Financial Services Investment Banking

An innovative perspective. A different kind of firm.

From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2015. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.

Recent Transactions

Senior Banking Team

John Roddy Bio Pic
John Roddy
Head of Financial Services
New York
   
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Patrick DeLacey
Patrick T. DeLacey
Vice Chairman of Investment Banking
St. Petersburg
   
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Richard Durkes
Richard Durkes
Vice Chairman of Investment Banking
Boston
   
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Tom Heath
Vice Chairman of Investment Banking
New York
   
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Patrick Lynch
Chief Operating Officer, Financial Services
St. Petersburg
   
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Jeff Brand
Managing Director
Chicago
   
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Chris Choate
Christopher W. Choate
Managing Director
St. Petersburg
   
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Aaron DiRusso
Aaron C. DiRusso
Managing Director
San Francisco
   
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Edward Griffin
Edward Griffin
Managing Director
London
   
Larry Herman
Larry Herman
Managing Director
Memphis
   
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Bob Hutchinson
Managing Director
Boston
   
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Ed Higham
Managing Director
New York
   
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Jonathan Knauss
Jonathan Knauss
Managing Director
Chicago
   
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Sean Martin
Sean Martin
Managing Director
Toronto
   
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Brian Nestor
Brian Nestor
Managing Director
St. Petersburg
   
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Liz Nesvold
Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking
New York
   
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Matt Paramore
Managing Director
Raleigh
   
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Sanjay Patel
Sanjay Patel
Managing Director
Chicago
   
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Ashutosh Rathore
Ashutosh Rathore
Managing Director
New York
   
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Stuart Sweeney
Stuart Sweeney
Managing Director
London
   
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Bob Toma
Robert J. Toma
Managing Director
St. Petersburg
   
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Bill Wagner
William Wagner
Managing Director
Raleigh
   
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Michael Walker
Michael J. Walker
Managing Director
Chicago
   
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Dan Weber
Daniel Weber
Managing Director
Chicago
   
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J.P. Young
Managing Director
Chicago
   
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Kaidi Kuusk
Kaidi Kuusk
Director
London
   
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Tyler Pace
Director
Chicago
   
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Andrew Stager
Director
Boston
   
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Michael Sumbs
Director
Raleigh
   
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Jack Wills
Director
London
   
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Calvin Chau
Vice President
Boston
   
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Umber Gosain
Umber Gosain
Vice President
New York
   
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Alex Ibrahim
Vice President
Chicago
   
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Karl Ingram
Vice President
New York
   
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Michael Olstowski
Vice President
London
   
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Jason Tran
Vice President
Chicago
   
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Ruotao Wang
Vice President
New York
   
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Locations

BOSTON
225 Franklin Street
Suite 2200
Boston, MA 02110
P: +1.617.624.7000

CHICAGO
222 South Riverside Plaza
7th Floor
Chicago, IL 60606
P: +1.312.612.7785

LONDON
11 Hanover Square
London, UK W1S 1JJ
P: +44.20.3798.5700

MEMPHIS
110 Ridgeway Loop Rd
Memphis, TN 38120
P: +1.800.366.7426


NEW YORK
320 Park Ave
10th Floor
New York, NY 10022
P: +1.212.297.5600

RALEIGH
4000 WestChase Boulevard
Suite 500
Raleigh, NC 27607
P: +1.919.424.0108

SAN FRANCISCO
One Embarcadero Center
Suite 650
San Francisco, CA 94111
P: +1.415.616.8900

ST. PETERSBURG
880 Carillon Parkway
St. Petersburg, FL 33716
P: +1.800.248.8863


TORONTO
Suite 5300
40 King Street West
Scotia Plaza, PO Box 415
Toronto, ON
Canada M5H 3Y2
P: +1.877.363.1024

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Industry Insight

Succinct and relevant overview of industry trends and market activity in the Technology & Services industry.

Recent News

Investment Banking  |  October 27, 2022

Raymond James adds senior banker to Private Capital Advisory Investment Banking practice

Read more about Raymond James adds senior banker to Private Capital Advisory Investment Banking practice
Public Finance  |  December 7, 2022

Raymond James hires veteran banker Patrick McCarthy as co-head of Healthcare Finance group

Read More about Raymond James hires veteran banker Patrick McCarthy as co-head of Healthcare Finance group
Investment Banking  |  December 5, 2022

Raymond James’ Diversified Industrials Investment Banking practice expands sector coverage into chemicals with hire of new senior banker

Read more about Raymond James’ Diversified Industrials Investment Banking practice expands sector coverage into chemicals with hire of new senior banker