Executive Committee: Raymond James Financial, Inc.

Manager
Positions heldSince
Paul Shoukry

Paul Shoukry

42 year

Chief Executive Officer 19/02/2025
President 18/03/2024
TJ Haynes-Morgan

TJ Haynes-Morgan

Comptroller/Controller/Auditor 31/12/2019
Jonathan Santelli

Jonathan Santelli

55 year

General Counsel 30/04/2016
Corporate Secretary 30/04/2016
Mike White

Mike White

Sales & Marketing 31/12/2001
Christopher Aisenbrey

Christopher Aisenbrey

57 year

Human Resources Officer 30/09/2019
Andy Zolper

Andy Zolper

Chief Tech/Sci/R&D Officer 30/06/2012
Vin Campagnoli

Vin Campagnoli

Chief Tech/Sci/R&D Officer 30/09/2011
Katherine Larson

Katherine Larson

Comptroller/Controller/Auditor 31/12/2022
Jonathan Oorlog

Jonathan Oorlog

62 year

Director of Finance/CFO 30/09/2024
Kristina R. Waugh

Kristina R. Waugh

Investor Relations Contact 31/05/2018
Bella Allaire

Bella Allaire

72 year

Chief Administrative Officer 30/09/2024
Scott Curtis

Scott Curtis

64 year

Chief Operating Officer 30/09/2024

Composition of the Board of Directors: Raymond James Financial, Inc.

Director
CommitteesSince
Paul Reilly

Paul Reilly

71 year

Chairman 15/02/2017
Jeffrey Edwards

Jeffrey Edwards

65 year

Compensation Committee 19/02/2014
HR Committee
Governance Committee
Nominating Committee
Audit Committee Chair 11/05/2021
Finance Committee Chair 11/05/2021
Audit Committee 16/09/2024
Executive Committee 16/09/2024
Governance Committee Chair 16/09/2024
Nominating Committee Chair 16/09/2024
Anne Gates

Anne Gates

66 year

Governance Committee
Audit Committee Chair 09/09/2020
Audit Committee 31/12/2022
Governance Committee Chair 31/12/2021
Nominating Committee Chair 31/12/2021
Ray McDaniel

Ray McDaniel

68 year

Audit Committee 26/11/2012
Executive Committee Chair 31/12/2004
Compensation Committee
HR Committee
Roderick McGeary

Roderick McGeary

75 year

Executive Committee
Governance Committee 31/08/2015
Nominating Committee
Audit Committee Chair 31/12/2022
Benjamin Esty

Benjamin Esty

63 year

Governance Committee
Nominating Committee
Compensation Committee Chair 31/12/2023
HR Committee Chair 31/12/2023
Art Garcia

Art Garcia

65 year

Audit Committee
Finance Committee 16/09/2019
Governance Committee 16/09/2019
Audit Committee Chair 16/09/2019
Gordon Johnson

Gordon Johnson

68 year

Compensation Committee 23/01/2011
HR Committee
Raj Seshadri

Raj Seshadri

60 year

Compensation Committee
HR Committee
Marlene Debel

Marlene Debel

59 year

Audit Committee 01/12/2020
Cecily Mistarz

Cecily Mistarz

64 year

Audit Committee 19/05/2024
Paul Shoukry

Paul Shoukry

42 year

Executive Committee 05/10/2023
Mark Begor

Mark Begor

67 year

Audit Committee 20/05/2025

Former Officers and Directors: Raymond James Financial, Inc.

