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Leadership Team
Raymond James Financial Chief Operating Officer Chet Helck works with the CEO and other senior management in formulating and directing strategic initiatives for the firm. He also oversees its domestic broker/dealer subsidiaries, Raymond James & Associates and Raymond James Financial Services, together with Canadian subsidiary Raymond James Ltd. and London-based Raymond James Investment Services. Collectively called the Private Client Group, this portion of the company’s business comprises nearly 60% of total firm revenues (for the three-month period ending March 31, 2009). In addition to representing the firm in activities related to public-company status, such as engaging institutional investors and working with analysts covering Raymond James, his leadership responsibilities include wealth management and marketing and corporate communications. Additionally, he serves as a director of Raymond James Financial, as well as of numerous subsidiaries throughout the organization. He is chairman of the Raymond James Technology Advisory Group, which is charged with planning, directing and coordinating the company’s technology efforts. Mr. Helck began his association with Raymond James in 1989 as a vice president of business development for its independent contractor subsidiary. Increasing responsibilities led to his appointment as executive vice president of business development, where he shaped an environment of success that contributed significantly to remarkable growth in the firm’s independent contractor business. He became chief operating officer of Raymond James Financial in March of 2002. Entering the financial services industry in 1983 as an investment representative for Edward D. Jones & Co., he built a successful retail office and later became the firm’s regional leader for Georgia and Florida. Prior to working in the securities industry, he served for nine years as a product marketing and territory manager for Deere & Co. He earned his bachelor’s degree in 1974 from the West Virginia University Institute of Technology and is a graduate of the Securities Industry Institute at the Wharton School of Business and of the Harvard Business School Leading Professional Service Firms Program. Deeply committed to addressing issues affecting the securities industry and the interests of investors, he serves as a board and executive committee member of the Securities Industry and Financial Markets Association. Mr. Helck resides in St. Petersburg, Florida, with his wife, Abby. For more information, please contact Tracey Bustamante at 727-567-5313. |
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Mutual Fund, Annuities and UIT Disclosures
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