Christopher R. Butler, Cfa, Caia

Christopher R. Butler, Cfa, Caia Email and Phone Number

SVP, Investment Solutions, Global Wealth Solutions at Raymond James @ Raymond James
Saint Petersburg, FL, US
Christopher R. Butler, Cfa, Caia's Location
St Petersburg, Florida, United States, United States
Christopher R. Butler, Cfa, Caia's Contact Details

Christopher R. Butler, Cfa, Caia work email

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About Christopher R. Butler, Cfa, Caia

Chris joined Raymond James (“RJ”) in 2002 as an inaugural participant in a yearlong rotational program. After the program, he joined the Alternative Investments Group (“AI Group”).Chris served in a number of leadership roles throughout the AI Group and was promoted to Vice President in 2008. He co-managed the department, which grew to include Structured Investments (“SI”), Equity Options Trading (“Options”), and Concentrated Equity Solutions. In 2012, RJ created a centralized investment product group comprised of the Raymond James Insurance Group (“RJIG”), Mutual Fund Research (“MFR”), the AI Group, SI, and Options. Chris was tasked with co-managing the group and taking a leadership role in facilitating the cross-departmental strategic objectives of the unified areas. In 2015, Chris was promoted to Senior Vice President and tasked with leading all functions within the AI Group, MFR, Partner Management, and Options; and leading the operations team within RJIG. In 2019, RJ established the Global Wealth Solutions (“GWS”) department. As Senior Vice President of Investment Solutions, a part of GWS, Chris continues to lead the AI Group, MFR, Partner Management, and Options.In 2011, Chris was selected to participate in the Senior Leadership Development Program, a twelve to fifteen month program designed to equip select, high-potential leaders within the firm with some unique networking and experiential learning opportunities designed to prepare them for broader leadership responsibilities.Chris serves or has served on a variety of committees and working groups, including the following: Enterprise Risk Management Committee, Compliance Risk and Ethics Committee, New Products Committee, Disclosure Management Working Group, Alternative Investments and Structured Investments Product Approval Committee, Private Institutional Client Product Review Committee, Private Institutional Client Investment Forum, Annuity Product Approval Committee, Mutual Fund Product Approval Committee, Accelerated Development Program Steering Committee, and the Public Finance Commitment Committee.Chris has been involved in a number of strategic firm initiatives, such as: Morgan Keegan acquisition (2011/2012), Alex. Brown acquisition (2015/2016), and Regulation Best Interest (2019/2020).Chris graduated with high honors from the University of Florida in May of 2002. Chris is a CFA charter holder and holds the Chartered Alternative Investments Analyst designation.