Insider
Positions held
SinceUntil
Doug Brigman
Doug Brigman
Corporate Officer/Principal 30/09/2017 31/08/2025
George Catanese
George Catanese
Corporate Officer/Principal 31/10/2001 31/08/2024
Bob Dutkowsky
Bob Dutkowsky
Director/Board Member 03/10/2018 22/05/2024
Independent Dir/Board Member 03/10/2018 22/05/2024
Thomas James
Thomas James
Director/Board Member 15/02/2017 21/02/2024
Chairman 01/01/1970 15/02/2017
President 01/01/1970 03/05/2010
Susan Story
Susan Story
Director/Board Member 31/12/2007 21/02/2023
Independent Dir/Board Member 31/12/2007 21/02/2023
Francis S. Godbold
Francis S. Godbold
Director/Board Member 31/12/2001 23/02/2022
Charles G. von Arentschildt
Charles G. von Arentschildt
Director/Board Member 18/08/2015 18/02/2021
Independent Dir/Board Member 18/08/2015 18/02/2021
Jeffrey Paul Julien
Jeffrey Paul Julien
Director/Board Member 23/01/2011 08/01/2012
Director of Finance/CFO 31/03/1987 30/12/2019
Corporate Officer/Principal 30/12/2019 30/12/2020
Treasurer 31/01/2011 31/01/2018
Jennifer Carol Ackart
Jennifer Carol Ackart
Comptroller/Controller/Auditor 31/12/1993 29/09/2020
Shelley Broader
Shelley Broader
Director/Board Member 31/01/2008 19/02/2020
Independent Dir/Board Member 31/01/2008 19/02/2020
Jeff E. Trocin
Jeff E. Trocin
Corporate Officer/Principal 30/12/2018 31/12/2019
Robert P. Saltzman
Robert P. Saltzman
Director/Board Member 26/11/2007 27/02/2019
Independent Dir/Board Member 26/11/2007 27/02/2019
Dennis Zank
Dennis Zank
Chief Operating Officer 31/12/2011 29/09/2018
Hardwick Simmons
Hardwick Simmons
Director/Board Member 31/12/2002 17/02/2016
Independent Dir/Board Member 31/12/2002 17/02/2016
Michelle Kathleen Lynch
Michelle Kathleen Lynch
Corporate Officer/Principal 30/04/2015 -
Chester B. Helck
Chester B. Helck
Director/Board Member 23/01/2011 20/02/2014
Chief Operating Officer 31/12/2001 08/01/2012
Corporate Officer/Principal 08/01/2012 20/02/2014
President 31/12/2001 04/08/2009
Mark W. Teed
Mark W. Teed
Chief Investment Officer 21/03/2013 -
John Carson
John Carson
Director/Board Member 31/12/2021 -
President 31/03/2012 31/12/2021
Richard Karl Riess
Richard Karl Riess
Corporate Officer/Principal 31/12/1982 22/01/2012
Kenneth Shields
Kenneth Shields
Director/Board Member 31/12/2000 23/02/2011
David Feaster
David Feaster
Corporate Officer/Principal 30/03/2010 30/03/2010
Paul W. Marshall
Paul W. Marshall
Director/Board Member 31/12/1992 13/02/2008
Adelaide Sink
Adelaide Sink
Director/Board Member - 14/11/2006
Jeff Berg
Jeff Berg
Chief Investment Officer 31/12/2005 31/12/2005
Franco Francese
Franco Francese
Corporate Officer/Principal 29/09/2005 29/09/2005
Chris Smith
Chris Smith
Corporate Officer/Principal 30/06/2005 30/06/2005
Afsin Alp
Afsin Alp
Corporate Officer/Principal 31/08/2002 30/11/2003
David S. Lewis
David S. Lewis
Corporate Officer/Principal - 31/07/2003
Greg Flower
Greg Flower
Corporate Officer/Principal 31/12/2002 31/12/2002
H. William Habermeyer
H. William Habermeyer
Director/Board Member 31/12/2002 -
Independent Dir/Board Member 31/12/2002 -
Grady Tabor
Grady Tabor
Portfolio Manager-Equities - 29/12/2000
Vick Nelson Bowyer
Vick Nelson Bowyer
Corporate Officer/Principal 31/12/1995 31/03/2000
Clarke Futch
Clarke Futch
Private Equity Investor 31/12/1993 31/12/1998
David Ryan Lewis
David Ryan Lewis
Corporate Officer/Principal 31/12/1998 31/12/1998
Mike Allocco
Mike Allocco
Corporate Officer/Principal 31/05/1995 -
Angela M. Biever
Angela M. Biever
Chief Administrative Officer 30/04/1997 -
Director/Board Member 30/04/1997 04/08/2009
Human Resources Officer 30/04/1997 -
Paul L. Matecki
Paul L. Matecki
General Counsel 31/07/2004 -
Corporate Secretary 31/07/2004 -
Bernard Tanenbaum
Bernard Tanenbaum
President 31/12/1986 -
Todd Alex Bauerle
Todd Alex Bauerle
Corporate Officer/Principal 31/12/1983 31/12/1985
