Corporations & Institutions Investment Banking Industries of Focus Financial Services 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 View Transactions Senior Banking Team John Roddy Managing Director, Head of Financial Services New York +1.212.856.4880 Read Bio Patrick T. DeLacey Vice Chairman of Investment Banking St. Petersburg +1.312.612.7699 Read Bio Richard Durkes Vice Chairman of Investment Banking Chicago +1.312.655.2634 Read Bio Jeff Brand Managing Director Chicago +1.312.667.4721 Read Bio Christopher W. Choate Managing Director St. Petersburg +1.727.567.5022 Read Bio Aaron C. DiRusso Managing Director San Francisco +1.415.616.8911 Read Bio Edward Griffin Managing Director London +44.20.3798.5745 Larry Herman Managing Director Memphis +1.901.531.3237 Read Bio Bob Hutchinson Managing Director Boston +1.617.624.7026 Read Bio Ed Higham Managing Director New York +1.212.883.9405 Read Bio Jonathan Knauss Managing Director Chicago +1.312.612.7752 Read Bio Sean Martin Managing Director Toronto +1.416.777.6375 Read Bio Elizabeth Nesvold Managing Director, Head of Asset & Wealth Management Investment Banking New York +1.212.883.9401 Read Bio Matt Paramore Managing Director Raleigh +1.919.755.2604 Read Bio Sanjay Patel Managing Director Chicago +1.312.612.7707 Read Bio Ashutosh Rathore Managing Director New York +1.212.883.6572 Read Bio Stuart Sweeney Managing Director London +44.20.3798.5726 Read Bio Robert J. Toma Managing Director St. Petersburg +1.312.612.7751 Read Bio William Wagner Managing Director Raleigh +1.919.755.2601 Read Bio Michael J. Walker Managing Director Chicago +1.312.612.7702 Read Bio Daniel Weber Managing Director Chicago +1.312.612.7703 Read Bio J.P. Young Managing Director Chicago +1.312.612.7731 Read Bio Brian Nestor Director St. Petersburg +1.727.567.1759 Read Bio Tyler Pace Director Chicago +1.312.612.7793 Read Bio Andrew Stager Director Boston +1.617.624.7024 Read Bio Calvin Chau Vice President Boston +1.617.624.7003 Read Bio Umber Gosain Vice President New York +1.212.883.6594 Read Bio Kaidi Kuusk Vice President London +44.20.3798.5721 Read Bio Michael Olstowski Vice President London +44.20.3798.5748 Read Bio Ralph Puthota Vice President New York +1.212.883.9406 Read Bio Michael Sumbs Vice President Raleigh +1.919.755.2602 Read Bio Ruotao Wang Vice President New York +1.347.532.5911 Read Bio Jack Wills Vice President London +44.20.3798.5741 Read Bio 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. Recent News Investment Banking | July 13, 2021 Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus Read More about Raymond James Expands Debt Capital Markets Group, Hires High-Yield-Focused Professional David Barcus Investment Banking | June 21, 2021 Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein Read More about Raymond James continues to expand Recapitalization & Restructuring group, hires senior banker Richard Klein Investment Banking | June 7, 2021 Raymond James continues health care sector growth, hires medical device-focused banker Read more about Raymond James continues health care sector growth, hires medical device-focused banker View All About Us Careers Investor Relations News & Media Contact Us Legal Disclosures Privacy, Security & Account Protection Terms of Use Equal Opportunity Employer © 2021 Raymond James Financial, Inc. All rights reserved. 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