CARILLON TOWER ADVISERS - Key Persons
Job Titles:
- Head of Investment Insights and Development
Ed Rick, CFA®, is Head of Investment Insights and Development for Raymond James Investment Management as well as President of Eagle Asset Management and Scout Investments. His primary responsibilities include working with our portfolio-management teams to provide resources designed to help optimize their investment processes for our broad clientele. This will include the development of our investment risk capabilities; the addition and development of key talent; and the introduction of additional, necessary services and technology.
Rick joined affiliate Eagle Asset Management in 2014. He has 30 years of investment industry experience. Prior to joining Eagle, he was a senior analyst/portfolio manager with Wells Capital Management and also served as a director of investments for a small RIA.
He earned a B.A. from the University of Richmond and is a CFA® charterholder.
Job Titles:
- Head of Continental Europe
Job Titles:
- Head of Sustainable Investing and Corporate Responsibility
Job Titles:
- Head of Product Strategy and Development and Marketing
Matt Johnson is Head of Product Strategy and Development and Marketing for Raymond James Investment Management and is responsible for product strategy, new product development and marketing. He joined Raymond James Investment Management in 2020, and previously worked at Raymond James Financial since 2015, including as Vice President of Strategy and Product Development for the Asset Management Group and Assistant to the Chairman. Before joining Raymond James, he worked in management consulting for the financial services industry. He has a Bachelor of Business Administration from Stetson University and an M.B.A. from New York University.
Job Titles:
- Head of Advisory Solutions and Market Strategy
Matt Orton is the Head of Advisory Solutions and Market Strategy, overseeing Raymond James Investment Management's client portfolio managers; portfolio specialists; RFP group; and Strategic Accounts channel. In this capacity, he helps align firm resources to best serve Raymond James Investment Management's most sophisticated clients. Orton is also responsible for developing and delivering market commentary, strategy, and analysis. He has appeared on - among others - CNBC, Bloomberg TV, Yahoo! Finance and been quoted in Barron's, Bloomberg News, Investments & Pensions Europe, and other financial news publications.
Orton joined Raymond James Investment Management in 2016. He has 15 years of investment experience and joined Raymond James Investment Management from BNP Paribas in New York where he was a vice president in the Global Equity & Commodity Derivatives group, focusing on hedge fund and asset manager structuring and sales. Prior to that, Orton worked for Goldman Sachs Asset Management within the Quantitative Investment Strategies team where he focused on volatility research.
He earned an M.B.A. with a concentration in capital markets and asset management from Cornell University and a bachelor's degree from Vanderbilt University. He is a CFA® charterholder.
Job Titles:
- Head of Corporate Development and Strategy at Raymond James Investment Management
Matt Sperber is the Head of Corporate Development and Strategy at Raymond James Investment Management. Sperber, who joined the firm in 2018, leads the firm's acquisitions, strategic initiatives, and financial planning. Prior to his current position, Sperber spent two years at Raymond James as an assistant to the chairman working on strategic projects for the company's Executive Committee. Before joining Raymond James, Sperber was a Vice President on the investment team at GoldPoint Partners, a private equity firm managing fund investments, equity co-investments, and subordinated debt investments. He started his career at J.P. Morgan Investment Bank covering financial institutions. Sperber earned a Bachelor's degree in Economics from Duke University and a Master's of Business Administration from Columbia Business School.
Job Titles:
- Head of Global Institutional Sales
- Institutional Sales - Non - U.S.
Job Titles:
- Head of Global Client Coverage
Michael Edwards is Head of Global Client Coverage, which consists of all institutional, intermediary and international sales teams.
Previously, he served as President of Scout Investments and was directly responsible for Scout and its fixed income division, Reams Asset Management. In this function he oversaw all aspects of maintaining and growing the firm's business. Before that, Edwards served as Raymond James Investment Management's Head of Affiliate Development where he was responsible for overseeing the strategic partnerships with Raymond James Investment Management's six affiliate firms. He was also responsible for coordinating the expansion of the group's product lineup, focusing on acquisitions, lift-outs, and new product development.
Edwards joined Raymond James in 2012, serving as an Assistant to the Chairman. His previous experience includes retail and institutional financial advisory roles at various broker/dealer firms. He also served as a Naval Flight Officer and Mission Commander in the United States Navy including flying 92 missions over Iraq and Afghanistan.
He earned a B.S. in Mechanical Engineering from the United States Naval Academy at Annapolis and an M.B.A. from Columbia Business School with a focus on finance.
Raymond James Investment Management's multi-affiliate boutique structure allows each independent portfolio-management team to focus on managing portfolios. The seasoned executive team at Raymond James Investment Management - leading business development, compliance, sales, marketing, operations and IT among others - runs the business, which allows investment professionals the opportunity to do what they do best: strive to help clients meet their long-term goals.
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Job Titles:
- President
- President of Raymond James Investment Management
Robert Kendall is President of Raymond James Investment Management, overseeing all strategic growth and business development efforts. He joined the firm in 2021. An accomplished veteran with 27 years of asset management industry experience, he has significant experience in investments, distribution, product structures, operating models, financials, and international markets. Previously, he was CEO of DWS Americas. At DWS Group, the global asset management business of Deutsche Bank, and its predecessor organizations, he led the formation of DWS USA Corporation and oversaw all aspects of its strategic business growth and development in the United States. Earlier in his career, he served in multiple leadership roles across client coverage, account management, and product development at the Van Kampen Investments unit of Morgan Stanley Investment Management. He is a graduate of the University of Iowa Tippie College of Business.
Job Titles:
- President, General Counsel, and Board Member of ClariVest Asset Management LLC
Tiffany A. Ayres is President, General Counsel, and board member of ClariVest Asset Management LLC. Previously, Ms. Ayres also served as ClariVest's Chief Compliance Officer. Prior to joining ClariVest in 2006, Ms. Ayres was a Finance Associate for four years in the San Diego office of Latham & Watkins LLP. Ms. Ayres received a Bachelor of Arts from the University of San Diego in 1999, and her JD from Harvard Law School in 2002.
Job Titles:
- Chief Executive Officer of Chartwell Investment Partners
Tim is the Chief Executive Officer of Chartwell and is responsible for the strategic planning of the firm. He is an original founding partner of the firm and serves on the Executive and Compliance Committees. Prior to starting Chartwell, he was employed as a Senior Vice President at Delaware Investment Advisers, where he directed the institutional client service effort. Earlier, he was employed with Father Flanagan's Boys' Home, where he served as Director of Investments.