A Life Well Planned

podcast.

Join us as we follow the Smith family's inspiring path to financial security and prosperity with the Raymond James Ltd., A Life Well Planned podcast.

Neil Linsdell, CFA®
Vice President, Head of Investment Strategy (Canada)

Neil has over 20 years of experience in the financial markets, with more than a decade in senior leadership roles. He holds a Bachelor of Engineering (mechanical) and a Master of Business Administration from Concordia University and obtained the Sustainable Investment Professional Certification (SIPC) from the John Molson Executive Centre.

Larbi Moumni, CFA®
Vice President, Head of Portfolio Advisory & Portfolio Manager

As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios.

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.

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.

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.

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).