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        2. 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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