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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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      Rachel Jallick
      Rachel Jallick
      Vice President, Senior Client Manager
      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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      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
         
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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

      Global Equities  |  September 26, 2019

      Raymond James hires consumer sector analyst Matthew McClintock

      Read More about Raymond James hires consumer sector analyst Matthew McClintock
      Global Equities  |  August 6, 2019

      Raymond James launches new algorithmic trading platform

      Read More about Raymond James launches new algorithmic trading platform
      Investment Banking  |  June 27, 2019

      Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker

      Read More about Raymond James expands Investment Banking practice, hires veteran Paper & Packaging sector banker
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