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      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
         
      Read Bio
      Jeanna Bryan
      Jeanna Bryan
      Director, Head Trader
      St. Petersburg
         
      Read Bio
      Rachel Jallick
      Rachel Jallick
      Vice President, Senior Client Manager
      St. Petersburg
         
      Read Bio
      Omar De La Rosa
      Omar De La Rosa
      Associate
      St. Petersburg
         
      Read Bio
      Nicole Castillo
      Nicole Castillo
      Client Service Associate
      St. Petersburg
         
      Read Bio
      Brandon Moore
      Brandon Moore
      Analyst
      St. Petersburg
         
      Read Bio

      Corporate and Executive Services Advisory Team

      Ron Antipa
      Managing Director
      San Francisco
         
      Read Bio
      Sam Aspinwall
      Sam Aspinwall, CFP®, CPWA®
      Managing Director, Investments
      St. Petersburg
         
      Read Bio
      David Brennan
      Managing Director, Branch Manager
      New York
         
      Read Bio
      Timothy Davis
      Timothy Davis, CFP®
      Managing Director, Wealth Manager Partner
      Boston
         
      Read Bio
      Jason Goldstein
      Jason Goldstein
      Managing Director, Investments
      Washington, D.C.
         
      Read Bio
      Bio-no-photo
      Stephanie Kelly
      Senior Vice President, Wealth Management
      New York
         
      Read Bio
      Mark McHugh, AIF®
      Managing Director, Senior Institutional Investment Consultant
      Boston
         
      Read Bio
      Scott Warnock
      Scott Warnock, CFA®
      Senior Vice President, Investments
      St. Petersburg
         
      Read Bio

      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

      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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