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      4. 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

        $89 million in average assets under management per advisor

        $545k 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
        Business Development Specialist
        Eastern Division
         
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        Gordon Marshall
        Gordon E. Marshall
        VP, Western and Central Division Director
         
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        Carolyn Gaynoe
        Carolyn Bradshaw
        Business Development Specialist
        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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