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              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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