 years of industry experience
- Responsibilities include overseeing the asset allocation policy for Asset Management Services’ discretionary models
- Bachelor’s degrees in finance and political science from the University of South Florida, as well as an MBA from the University of Tampa
COMMITTEE MEMBERS
CHRIS BAILEY
European Strategist, Raymond James Euro Equities*
- More than 18 years of investment industry experience
- Most recently head of Global Direct Investments, Close Brothers Asset Management
- BSc in economics from the University of York and a master’s degree in finance and investment with distinction from the University of Exeter
ROBERT BURNS, CFA® , AIF®
Vice President, Asset Management Services
- Joined Raymond James in 2013 through the acquisition of
Morgan Keegan; joined Morgan Keegan in 2006 - Prior to Morgan Keegan, worked at McDonald Investments and the Federal Reserve Bank of Cleveland
- 20 years of experience in the industry
- Bachelor’s in finance from Bowling Green State University
JAMES C. CAMP, CFA®
Managing Director of Fixed Income, Eagle Asset Management*
- Joined Eagle in 1997
- More than 21 years of investment experience as a portfolio manager and analyst
- Bachelor’s degree from Vanderbilt University and a master’s degree from Emory University
AMY M. CHARLES
Managing Director, Closed-End Fund & Exchanged-Traded Product Research
- Joined Raymond James in November 1995; director of Closed-End Fund Research since May of 2000
- Responsible for setting general research policy and strategy
- Bachelor’s degree from Florida Metropolitan University
DOUG DRABIK
Senior Strategist, Retail Fixed Income
- Joined Raymond James in January 2013 through the acquisition of Morgan Keegan
- More than 20 years of experience in fixed income
- Bachelor’s degree in marketing from Illinois State University and an MBA in finance from Loyola University Chicago
MICHAEL GIBBS
Director, Equity Portfolio & Technical Strategy Group
- Joined Raymond James in 2013 through the acquisition of Morgan Keegan
- Started with Morgan Keegan in 1986 as a financial advisor. In 2003 became senior investment strategist for Morgan Keegan and in 2009 he assumed the role of director of Equity Strategy
- Graduated with honors from the University of Tennessee
KEVIN GIDDIS
Senior Managing Director, Fixed Income
- Joined Raymond James in January 2013 through the acquisition of Morgan Keegan
- Joined Morgan Keegan in 1998 to lead the Retail Fixed Income Trading Desk and was named head of Fixed Income Sales, Trading & Research in 2008
- Graduated from the University of Southern Mississippi
NICK GOETZE
Managing Director, Fixed Income Services
- Joined Raymond James in 2013 through the acquisition of Morgan Keegan; joined Morgan Keegan in 2003
- Over 14 years in the financial services industry
- Responsibilities include coordinating the efforts of fixed income strategy, high net worth, underwriting, and trading professionals with financial advisors
- Bachelor of Science in business from Cornell University
PETER GREENBERGER, CFA®, CFP®
Director, Mutual Fund Research & Marketing
- Joined Raymond James in 2007
- Over 13 years of experience in the financial services industry
- Bachelor’s degree in psychology from Pennsylvania State University and a master’s in organizational development from Columbia University
RYAN LEWENZA, CFA, CMT
SVP, Private Client Strategist and Portfolio Manager, Raymond James Ltd.*
- More than 16 years of investment industry experience
- Hosts daily morning conference calls and publishes equity recommendations, in addition to weekly and monthly research publications
- Earned Honours Bachelor of Commerce from the University of Windsor
PAVEL MOLCHANOV
Senior Vice President, Energy Analyst
- Joined Raymond James in 2003 and has worked as part of the energy research team since that time
- Graduated cum laude from Duke University in 2003 with a bachelor’s degree in economics
STACEY NUTT
President & Chief Investment Officer, ClariVest Asset Management*
- Founder and owner of ClariVest Asset Management LLC serving as CEO, chief investment officer and portfolio manager
- Twenty years of industry experience
- Bachelor of Science degree from Oral Roberts University in 1988 and an MBA
PAUL PURYEAR
Director, Real Estate Research
- More than 20 years of experience in real estate and financial analysis
- Began career with W.R. Grace in New York and served as chief financial officer with two real estate companies, including Portman Barry Investments, Inc., an Atlanta-based office developer
- Bachelor’s degree in industrial engineering from the Georgia Institute of Technology and a master’s in finance from Georgia State University
SCOTT STOLZ, CFP®
Senior Vice President, PCG Investment Products
- Joined Raymond James in 2005
- More than 25 years of experience in financial services industry
- Responsibilities include overseeing the Insurance and Annuity Division, the Alternative Investments Group, Structured Products, Mutual Fund Research & Marketing, and Options
- Bachelor’s degree and an MBA in finance from Washington University in St. Louis
TOM THORNTON, CFA®, CIPM
Vice President, Asset Management Services
- Joined Raymond James in 1990 and established the Due Diligence team in 1996
- Responsibilities include leading a team of 18 researchers who oversee the current 150 funds and separately managed account managers across multiple product platforms
- Bachelor’s degree in finance from the University of Illinois
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
