Raymond James Executive and Leadership Team

Paul Shoukry, the Chief Executive Officer at Raymond James, directs the overall strategic vision and operational execution for the diversified financial services firm. Shoukry oversees the integration of investment advisory, brokerage, asset management, capital markets, and banking services, ensuring alignment with the company's core mission of client-centric wealth management. This leadership position involves guiding the firm's expansion and maintaining its reputation for long-term financial planning. By fostering collaboration across all divisions, Paul Shoukry ensures that the firm's extensive network of financial advisors and banking professionals delivers exceptional value. The Chief Executive Officer's purview encompasses driving innovation in service delivery and upholding the company's commitment to integrity and client success across domestic and international markets. Shoukry's strategic direction is pivotal in navigating the evolving financial landscape and solidifying Raymond James' market position.

Butch Oorlog, the Chief Financial Officer at Raymond James, manages the firm's financial health and strategic fiscal planning. Oorlog directs all aspects of financial operations, including accounting, treasury, tax, and investor relations, ensuring robust financial controls and reporting. This role is critical for maintaining the company's strong balance sheet and supporting its diverse financial services offerings. By optimizing capital allocation and managing financial risks, Butch Oorlog contributes directly to the firm's sustained profitability and growth. The Chief Financial Officer's responsibilities extend to evaluating new business opportunities and ensuring compliance with all financial regulations across the United States and other operating regions. Oorlog's financial acumen is essential for guiding Raymond James through market fluctuations and supporting its long-term strategic objectives in wealth management and investment banking.

William Hodge, the Senior Managing Director and Chief Operating Officer of Investment Banking at Raymond James, oversees the operational efficiency and strategic execution within the investment banking division. Hodge directs the complex processes involved in capital markets activities, mergers and acquisitions, and advisory services for corporate clients. This role is fundamental to supporting the firm's capital markets offerings and ensuring seamless deal execution. By optimizing workflows and managing resources, William Hodge enhances the division's capacity to serve a broad range of institutional and corporate clients. The Senior Managing Director and Chief Operating Officer of Investment Banking's responsibilities include driving operational improvements and ensuring the division's strategic alignment with the broader Raymond James financial services framework. Hodge's leadership is key to maintaining the division's competitive edge and delivering superior outcomes for clients.

Mercedes van Woerkom, the Chief Operating Officer, Md-Equity Research at Raymond James, manages the operational aspects of the equity research department. Van Woerkom directs the support functions that enable the research analysts to deliver timely and insightful market analysis to clients and financial advisors. This position is crucial for ensuring the quality and efficiency of research output, which informs investment decisions across the firm. By streamlining research processes and managing departmental resources, Mercedes van Woerkom enhances the productivity and effectiveness of the equity research team. The Chief Operating Officer, Md-Equity Research's responsibilities include overseeing data management, technology integration, and compliance within the research function. Van Woerkom's operational oversight is vital for maintaining the integrity and impact of Raymond James' equity research capabilities.

Ronice Barlow, the Senior Vice President, Chief Operating Officer, Independent Contractor Division at Raymond James, leads the operational strategy for the firm's independent contractor network. Barlow directs the systems, processes, and support structures that empower independent financial advisors to serve their clients effectively. This role is essential for fostering a productive and compliant environment for a significant segment of the firm's advisor base. By optimizing the operational experience for independent contractors, Ronice Barlow enhances their ability to focus on wealth management and client relationships. The Senior Vice President, Chief Operating Officer, Independent Contractor Division's responsibilities include managing technology platforms, service delivery, and advisor support initiatives. Barlow's leadership ensures the continued success and growth of this vital division within Raymond James.

David Paris, the Global Chief Operating Officer, ECM Equities & Investment Banking at Raymond James, oversees the operational framework for equity capital markets and investment banking activities on a global scale. Paris directs the implementation of efficient processes and robust infrastructure to support complex financial transactions and client services across international markets. This leadership function is critical for ensuring the seamless delivery of ECM and investment banking solutions. By driving operational excellence and managing cross-border initiatives, David Paris enhances the firm's global capabilities and client service standards. The Global Chief Operating Officer, ECM Equities & Investment Banking's responsibilities include optimizing resource allocation, managing risk, and ensuring regulatory compliance in all global operations. Paris's strategic operational management is key to expanding Raymond James' presence and effectiveness in international capital markets.

Micol Haimson, the Chief Operating Officer, Raymond James Trust Quebec, directs the operational management and strategic development for the trust services division in Quebec. Haimson oversees the administration of trust accounts, fiduciary services, and client relationship management, ensuring adherence to local regulations and company standards. This role is vital for delivering specialized trust and estate planning services to clients in the region. By optimizing operational workflows and enhancing service delivery, Micol Haimson strengthens the Raymond James Trust offering in Quebec. The Chief Operating Officer, Raymond James Trust Quebec's responsibilities include managing staff, implementing strategic initiatives, and ensuring the financial performance of the division. Haimson's leadership is instrumental in providing comprehensive wealth management solutions tailored to the Quebec market.

Lauri Spargo, the Group Chief Operating Officer, The Kelton Financial at Raymond James, directs the operational strategy and execution for The Kelton Financial group. Spargo oversees the integration of services, management of resources, and optimization of processes to enhance the group's overall efficiency and client service delivery. This leadership position is critical for ensuring The Kelton Financial operates cohesively and effectively within the broader Raymond James framework. By implementing best practices and driving operational improvements, Lauri Spargo supports the group's growth and its ability to provide comprehensive financial solutions. The Group Chief Operating Officer, The Kelton Financial's responsibilities include managing cross-functional teams, overseeing financial performance, and ensuring alignment with strategic objectives. Spargo's operational leadership is key to the success and expansion of The Kelton Financial.

Michael White, the Chief Marketing Officer at Raymond James, spearheads the company's brand strategy and market outreach initiatives. White directs the development and execution of integrated marketing campaigns designed to enhance client acquisition and retention across all service lines, including brokerage, asset management, and banking. This leadership function is vital for communicating the firm's value proposition to individual investors, corporations, and institutions. By analyzing market trends and consumer behavior, Michael White ensures that marketing efforts resonate with target audiences and support the company's growth objectives. The Chief Marketing Officer oversees digital marketing, advertising, public relations, and content strategy, driving brand awareness and engagement. White's efforts are crucial for reinforcing Raymond James' position as a trusted partner in wealth management and financial planning.

Christopher Aisenbrey, the Chief Human Resources Officer at Raymond James, leads the strategic direction and operational execution of all human resources functions. Aisenbrey oversees talent acquisition, employee development, compensation and benefits, and organizational culture initiatives, ensuring the firm attracts and retains top talent across its diverse operations. This role is fundamental to supporting the company's growth and maintaining a high-performing workforce. By fostering an inclusive and engaging work environment, Christopher Aisenbrey contributes to employee satisfaction and retention, which directly impacts client service delivery. The Chief Human Resources Officer's responsibilities include developing HR policies, managing employee relations, and aligning human capital strategies with the firm's overall business objectives. Aisenbrey's leadership is crucial for building and sustaining a skilled and motivated team at Raymond James.