Raymond James announces key leadership appointments for 2027
Steve Raney transitions to consulting, Scott Curtis leads banking, and Tarek Helal oversees asset management.
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Diversified financial services firm
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In short: Raymond James achieved record quarterly revenues and assets, announced a dividend, and appointed new leadership to drive its AI strategy.
Steve Raney transitions to consulting, Scott Curtis leads banking, and Tarek Helal oversees asset management.
His appointment leverages his business leadership and investment expertise to support the firm's strategic objectives.
Net revenues reach $3.86 billion, up 13%. Assets under administration hit $282.4 billion, up 15%.
He will support US advisor models effective May 15. His 24 years at the firm enable leading strategic initiatives.
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