People Moves Related to "What exactly led to a Raymond James lifer morphing into a cooking school proprietor in Italy"
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How exactly Jamie Price got Shannon Reid to exit Raymond James for Osaic. It started with 'five minutes' then each made a big shift
Dec 19, 2025The Osaic CEO sought a top 'growth' officer but quickly shifted to 'president' and Reid was caught off guard by how the Osaic vison clicked with her.
After recruitment of minorities and women gets CEO-level attention at Raymond James, a program gets a dynamic leader
Aug 24, 2019With ratios stuck in the teens, CEO Paul Reilly gives chief marketing officer at subsidiary Carillon Tower Advisers, Renee Baker, her shot at mission impossible -- getting Advisor Inclusion Networks to live up to its Orwellian name
Last year's RIA chief departs Raymond James after ship sails without her at helm of RIA unit, leaving her anchored to COO role
Jun 6, 2019Maria Daley took the reins after Bill Van Law's unexpected departure, but Greg Bruce came on in March to lead RIA Unit, a job she held on interim basis
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Mar 4, 2019The St. Petersburg, Fla. broker-dealer parted ways with Bill Van Law -- a Merrill Lynch veteran -- a year ago; now it has a real RIA veteran in Greg Bruce
Raymond James promotes yet another woman to a powerful position -- this time an alum of Duke, Columbia by way of Goldman Sachs -- to head the very LPL-intensive Northeast corridor
Dec 3, 2018Jodi Perry puts Shannon Reid in charge of the wealth-intensive Maryland-to-Maine corridor