Robert A. James
Robert A. James
Founder 31/12/1961 31/12/1982
Noel Wells
Noel Wells
Corporate Officer/Principal - -
Lloyd Costley
Lloyd Costley
Director/Board Member - -
Micheal Cole
Micheal Cole
Corporate Officer/Principal - -
Nannette Leigh Sabo
Nannette Leigh Sabo
Corporate Officer/Principal - -
Cathy Howard
Cathy Howard
Corporate Officer/Principal - -
Jerome Holland
Jerome Holland
Corporate Officer/Principal 23/01/2011 -
Harry Harbach
Harry Harbach
Corporate Officer/Principal - -
Edward Bereznicki
Edward Bereznicki
Corporate Officer/Principal 23/01/2011 -
Dave Cheadle
Dave Cheadle
Corporate Officer/Principal 23/01/2011 -
Mark Moody
Mark Moody
Corporate Officer/Principal - -
Hakan Bahadir Bas
Hakan Bahadir Bas
Corporate Officer/Principal - -
David Patchen
David Patchen
Corporate Officer/Principal 31/08/2013 -
Melissa Peoples
Melissa Peoples
Corporate Officer/Principal - -
Kenneth E. Armstrong
Kenneth E. Armstrong
Corporate Officer/Principal 29/09/2010 -
Tim O’Rourke
Tim O’Rourke
Corporate Officer/Principal - -
Lorie A. Hamilton
Lorie A. Hamilton
Corporate Officer/Principal - -
Gene J. Ostrow
Gene J. Ostrow
Corporate Officer/Principal - -
John Stephen Putnam
John Stephen Putnam
Corporate Officer/Principal - -
Barry S. Augenbraun
Barry S. Augenbraun
Corporate Secretary - -
Jonathan A. Bulkley
Jonathan A. Bulkley
Director/Board Member - -
Thomas Stanley Franke
Thomas Stanley Franke
Director/Board Member - -
Harvard H. Hill
Harvard H. Hill
Director/Board Member - -
Robert Shuck
Robert Shuck
Director/Board Member - -
Herbert E. Ehlers
Herbert E. Ehlers
Director/Board Member - -
Betsy G. Pecor
Betsy G. Pecor
Corporate Officer/Principal - -
T. Michael Walkley
T. Michael Walkley
Corporate Officer/Principal - 31/03/2004
Reed Deupree
Reed Deupree
Chairman - -
George J. Godfrey
George J. Godfrey
Corporate Officer/Principal - -
Deborah Howard
Deborah Howard
General Counsel - -
Elaine Chao
Elaine Chao
Director/Board Member - -
Brandon Molina
Brandon Molina
Corporate Officer/Principal - -
Jim Morrell
Jim Morrell
Corporate Officer/Principal - -
Paul Sallarulo
Paul Sallarulo
Corporate Officer/Principal - -
Frank D'Ambrosio
Frank D'Ambrosio
Corporate Officer/Principal - -
David Haynes
David Haynes
Corporate Officer/Principal - -
Robert D. Damigella
Robert D. Damigella
Corporate Officer/Principal - -
Mihir Jobalia
Mihir Jobalia
Corporate Officer/Principal - -
Jillian Miller
Jillian Miller
Corporate Officer/Principal - -
Herschell Lanier Hamilton
Herschell Lanier Hamilton
Corporate Officer/Principal - -
Brian Metz
Brian Metz
Corporate Officer/Principal - -
Dan J. Hesketh
Dan J. Hesketh
Corporate Officer/Principal - -

Age distribution of managers

Parity Men Women

Male34
Female7

Of which Executive Committee

Male9
Female3

Of which Directors

Male10
Female3

Revisions

Révisions CA 1 an
Révisions CA 4 mois
Révisions CA 1 mois
Révisions BNA 1 an
Révisions BNA 4 mois
ESG MSCI

ESG MSCI

Environnement
Social
Gouvernance
Polémique
Controverses Ethiques
No
Controverses sur les droits de l'Homme
No
Controverses Subventions fiscales
No
Conforme à la finance Islamique
No
Logo Raymond James Financial, Inc.
Raymond James Financial, Inc. specializes in financial services. Revenues (including intragroup) by activity break down as follows: - financial and investment services (68.3%): financial planning, investment advisory, securities transaction, securities trading, investments management, etc. for private and institutional clients; - retail banking and corporate banking (11.9%); - investment banking (11.8%); - asset management (8%): USD 274.9 billion in assets under management at the end of September 2025. Revenues are distributed geographically as follows: the United States (91.5%), Canada (4.6%) and Europe (3.9%).
Employees
19,500

Departures of Key Persons