Christopher R. Butler, Cfa, Caia's Current Company Details
Raymond James

Raymond James

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SVP, Investment Solutions, Global Wealth Solutions at Raymond James
Saint Petersburg, FL, US
Website:
raymondjames.com
Employees:
18734
Christopher R. Butler, Cfa, Caia Work Experience Details
  • Raymond James
    Raymond James
    Saint Petersburg, Fl, Us
  • Raymond James
    Svp, Investment Solutions, Global Wealth Solutions
    Raymond James Jan 2019 - Present
    St. Petersburg, Florida, Us
    In January of 2019, Raymond James established the Global Wealth Solutions (“GWS”) department. As Senior Vice President of Investment Solutions, a part of GWS, Chris continues to lead the Alternative Investments Group, Mutual Fund Research, Partner Management, and Equity Options Trading.
  • Raymond James
    Svp, Private Client Group Investment Products
    Raymond James Feb 2015 - Jan 2019
    St. Petersburg, Florida, Us
    In February of 2015, Chris was promoted to Senior Vice President and tasked with leading all functions within the Alternative Investments Group, Mutual Fund Research, Partner Management, and Equity Options Trading; and leading the operations team within Raymond James Insurance Group.
  • Raymond James
    Vp, Private Client Group Investment Products
    Raymond James Nov 2012 - Jan 2015
    St. Petersburg, Florida, Us
    In November of 2012, Raymond James created Private Client Group Investment Products, comprised of the Raymond James Insurance Group, Mutual Fund Research, and the Alternative Investments Group. In addition to continuing to co-manage the Alternative Investments Group, Chris was tasked with co-managing Mutual Fund Research and taking a leadership role in facilitating the cross-departmental strategic objectives of Private Client Group Investment Products.
  • Raymond James
    Vice President, Alternative Investments Group
    Raymond James Jul 2008 - Oct 2012
    St. Petersburg, Florida, Us
    In July of 2008, I was promoted to Vice President of the Alternative Investments Group, assuming full responsibility of the entire business unit. The position provided strategic direction and leadership across four functional divisions within the Alternative Investments Group, which included: Product Development and Research, Education/Marketing, ,Operations/Compliance, and Data Management / Strategy. The position was responsible for establishing operating policy and preparing business plans and the annual departmental budget. The position required serving on the Investment Committee that approved Alternative Investment products. The committee was chaired by the firm’s CEO and COO. The position was responsible for leading the development of research and analysis that resulted in product recommendations to the Investment Committee referenced above.
  • Raymond James
    Co-Director, Alternative Investments Group
    Raymond James Nov 2007 - Jun 2008
    St. Petersburg, Florida, Us
    In November of 2007, I was appointed co-Director of the Alternative Investments Group. The position was responsible for providing strategic direction to and general leadership across all three functional areas of the Alternative Investments Group: Education/Marketing, Operations/Compliance and Research / Analysis /Product Development. Additionally, the position required serving on the Investment Committee that approves Alternative Investments products at Raymond James. The committee was chaired by the firm’s CEO and COO.
  • Raymond James
    Manager, Marketing/Sales, Alternative Investments Group
    Raymond James Nov 2005 - Oct 2007
    St. Petersburg, Florida, Us
    In November of 2005, I was appointed to Manager of Marketing/Sales for the Alternative Investments Group. The position required overseeing all product management functions including the marketing, sales, and financial advisor educational activities for the Alternative Investments Group.
  • Raymond James
    Analyst, Alternative Investments Group
    Raymond James Jun 2003 - Nov 2005
    St. Petersburg, Florida, Us
    In June of 2003, I completed my last rotation in the OPTIONS program and permanently joined the Alternative Investments Group as a research analyst, gaining the opportunity to perform research and analysis on a variety of strategies, including hedge funds, fund of hedge funds, managed futures, private equity, real estate, commodities, structured products, and equity exchange funds. As an analyst, I was responsible for analysis of new and existing products, communicating information to financial advisors via reports, email, and telephone, and participating in the ongoing management of department.
  • Raymond James
    Project Analyst, Options Rotational Program
    Raymond James Jun 2002 - May 2003
    St. Petersburg, Florida, Us
    My career started at Raymond James in June of 2002, when I joined the firm through a selective rotational program called the OPTIONS program. The program was a unique opportunity for highly motivated, high-achieving bachelor-level and advanced degree graduates to gain a broad perspective on the financial services industry. Selected individuals participated in three four-month rotations through a range of Raymond James departments. The OPTIONS Program included work experience in different business areas of the firm, supplemented by meetings, round-table discussions and special events with senior management of the firm, including then Chairman and CEO Tom James. During my one-year commitment to the program, I rotated through the following departments: Alternative Investments, Public Finance, and Asset Management Services.

Christopher R. Butler, Cfa, Caia Skills

Alternative Investments Hedge Funds Investments Equities Private Equity Asset Management Fund Of Funds Structured Products Financial Services Portfolio Management Managed Futures Commodity Investment Management Derivatives Options Finance Mutual Funds Real Estate Venture Capital Series 7 Commodities

Christopher R. Butler, Cfa, Caia Education Details

  • University Of Florida - Warrington College Of Business
    University Of Florida - Warrington College Of Business
    Keyboard Performance

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Christopher R. Butler, Cfa, Caia works for Raymond James

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Christopher R. Butler, Cfa, Caia's current role is SVP, Investment Solutions, Global Wealth Solutions at Raymond James.

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Christopher R. Butler, Cfa, Caia attended University Of Florida - Warrington College Of Business.

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