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 2011. 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
            Managing Director, Head of Financial Services
            New York
               
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            Peter Nesvold
            Peter Nesvold
            Chief Operating Officer, Financial Services Investment Banking
            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
            Chicago
               
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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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            Steve Egli
            Steven J. Egli
            Managing Director
            San Francisco
               
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            Larry Herman
            Larry Herman
            Managing Director
            Memphis
               
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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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            Michael Mayes
            Michael T. Mayes
            Managing Director
            New York
               
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            Elizabeth Nesvold
            Managing Director, Head of Asset & Wealth Management Investment Banking
            New York
               
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            Sanjay Patel
            Sanjay Patel
            Managing Director
            Chicago
               
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            Stuart Sweeney
            Stuart Sweeney
            Managing Director
            London
               
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            Bob Toma
            Robert J. Toma
            Managing Director
            Chicago
               
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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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            Brian Nestor
            Brian Nestor
            Director
            St. Petersburg
               
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            Matt Paramore
            Director
            Raleigh
               
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            Calvin Chau
            Vice President
            Boston
               
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            Brandon Van Heyde
            Brandon Van Heyde
            Vice President
            Chicago
               
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            Matt Polanin
            Vice President
            Chicago
               
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            Michael Sumbs
            Vice President
            Raleigh
               
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            Allan Jean
            Allan Jean
            Director of Mutual Services
            Raleigh
               
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            Locations

            ATLANTA
            3414 Peachtree Road NE
            Suite 500
            Atlanta, GA 30326
            P: +1.404.442.5800

            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
            50 N. Front Street
            Memphis, TN 38103
            P: +1.901.524.4100

            NEW YORK
            3 Columbus Circle
            Suite 2220
            New York, NY 10019
            P: +1.212.883.9400

            RALEIGH
            4000 WestChase Boulevard
            Suite 500
            Raleigh, NC 27607
            P: +1.919.755.2600

            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: +1.727.567.5012

            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.

            Recent News

            Investment Banking  |  November 1, 2019

            Raymond James adds James Kim to Health Care Investment Banking

            Read More about Raymond James adds James Kim to Health Care Investment Banking
            Investment Banking  |  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  |  October 16, 2019

            Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients

            Read More about Raymond James and Amegy Bank form strategic alliance to expand lending, investment banking, and capital markets capabilities to energy clients
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