Wealth management
10 Raymond James executives
These ten current and former Raymond James executives, including the company's CFO, have held president, chief executive, chief financial and operating officer, executive vice president and vice chairman roles at Raymond James and its businesses. A reader can learn how the firm leads its private client, bank, asset management, RIA and custody, and international units.
Professionals to explore
01—10Butch Oorlog
LinkedInExperience: Chief Financial Officer · Raymond James
Chief Financial Officer of Raymond James since October 2024, a C-level finance and accounting role per his profile. At Raymond James he was also Chief Accounting Officer (2022–2024), Senior Vice President, Controller (2021–2022), Senior Vice President of Financial Reporting (2020–2021) and Vice President of Financial Reporting (2014–2020).
Doug Brigman
LinkedInExperience: President, Asset Management Services · Raymond James
President, Asset Management Services at Raymond James since October 2025. At Raymond James he was also Chief Administrative Officer, Asset Management Services (2024–2025), President, Raymond James Insurance Group (2021–2024) and Senior Vice President, Investments - Tampa Bay Complex Manager (2017–2021).
Greg Bruce
LinkedInExperience: President, RIA & Custody Services Division (RCS) · Raymond James
President, RIA & Custody Services Division (RCS) at Raymond James since February 2025 and Senior Vice President & Head of the RIA & Custody Services Division (RCS) (2020–2025). His profile describes working exclusively with registered investment advisors (RIAs), with expertise in strategy, business planning, succession and growth, and he was also Managing Director at Charles Schwab (2010–2019).
Kim Jenson
LinkedInExperience: CEO, Raymond James Wealth Mgmt · Raymond James UK
CEO, Raymond James Wealth Mgmt at Raymond James UK since April 2025 and former Chief Operating Officer, Private Client Group, Raymond James Financial (2017–2025). The listing also shows Market Head-Metro Chicago Complex Director-Chicago Tower, Northbrook Complex (2011–2017) and Chief of Staff to CEO Head, Communications & Client Experience (2009–2011) roles at UBS.
Patrick O'Connor
LinkedInExperience: Chief Operating Officer · Raymond James
Chief Operating Officer at Raymond James since October 2024; his profile describes the role as Chief Operating Officer of the Raymond James & Associates Private Client Group, supporting financial advisors, the management team and branch associates. At Raymond James he was also Divisional Director, Raymond James & Associates Private Client Group (2019–2024) and Senior Vice President, Regional Director, Raymond James & Associates Private Client Group (2014–2019).
Paul Shoukry
LinkedInExperience: President · Raymond James Financial, Inc.
President of Raymond James Financial, Inc. since 2024, a general management role per his profile, which describes him as CEO and a board member of Raymond James Financial, Inc. (NYSE: RJF). His listing also shows a Chief Financial Officer role at Raymond James Financial, Inc. starting in 2020.
Peter Moores
LinkedInExperience: CEO, United Kingdom · Raymond James Financial
Former CEO, United Kingdom at Raymond James Financial (2004–2026) and CEO-Designate of Raymond James Ltd. since July 2026. His profile says his focus as CEO-designate is advancing the firm's strategic priorities, supporting its advisors and strengthening its culture, and he was also CEO of Self Trade (2002–2004).
Steve Raney
LinkedInExperience: President & CEO, Raymond James Bank · Raymond James
President & CEO, Raymond James Bank at Raymond James in a role listed from 2006; his profile headline reads Executive Chairman, Raymond James Bank, and describes the bank as a wholly-owned subsidiary of Raymond James Financial with a residential lending program. He was also a Commercial Banking Executive at Bank of America (1988–2005).
Tash Elwyn
LinkedInExperience: President, Private Client Group, Raymond James Financial · Raymond James
President, Private Client Group, Raymond James Financial since October 2024. At Raymond James he was also President and CEO, Raymond James & Associates (2018–2024), President, Private Client Group (2012–2018) and Senior Vice President, Division Director (2006–2011), and his profile describes supporting and coaching the firm's financial advisors.
Thomas Macina
LinkedInExperience: Executive Vice President · Raymond James
Former Executive Vice President at Raymond James (2004–2026), a role his profile describes as Corporate & Real Estate Banking Executive, and Vice Chairman of Raymond James since December 2025. His profile lists both roles in general management at president/vice president level.
Choose the right perspective
Match the executive's business unit to your question, since private client, banking, asset management and custody leaders each face different operating and growth problems. For firm-wide finance or strategy questions, start with the people whose roles cover the whole company.
Questions to take into the conversation
- 01How does Raymond James decide where to invest in advisor recruiting, technology and support services?
- 02How do the bank, asset management and private client businesses coordinate to serve the same clients?
- 03Which metrics does the leadership team review most closely to judge the health of the advisor business?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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