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              Meet Our Team

              Our experienced team of professionals supports bank and credit union programs across the country to help them grow and serve clients.

              The Financial Institutions Division divides the country into two divisions with directors and teams of experienced staff dedicated to new institutional business development and relationship management. They can help you successfully recruit and build a well-managed, profitable retail investment program within your institution.

              Unlike many bank investment providers, our management team has broad experience in traditional brokerage to complement their experience in bank brokerage and third-party marketing. We believe this critical difference is an important asset in their ability to assist you in effectively competing in the marketplace.

               

              Key highlights

              30+ years of average industry experience

              $94 million in average assets under management per advisor

              $560k average advisor production in client institutions

              National Leadership

              Tim Killgoar
              Tim Killgoar
              SVP, Head of Financial Institutions Division
               
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              Jamie Kosharek
              Jamie Kosharek
              VP, Director of Strategy and Operations
               
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              Business Development Team

              Tom Poole
              Thomas G. Poole
              VP, Division Director
              Institutional Business Development
               
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              Jon Demayo
              Jon DeMayo
              Assistant Division Director - Business Development
              Eastern Division
               
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              Gordon Marshall
              Gordon E. Marshall
              Vice President, Division Director Institutional Business Development
               
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              Carolyn Gaynoe
              Carolyn Bradshaw
              Assistant Division Director - Business Development
              Western and Central Division
               
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              Relationship Management Team

              John Houston
              John W. Houston
              VP, Eastern Division Director
               
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              Grace Austin
              Grace Austin
              Assistant Division Director
              Relationship Management
              Eastern Division
              CT | DC | DE | MA | MD | ME | NH | NJ | NY | PA | VA | VT
               
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              Anita Lemon
              Anita Lemon
              Assistant Division Director
              Relationship Management
              Eastern Division
              IN | KY | TN | WV
               
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              Oliver Mansour
              Assistant Division Director
              Eastern Division
              Relationship Management
              AL | AR | FL | GA | LA | MS | NC | OH | SC
               
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              Sam Nasser
              Sam Nasser
              VP, Central Division Director
              Relationship Management
               
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              Patrick Inglesby
              Patrick Inglesby
              Assistant Division Director
              Relationship Management
              Central Division
              IA | IL | KS | MI | MN | MO | MT | ND | NE | OK | SD | WI | WY
               
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              Matthew Mehltretter
              VP, Western Division Director
              Relationship Management
               
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              Jesse Bernhardt
              Assistant Division Director
              Relationship Management
              Western Division
              AZ | AK | CA | CO | HI | ID | NM | NV | OR | TX | UT | WA
               
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              Request Information

              Now that you’ve become familiar with how a partnership with our Financial Institutions Division can benefit your business, we invite you to have a confidential conversation with our team about what your investment program would look like at Raymond James. Complete the form below or contact us directly at 866.909.5325.

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