The Compass Group of Raymond James

What changed

With 30-plus years in the industry, 15 at UBS, he moved with Ken Montal to Raymond James' employee channel as The Compass Group, managing $245M.

Reported / discovered

Oct 16, 2026

Effective

Not reported

New role

Managing director

Previous role

Not reported

Market

Paramus, NJ

Reported book

$245M

Reported team size

3 people

Named people

3

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.