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Raymond James Adds Wealth Management, Broker-Dealer Teams

Anna Hallissey

26 February 2015

Raymond James has recruited two teams in Canada and the US to its wealth management and broker-dealer divisions respectively.

Joining in Vancouver is the Wright Wealth Management team, headed by Terry Wright, a financial advisor and portfolio manager with over a decade’s experience in the financial industry.

The team moves from National Bank Financial, where Wright managed over C$100 million for his clients.

Based in Atlanta, GA, Raymond James & Associates has added Spring Street Financial, a broker-dealer team headed by Marta Shen and AK Mashhoon.

Previously at Commonwealth Financial, the pair managed $109 million in client assets and had an annual production of $1.1 million.

Shen has spent the past 25 years in the financial services industry, starting as an accountant at American International Group and later served as a financial advisor for American Express Financial Advisors.

Mashhoon becomes vice president of investments at Spring Street Financial of Raymond James, having spent the past eight years at Commonwealth.

Through Raymond James, the team will provide comprehensive wealth management to high net worth clients, small business owners and physicians.