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

7048

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

Head of Fixed Income at Raymond James & Associates, 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, Private Wealth 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

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

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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
In-House Counsel
Prior

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

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 (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "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. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

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.

Boards & Committees
Member, Executive Committee
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

Director
2014 - ?

First Republic Securities, member NASD/SIPC, is a wholly owned subsidiary of First Republic Bank and offers a wide range of investment products, including municipal and U.S. Government securities, corporate debt and equity securities, and alternative investments.

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.
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