The Advantaged Investor

podcast.

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast.

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2023 Outlook with our Chief Economist
February 3, 2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing
Online security, protecting your online information
January 20, 2023
Listen to our podcast with Dave Iverson.
Life Events, Lifestyle & Technology
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Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
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Save taxes by donating securities "in kind"
January 20, 2023
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Healthy Wealthy and Wise
The connection between financial wellness and health can have benefits for your employees and your business.
Business Ownership
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Insights and Strategies
February 1, 2023
And just like that, global equities are off to a strong start this year, rallying higher, similar to slingshot bands pulled to their max and then released.
Markets & Investing

Nadeem Kassam, CFA®, MBA
Head of Investment Strategy

Nadeem has over 10 years of capital market experience. Prior to joining Raymond James, he worked at a bank owned brokerage, co-managing six North American strategies with top-quartile performance, helping to grow AUM in the portfolios to over $3 billion. Nadeem is a CFA charterholder and earned his MBA from York University’s Schulich School of Business.
Hear more from Nadeem Kassam

Larbi Moumni, CFA®
Portfolio Manager & Snr. Equity Specialist

Larbi provides equity portfolio construction solutions and insights. He is responsible for stock selection, equity idea generation, day-to-day operations of the guided portfolios, and due diligence on portfolio holdings. Larbi holds a Bachelor of International Business from Carleton University, is a CFA charterholder, and a registered portfolio manager.
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Larry Adam
Chief Investment Officer

Larry Adam joined Raymond James in 2018 as the chief investment officer for Private Client Group. He has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
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Ed Mills
Washington Policy Analyst

Ed Mills has more than 15 years of Washington, D.C. experience and concentrates on the impact of Wall Street reform, housing finance policy and corporate taxation policy on the financial markets. His work has been featured extensively in media outlets including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC.
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Mike Gibbs
Director of Portfolio & Technical Strategy

Mike Gibbs oversees the four model portfolios offered by the Portfolio & Technical Strategy team and is responsible for U.S. equity sector research and recommendations. His insights have been featured across financial news networks including Fox Business, CNBC and Bloomberg as well as in well-known print publications.
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Eugenio Alemán
Chief Economist

Eugenio Alemán, Ph.D., joined Raymond James in 2022 as the Chief Economist for the Investment Strategy group. Before joining Raymond James, Eugenio served as chief economist at the U.S. Department of Energy’s Energy Information Administration (EIA).
Hear more from Eugenio Alemán

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