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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
       
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    Jeanna Bryan
    Jeanna Bryan
    Director, Head Trader
    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

    Executive Compensation Services Team

    Rachel Jallick
    Rachel Jallick
    Director, Executive Compensation Services
    Global Wealth Solutions
       
    Read Bio
    Alex Ducharme
    Analyst, Client Specialist
    Global Wealth Solutions
       
    Read Bio
    Lauren Ahern
    Lauren Ahern, CPWA®
    Senior Manager, Private Wealth
     
    Read Bio
    Adam Nibert, CFP®
    Private Wealth Consultant
    Wealth Planning, Global Wealth Solutions
     
    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
    Bio-no-photo
    Dan Horgan, WMS
    Managing Director
       
    Terry Fant, CFP
    Vice President, Investments
       
    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

    Investment Banking  |  April 9, 2020

    Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials

    Read More about Raymond James European Investment Banking appoints Alastair Rogers as managing director of Diversified Industrials
    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  |  December 17, 2019

    Raymond James expands Diversified Industrials Investment Banking practice

    Read More about Raymond James expands Diversified Industrials Investment Banking practice
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