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    1. Meet Our Team

      Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

      The Financial Institutions Division divides the country into two divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

      Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

       

      Key highlights

      30 years of average industry experience

      $89 million in average assets under management per advisor

      $545k average advisor production in client institutions

      National Leadership

      Tim Killgoar
      Tim Killgoar
      SVP, Head of Financial Institutions Division
       
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      Jamie Kosharek
      Jamie Kosharek
      VP, Director of Strategy and Operations
       
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      Business Development Team

      Tom Poole
      Thomas G. Poole
      VP, Division Director
      Institutional Business Development
       
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      Jon Demayo
      Jon DeMayo
      Business Development Specialist
      Eastern Division
       
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      Gordon Marshall
      Gordon E. Marshall
      VP, Western and Central Division Director
       
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      Carolyn Gaynoe
      Carolyn Bradshaw
      Business Development Specialist
      Western and Central Division
       
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      Relationship Management Team

      John Houston
      John W. Houston
      VP, Eastern Division Director
       
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      Grace Austin
      Grace Austin
      Assistant Division Director
      Relationship Management
      Eastern Division
      CT | DC | DE | MA | MD | ME | NH | NJ | NY | PA | VA | VT
       
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      Anita Lemon
      Anita Lemon
      Assistant Division Director
      Relationship Management
      Eastern Division
      IN | KY | TN | WV
       
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      Oliver Mansour
      Assistant Division Director
      Eastern Division
      Relationship Management
      AL | AR | FL | GA | LA | MS | NC | OH | SC
       
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      Sam Nasser
      Sam Nasser
      VP, Central Division Director
      Relationship Management
       
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      Patrick Inglesby
      Patrick Inglesby
      Assistant Division Director
      Relationship Management
      Central Division
      IA | IL | KS | MI | MN | MO | MT | ND | NE | OK | SD | WI | WY
       
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      Matthew Mehltretter
      VP, Western Division Director
      Relationship Management
       
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      Jesse Bernhardt
      Assistant Division Director
      Relationship Management
      Western Division
      AZ | AK | CA | CO | HI | ID | NM | NV | OR | TX | UT | WA
       
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      Request Information

      Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.

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