Jonathan N. Santelli

Executive Vice President, General Counsel & Secretary at Raymond James Financial, Inc.

Jonathan N. Santelli

Jonathan N. Santelli

Executive Vice President, General Counsel & Secretary at Raymond James Financial, Inc.

Overview
Career Highlights

Raymond James Financial, Inc.
Bank of America Corp.
Merrill Lynch & Co., Inc.

RelSci Relationships

7069

Number of Boards

2

Birthday

1971

Age

48

Relationships
RelSci Relationships are individuals Jonathan N. Santelli likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Private Client Group at Raymond James Financial, Inc.

Relationship likelihood: Strong

President at Raymond James Financial, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer Raymond James Bank at Raymond James Financial, Inc.

Relationship likelihood: Strong

Co-Head, Investment Banking at Raymond James & Associates, Inc.

Relationship likelihood: Strong

President-First Republic Investment Management at First Republic Bank (San Francisco, California)

Relationship likelihood: Strong

President, Asset Management Services at Raymond James & Associates, Inc.

Relationship likelihood: Strong

Chairman of the Board & Chief Executive Officer at Raymond James Financial, Inc.

Relationship likelihood: Strong

Executive Vice President, Finance & Chief Financial Officer at Raymond James Financial, Inc.

Relationship likelihood: Strong

Chairman, President, Chief Executive Officer of Raymond James Ltd at Raymond James Financial, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer, Raymond James & Associates Private Client Group at Raymond James Financial, Inc.

Relationship likelihood: Strong

Paths to Jonathan N. Santelli
Potential Connections via
Relationship Science
You
Jonathan N. Santelli
Executive Vice President, General Counsel & Secretary at Raymond James Financial, Inc.
Education
Class of 1996

Celebrating over 80 years of excellence in legal education, St. John’s School of Law has produced lawyers who have distinguished themselves in practice, government, and the judiciary. Among our graduates are former New York governors Mario M. Cuomo and Hugh L. Carey, former Court of Appeals Judges Carmen Beauchamp Ciparick and Theodore T. Jones, and the School’s former Dean and former Court of Appeals Judge Joseph W. Bellacosa. The law school plays a prominent role in the New York City legal community, imbuing all that it does with the University’s Vincentian tradition.

BA Economics & Accounting
Class of 1993

The College of the Holy Cross (or Holy Cross) is an undergraduate Roman Catholic, Jesuit, liberal arts college located in Worcester, Massachusetts, USA. Founded in 1843, Holy Cross is the oldest Roman Catholic college in New England and one of the oldest in the United States.

Career History
Executive Vice President, General Counsel & Secretary
2016 - Current

More than a quarter of a century ago, Raymond James Financial Services, Inc. was founded with the mission to help our clients achieve their financial goals and dreams. We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to asset allocation and a selection of superior financial products and services. It is this commitment to excellence that has made Raymond James Financial Services one of the nation’s premier investment management firms

Chief Legal Officer
2016 - Current

RJFSA works with clients to develop investment strategies that are designed to meet each client's individual investment objectives, risk tolerance, tax objectives and liquidity needs. The firm relies on the use of fundamental analysis, as well as charting, technical and cyclical analysis. Sources of information may include Raymond James Research, financial publications and subscription services, research materials prepared by others, corporate rating services, annual reports, prospectuses and filings with the U.S. Securities and Exchange Commission. Investments span virtually all equity and fixed income asset classes. RJFSA provides numerous investment management styles and strategies, including large and small cap equity, international equity, fixed income, and a broad spectrum of mutual funds and exchange traded funds, either individually or in combination.

Senior Vice President & Deputy General Counsel
2013 - 2016

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Greenwich and New York City. Publicly traded under the stock symbol NYSE: FRC, First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices.

Transactions
Details Hidden

Merrill Lynch & Co., Inc. (Inactive) purchases First Republic Bank (San Francisco, California)

Public Holdings
Restricted data only for RelSci Professional users.
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Jonathan N. Santelli. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Jonathan N. Santelli's profile does not indicate a business or promotional relationship of any kind between RelSci and Jonathan N. Santelli.